SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,663 | +5.2% | 6,337 | +10.5% | 0.01% | +20.0% |
| Q2 2023 | $149,846 | +1.6% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $147,553 | +6.9% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $137,972 | +13.1% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $122,000 | -10.3% | 5,737 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $136,000 | -13.9% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $158,000 | -6.0% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $168,000 | +1.2% | 5,737 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $166,000 | -4.0% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $173,000 | +4.2% | 5,737 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $166,000 | +4.4% | 5,737 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $159,000 | -1.9% | 5,737 | -15.0% | 0.01% | -11.1% |
| Q3 2020 | $162,000 | +5.9% | 6,749 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $153,000 | +15.0% | 6,749 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $133,000 | -10.1% | 6,749 | +17.6% | 0.01% | +11.1% |
| Q4 2019 | $148,000 | +236.4% | 5,741 | +215.4% | 0.01% | +200.0% |
| Q3 2019 | $44,000 | -2.2% | 1,820 | +49.9% | 0.00% | 0.0% |
| Q2 2019 | $45,000 | +2.3% | 1,214 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $44,000 | +10.0% | 1,214 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $40,000 | -11.1% | 1,214 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $45,000 | 0.0% | 1,214 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $45,000 | -4.3% | 1,214 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $47,000 | -4.1% | 1,214 | -2.4% | 0.00% | 0.0% |
| Q4 2017 | $49,000 | +4.3% | 1,244 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $47,000 | +6.8% | 1,244 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $44,000 | +4.8% | 1,244 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $42,000 | +40.0% | 1,244 | +32.5% | 0.00% | +33.3% |
| Q4 2016 | $30,000 | 0.0% | 939 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $30,000 | +3.4% | 939 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $29,000 | +93.3% | 939 | +90.1% | 0.00% | +50.0% |
| Q1 2016 | $15,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $15,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | -11.8% | 494 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $17,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $17,000 | -5.6% | 494 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $18,000 | +125.0% | 494 | +124.5% | 0.00% | +100.0% |
| Q1 2014 | $8,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $8,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $8,000 | +14.3% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 220 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |