Chesley Taft & Associates LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$324,167
-4.7%
13,0240.0%0.02%0.0%
Q2 2023$340,317
+1.6%
13,0240.0%0.02%
-4.5%
Q1 2023$335,108
+6.9%
13,0240.0%0.02%0.0%
Q4 2022$313,357
+13.5%
13,0240.0%0.02%
+10.0%
Q3 2022$276,000
-22.7%
13,024
-13.3%
0.02%
-16.7%
Q2 2022$357,000
-11.4%
15,0240.0%0.02%0.0%
Q1 2022$403,000
-8.4%
15,0240.0%0.02%
+4.3%
Q4 2021$440,000
+1.1%
15,0240.0%0.02%
-8.0%
Q3 2021$435,000
-4.2%
15,0240.0%0.02%
-3.8%
Q2 2021$454,000
+2.0%
15,0240.0%0.03%
-3.7%
Q1 2021$445,000
+7.2%
15,0240.0%0.03%0.0%
Q4 2020$415,000
+15.0%
15,0240.0%0.03%
+3.8%
Q3 2020$361,000
+6.2%
15,0240.0%0.03%0.0%
Q2 2020$340,000
+14.9%
15,0240.0%0.03%
-3.7%
Q1 2020$296,000
-34.5%
15,024
-14.3%
0.03%
-18.2%
Q4 2019$452,000
+7.4%
17,5240.0%0.03%0.0%
Q3 2019$421,000–17,524–0.03%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders