SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,394,228 | +1.6% | 93,052 | -5.0% | 0.35% | -4.4% |
| Q4 2022 | $2,355,835 | +42.2% | 97,915 | +25.4% | 0.36% | +25.2% |
| Q3 2022 | $1,657,000 | -6.9% | 78,106 | +4.4% | 0.29% | -6.1% |
| Q2 2022 | $1,780,000 | -13.1% | 74,842 | +0.6% | 0.31% | -1.9% |
| Q1 2022 | $2,048,000 | -42.4% | 74,412 | -38.6% | 0.32% | -42.7% |
| Q4 2021 | $3,555,000 | +5.6% | 121,284 | +4.3% | 0.55% | -3.8% |
| Q3 2021 | $3,368,000 | +6.3% | 116,268 | +10.8% | 0.57% | +4.6% |
| Q2 2021 | $3,169,000 | +20.2% | 104,926 | +15.0% | 0.55% | +7.0% |
| Q1 2021 | $2,637,000 | +82.5% | 91,212 | +74.5% | 0.51% | +67.5% |
| Q4 2020 | $1,445,000 | +96.1% | 52,267 | +70.7% | 0.30% | +69.4% |
| Q3 2020 | $737,000 | +44.5% | 30,624 | +36.0% | 0.18% | +31.4% |
| Q2 2020 | $510,000 | – | 22,513 | – | 0.14% | – |
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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% |