FORVIS Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 203 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$19,948,219
-6.3%
801,455
-1.7%
0.60%
-3.5%
Q2 2023$21,295,850
-0.4%
814,996
-2.0%
0.62%
-10.9%
Q1 2023$21,391,733
-19.9%
831,393
-25.1%
0.70%
-25.0%
Q4 2022$26,702,863
+422.8%
1,109,845
+360.9%
0.93%
+352.9%
Q3 2022$5,108,000
+67.9%
240,823
+88.2%
0.21%
+67.5%
Q2 2022$3,043,000
+10.4%
127,953
+27.7%
0.12%
+5.1%
Q1 2022$2,757,000
-9.8%
100,178
-3.9%
0.12%
-9.3%
Q4 2021$3,055,000
-0.9%
104,223
-2.1%
0.13%
-9.2%
Q3 2021$3,084,000
-11.3%
106,450
-7.5%
0.14%
-12.3%
Q2 2021$3,477,000
-0.9%
115,119
-5.1%
0.16%
-6.9%
Q1 2021$3,507,000
+1.6%
121,316
-2.8%
0.17%
+0.6%
Q4 2020$3,452,000
+14.1%
124,851
-0.8%
0.17%
-1.7%
Q3 2020$3,026,000
+0.4%
125,806
-5.4%
0.18%
-9.7%
Q2 2020$3,013,000
-21.0%
132,964
-31.3%
0.20%
-37.7%
Q1 2020$3,815,000
-59.5%
193,477
-47.0%
0.31%
-53.8%
Q4 2019$9,413,000
-35.2%
365,261
-39.5%
0.68%
-41.6%
Q3 2019$14,518,000
-1.9%
603,900
+49.7%
1.16%
-3.2%
Q2 2019$14,792,000
-1.6%
403,393
-2.8%
1.20%
-3.8%
Q1 2019$15,027,000
+6.1%
415,001
-4.0%
1.25%
-13.8%
Q4 2018$14,159,000
+0.2%
432,469
+14.3%
1.45%
+16.8%
Q3 2018$14,134,000
+10.2%
378,325
+9.2%
1.24%
-0.6%
Q2 2018$12,825,000
-2.0%
346,442
+2.8%
1.25%
-5.0%
Q1 2018$13,089,000
+3.4%
336,920
+3.8%
1.31%
+3.6%
Q4 2017$12,654,000
+9.3%
324,450
+6.0%
1.27%
-0.6%
Q3 2017$11,578,000
+11.1%
306,057
+4.7%
1.27%
+7.8%
Q2 2017$10,422,000
+11.8%
292,253
+6.9%
1.18%
+3.9%
Q1 2017$9,322,000
+16.6%
273,287
+7.6%
1.14%
+8.8%
Q4 2016$7,997,000
+3.5%
253,957
+6.7%
1.05%
-2.8%
Q3 2016$7,728,000
+8.1%
237,965
+1.3%
1.08%
+1.2%
Q2 2016$7,152,000
+0.3%
234,879
+1.5%
1.06%
-6.6%
Q1 2016$7,132,000
+59.2%
231,485
+59.2%
1.14%
+68.8%
Q4 2015$4,479,000
+453.0%
145,406
+445.6%
0.67%
+371.3%
Q3 2015$810,000
-15.0%
26,653
-3.8%
0.14%0.0%
Q2 2015$953,000
-0.9%
27,699
-0.2%
0.14%
+2.9%
Q1 2015$962,000
+5.8%
27,764
+2.2%
0.14%
-6.7%
Q4 2014$909,000
-4.2%
27,178
+0.4%
0.15%
-9.1%
Q3 2014$949,000
-5.4%
27,058
+0.1%
0.16%
-4.1%
Q2 2014$1,003,000
+1.7%
27,044
-2.1%
0.17%
-1.7%
Q1 2014$986,000
+0.2%
27,6140.0%0.17%
-4.4%
Q4 2013$984,000
+4.0%
27,6140.0%0.18%
-6.2%
Q3 2013$946,00027,6140.19%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders