SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 105 filers reported holding SPDR INDEX SHS FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,359,000 | +5.0% | 35,934 | -1.0% | 0.01% | 0.0% |
| Q2 2017 | $1,294,000 | +5.4% | 36,296 | +0.8% | 0.01% | 0.0% |
| Q1 2017 | $1,228,000 | +13.6% | 36,012 | +4.9% | 0.01% | 0.0% |
| Q4 2016 | $1,081,000 | +28.8% | 34,323 | +32.9% | 0.01% | +14.3% |
| Q3 2016 | $839,000 | -44.5% | 25,826 | -48.0% | 0.01% | -46.2% |
| Q2 2016 | $1,513,000 | +79.3% | 49,675 | +81.4% | 0.01% | +62.5% |
| Q1 2016 | $844,000 | -1.9% | 27,378 | -1.9% | 0.01% | 0.0% |
| Q4 2015 | $860,000 | -3.0% | 27,911 | -4.3% | 0.01% | -11.1% |
| Q3 2015 | $887,000 | -21.2% | 29,168 | -10.8% | 0.01% | -18.2% |
| Q2 2015 | $1,125,000 | +5.2% | 32,694 | +5.9% | 0.01% | 0.0% |
| Q1 2015 | $1,069,000 | +4.9% | 30,863 | +1.3% | 0.01% | 0.0% |
| Q4 2014 | $1,019,000 | -8.4% | 30,462 | -4.0% | 0.01% | -21.4% |
| Q3 2014 | $1,113,000 | -4.9% | 31,734 | +0.7% | 0.01% | 0.0% |
| Q2 2014 | $1,170,000 | +3.6% | 31,529 | 0.0% | 0.01% | -12.5% |
| Q1 2014 | $1,129,000 | -1.1% | 31,529 | -1.6% | 0.02% | -5.9% |
| Q4 2013 | $1,142,000 | +4.0% | 32,057 | 0.0% | 0.02% | -5.6% |
| Q3 2013 | $1,098,000 | +2.8% | 32,057 | -6.3% | 0.02% | -5.3% |
| Q2 2013 | $1,068,000 | – | 34,197 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Montecito Bank & Trust | 409,414 | $13,965,000 | 5.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,356 | $12,701,000 | 3.52% |
| Lenox Wealth Advisors, LLC | 197,589 | $6,740,000 | 2.05% |
| TIEMANN INVESTMENT ADVISORS, LLC | 59,065 | $2,015,000 | 1.87% |
| Courage Miller Partners, LLC | 74,569 | $2,544,000 | 1.76% |
| Sequoia Financial Advisors, LLC | 385,503 | $13,150,000 | 1.67% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 340,756 | $11,623,000 | 1.55% |
| WEALTHSOURCE PARTNERS, LLC | 117,674 | $4,014,000 | 1.48% |
| PITCAIRN CO | 358,246 | $12,220,000 | 1.48% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 88,785 | $3,028,000 | 1.46% |