LPL Financial LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$35,126,404
+10.0%
1,411,266
+15.4%
0.02%
+8.7%
Q2 2023$31,942,716
+57.3%
1,222,454
+54.9%
0.02%
+43.8%
Q1 2023$20,309,929
+14.5%
789,348
+7.1%
0.02%
+6.7%
Q4 2022$17,733,170
+30.0%
737,040
+14.6%
0.02%
+15.4%
Q3 2022$13,639,000
-2.6%
643,026
+9.2%
0.01%0.0%
Q2 2022$14,003,000
-33.3%
588,845
-22.8%
0.01%
-27.8%
Q1 2022$20,987,000
-5.5%
762,614
+0.7%
0.02%
-5.3%
Q4 2021$22,199,000
+86.1%
757,381
+83.9%
0.02%
+72.7%
Q3 2021$11,929,000
-15.1%
411,785
-11.5%
0.01%
-21.4%
Q2 2021$14,044,000
+64.8%
465,042
+57.8%
0.01%
+40.0%
Q1 2021$8,522,000
+52.8%
294,767
+46.1%
0.01%
+42.9%
Q4 2020$5,577,000
+47.1%
201,712
+27.9%
0.01%
+16.7%
Q3 2020$3,791,000
+13.6%
157,650
+7.0%
0.01%0.0%
Q2 2020$3,337,000
-1.3%
147,278
-14.1%
0.01%
-14.3%
Q1 2020$3,381,000
+145.7%
171,452
+221.0%
0.01%
+133.3%
Q4 2019$1,376,000
+10.7%
53,409
+3.3%
0.00%0.0%
Q3 2019$1,243,000
-6.1%
51,689
+43.2%
0.00%0.0%
Q2 2019$1,324,000
+82.6%
36,097
+80.3%
0.00%
+50.0%
Q1 2019$725,000
+7.1%
20,022
-3.2%
0.00%0.0%
Q4 2018$677,000
-9.4%
20,680
+3.4%
0.00%0.0%
Q3 2018$747,000
-3.2%
19,995
-4.2%
0.00%0.0%
Q2 2018$772,000
+1.2%
20,865
+6.2%
0.00%0.0%
Q1 2018$763,000
-2.4%
19,649
-2.0%
0.00%0.0%
Q4 2017$782,000
-6.2%
20,051
-9.0%
0.00%
-33.3%
Q3 2017$834,000
+5.8%
22,039
-0.3%
0.00%0.0%
Q2 2017$788,000
-28.8%
22,108
-31.8%
0.00%
-62.5%
Q1 2017$1,106,000
+115.6%
32,420
+100.6%
0.01%
+100.0%
Q4 2016$513,000
-59.1%
16,163
-58.4%
0.00%
-66.7%
Q3 2016$1,255,000
+11.4%
38,853
+3.3%
0.01%
+20.0%
Q2 2016$1,127,000
-58.1%
37,624
-58.2%
0.01%
+42.9%
Q1 2016$2,689,000
-33.8%
90,090
-32.9%
0.01%
-36.4%
Q4 2015$4,060,000
+40.5%
134,267
+47.4%
0.01%
-31.2%
Q3 2015$2,890,000
-21.5%
91,066
-16.2%
0.02%
-15.8%
Q2 2015$3,683,000
-49.0%
108,620
-47.6%
0.02%
-48.6%
Q1 2015$7,223,000
-1.6%
207,253
-5.5%
0.04%
-7.5%
Q4 2014$7,342,000
-2.1%
219,412
+1.3%
0.04%
-11.1%
Q3 2014$7,496,000
-1.6%
216,585
+5.5%
0.04%
+2.3%
Q2 2014$7,616,000
+8.0%
205,275
+4.3%
0.04%
+2.3%
Q1 2014$7,049,000
+7.0%
196,845
+6.5%
0.04%
+4.9%
Q4 2013$6,588,000
+2.1%
184,890
-0.0%
0.04%
-4.7%
Q3 2013$6,454,000
+73.3%
184,980
+55.2%
0.04%
+59.3%
Q2 2013$3,724,000119,1910.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders