BALASA DINVERNO & FOLTZ LLC - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$779,000
-10.9%
36,747
-0.0%
0.05%
-10.9%
Q2 2022$874,000
-14.8%
36,752
-1.5%
0.06%
-20.3%
Q1 2022$1,026,000
-13.5%
37,293
-7.8%
0.07%
-9.2%
Q4 2021$1,186,000
-12.7%
40,454
-13.7%
0.08%
-20.0%
Q3 2021$1,358,000
-16.6%
46,876
-13.1%
0.10%
-18.8%
Q2 2021$1,629,000
+2.6%
53,944
-1.8%
0.12%
-7.9%
Q1 2021$1,588,000
-3.2%
54,943
-7.4%
0.13%
-6.6%
Q4 2020$1,640,000
+19.5%
59,306
+4.0%
0.14%
+4.6%
Q3 2020$1,372,000
+0.7%
57,038
-5.2%
0.13%
-13.9%
Q2 2020$1,363,000
+4.4%
60,137
-9.2%
0.15%
-7.9%
Q1 2020$1,305,000
-17.2%
66,197
+8.1%
0.16%
-1.8%
Q4 2019$1,577,000
+6.8%
61,211
-0.4%
0.17%
-2.3%
Q3 2019$1,477,000
-5.0%
61,457
+45.0%
0.17%
-5.5%
Q2 2019$1,555,000
-4.0%
42,393
-5.2%
0.18%
-6.7%
Q1 2019$1,619,000
-30.5%
44,707
-37.1%
0.19%
-33.6%
Q4 2018$2,328,000
+32.6%
71,104
+51.3%
0.29%
+48.2%
Q3 2018$1,756,000
-8.7%
46,992
-9.5%
0.20%
-29.4%
Q2 2018$1,923,000
-0.9%
51,941
+3.9%
0.28%
-5.1%
Q1 2018$1,941,000
-3.7%
49,968
-3.3%
0.29%
-1.7%
Q4 2017$2,015,000
-0.3%
51,679
-3.3%
0.30%
-5.4%
Q3 2017$2,022,000
+4.0%
53,452
-2.0%
0.32%0.0%
Q2 2017$1,945,000
+7.0%
54,536
+2.4%
0.32%
+2.9%
Q1 2017$1,817,000
-44.9%
53,282
-49.1%
0.31%
-45.2%
Q4 2016$3,296,000
+76.0%
104,658
+81.5%
0.56%
+63.7%
Q3 2016$1,873,000
+3.2%
57,675
-3.3%
0.34%
+5.6%
Q2 2016$1,815,000
-6.8%
59,622
-5.7%
0.32%
-6.9%
Q1 2016$1,948,000
-14.4%
63,218
-14.4%
0.35%
-8.9%
Q4 2015$2,276,000
-4.5%
73,894
-5.7%
0.38%
-9.3%
Q3 2015$2,383,000
-12.6%
78,372
-1.0%
0.42%
-5.2%
Q2 2015$2,725,000
-2.5%
79,179
-1.9%
0.44%
+11.0%
Q1 2015$2,796,000
-16.6%
80,715
-19.5%
0.40%
-17.0%
Q4 2014$3,354,000
-9.4%
100,231
-5.0%
0.48%
-14.1%
Q3 2014$3,702,000
-53.8%
105,527
-51.2%
0.56%
-39.0%
Q2 2014$8,015,000
+6.2%
216,047
+2.5%
0.92%
-0.2%
Q1 2014$7,546,000
+4.7%
210,718
+4.2%
0.92%
-6.9%
Q4 2013$7,205,000
+8.4%
202,211
+4.2%
0.99%
-10.3%
Q3 2013$6,644,000
+10.5%
193,999
+0.8%
1.10%
+3.1%
Q2 2013$6,013,000192,4901.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
PITCAIRN CO 806,306$29,914,0003.31%
NORTHWEST INVESTMENT COUNSELORS, LLC 105,267$3,905,0002.62%
Courage Miller Partners, LLC 62,722$2,327,0001.70%
BALASA DINVERNO & FOLTZ LLC 216,047$8,015,0000.92%
VECTOR WEALTH MANAGEMENT, LLC 22,630$840,0000.62%
TIEMANN INVESTMENT ADVISORS, LLC 13,400$497,0000.55%
Capital Investment Advisors, LLC 124,553$4,621,0000.53%
Longer Investments Inc. 14,000$519,0000.39%
Kingfisher Capital LLC 17,750$659,0000.34%
Smith & Howard Wealth Management, LLC 16,565$615,0000.32%
View complete list of SPDR INDEX SHS FDS shareholders