SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 19,067 | 0.0% | 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 | $285,000 | – | 7,325 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,549,606 | $38,569,704 | 5.03% |
| PITCAIRN CO | 2,039,555 | $50,764,524 | 4.33% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 741,984 | $18,467,972 | 3.16% |
| Gerber Kawasaki Wealth & Investment Management | 1,481,093 | $36,864,429 | 2.51% |
| Mach-1 Financial Group, LLC | 240,186 | $5,978,220 | 2.48% |
| IAG Wealth Partners, LLC | 327,249 | $8,145,243 | 2.27% |
| HANTZ FINANCIAL SERVICES, INC. | 257,547 | $6,410 | 2.14% |
| Courage Miller Partners, LLC | 188,592 | $4,694,061 | 1.92% |
| TIEMANN INVESTMENT ADVISORS, LLC | 132,497 | $3,297,850 | 1.76% |
| Avantax Planning Partners, Inc. | 1,578,763 | $39,295,411 | 1.64% |