HBK Sorce Advisory LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 184 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,064,421
-5.9%
42,765
-1.2%
0.05%
-2.1%
Q2 2023$1,130,829
-1.7%
43,277
-3.2%
0.05%
-7.7%
Q1 2023$1,150,183
+46617.4%
44,702
-56.3%
0.05%
-21.2%
Q4 2022$2,462
-99.8%
102,348
+102.6%
0.07%
-8.3%
Q3 2022$1,071,000
-11.6%
50,516
-0.9%
0.07%
-19.1%
Q2 2022$1,212,000
-16.5%
50,973
-3.3%
0.09%
+12.7%
Q1 2022$1,451,000
-7.8%
52,708
-1.8%
0.08%
-1.2%
Q4 2021$1,573,000
-7.9%
53,672
-8.9%
0.08%
-14.9%
Q3 2021$1,708,000
-4.6%
58,946
-0.6%
0.09%
-5.1%
Q2 2021$1,791,000
+3.2%
59,316
-1.2%
0.10%
-3.9%
Q1 2021$1,735,000
-5.8%
60,019
-9.9%
0.10%
-9.6%
Q4 2020$1,842,000
+8.5%
66,624
-5.6%
0.11%
-5.8%
Q3 2020$1,698,000
+0.3%
70,589
-5.5%
0.12%
-3.2%
Q2 2020$1,693,000
-41.3%
74,728
-48.9%
0.12%
-55.5%
Q1 2020$2,886,000
-55.5%
146,344
-41.8%
0.28%
-50.3%
Q4 2019$6,484,000
+7.2%
251,6240.0%0.56%
-2.2%
Q3 2019$6,049,000
-1.8%
251,624
+49.7%
0.58%
-2.9%
Q2 2019$6,162,000
-6.0%
168,030
-7.2%
0.60%
-9.2%
Q1 2019$6,558,000
-11.0%
181,120
-19.6%
0.66%
-22.2%
Q4 2018$7,371,000
+945.5%
225,143
+905.8%
0.84%
+563.0%
Q4 2016$705,000
-61.3%
22,385
-62.1%
0.13%
-73.3%
Q4 2015$1,821,000
+221.7%
59,108
+249.2%
0.48%
+144.1%
Q4 2014$566,00016,9250.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,812,433$81,307,00011.26%
Wealth CMT 444,058$12,838,0007.56%
FINANCIAL CONSULATE, INC 527,748$15,257,0006.19%
Barnett & Company, Inc. 275,111$7,953,0004.23%
PITCAIRN CO 1,686,904$48,769,0003.46%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$7,241,0003.07%
HANTZ FINANCIAL SERVICES, INC. 304,896$8,815,0002.92%
Iowa State Bank 318,370$9,204,0002.77%
Blackhawk Capital Partners LLC. 130,524$3,609,0002.72%
Courage Miller Partners, LLC 185,552$5,364,0002.33%
View complete list of SPDR INDEX SHS FDS shareholders