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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,591,251 | +13.8% | 184,462 | +19.4% | 0.01% | +9.1% |
| Q2 2023 | $4,035,809 | +350839.9% | 154,445 | +245.7% | 0.01% | +266.7% |
| Q1 2023 | $1,150 | +2.3% | 44,680 | -4.3% | 0.00% | -25.0% |
| Q4 2022 | $1,124 | -99.9% | 46,711 | +13.2% | 0.00% | +33.3% |
| Q3 2022 | $875,000 | -26.2% | 41,272 | -17.2% | 0.00% | -40.0% |
| Q2 2022 | $1,185,000 | -20.5% | 49,825 | -8.1% | 0.01% | -16.7% |
| Q1 2022 | $1,491,000 | +0.4% | 54,194 | +7.0% | 0.01% | 0.0% |
| Q4 2021 | $1,485,000 | -7.6% | 50,656 | -8.7% | 0.01% | -25.0% |
| Q3 2021 | $1,607,000 | +9.2% | 55,460 | +13.8% | 0.01% | -11.1% |
| Q2 2021 | $1,472,000 | +21.3% | 48,725 | +16.0% | 0.01% | +12.5% |
| Q1 2021 | $1,214,000 | +18.7% | 42,004 | +13.5% | 0.01% | 0.0% |
| Q4 2020 | $1,023,000 | – | 37,008 | – | 0.01% | – |
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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% |