J.P. Morgan Private Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,695,130
+20.3%
188,635
+26.3%
0.01%
-35.0%
Q2 2023$3,903,827
+1.0%
149,400
-0.6%
0.02%
+150.0%
Q1 2023$3,865,444
+7.5%
150,231
+0.5%
0.01%0.0%
Q4 2022$3,596,657
+13.5%
149,487
+0.1%
0.01%0.0%
Q3 2022$3,169,000
-9.7%
149,402
+1.2%
0.01%
-11.1%
Q2 2022$3,510,000
+1637.6%
147,588
+2012.6%
0.01%
Q3 2021$202,000
-4.7%
6,986
-0.6%
0.00%
-100.0%
Q2 2021$212,000
-7.8%
7,026
-11.6%
0.00%0.0%
Q1 2021$230,000
-8.7%
7,949
-12.7%
0.00%0.0%
Q4 2020$252,000
+12.5%
9,103
-2.5%
0.00%0.0%
Q3 2020$224,000
-12.2%
9,334
-17.1%
0.00%0.0%
Q2 2020$255,000
-32.2%
11,261
-40.9%
0.00%
-50.0%
Q1 2020$376,000
-23.4%
19,0670.0%0.00%0.0%
Q4 2019$491,000
+22.1%
19,067
+14.2%
0.00%0.0%
Q3 2019$402,000
+14.5%
16,702
+74.6%
0.00%0.0%
Q2 2019$351,000
+1.4%
9,565
+0.1%
0.00%0.0%
Q1 2019$346,000
-33.7%
9,553
-40.1%
0.00%
-33.3%
Q4 2018$522,000
+128.9%
15,956
+161.8%
0.00%
+200.0%
Q3 2018$228,000
-8.4%
6,094
-9.5%
0.00%0.0%
Q2 2018$249,000
-12.6%
6,735
-8.1%
0.00%
-50.0%
Q1 2018$285,0007,3250.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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