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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,887,216 | -14.9% | 143,758 | -21.6% | 0.84% | -21.9% |
| Q3 2023 | $4,566,843 | -5.1% | 183,481 | -0.4% | 1.07% | -2.1% |
| Q2 2023 | $4,812,232 | +0.4% | 184,165 | -1.2% | 1.09% | -4.4% |
| Q1 2023 | $4,794,219 | +94255.8% | 186,328 | -11.8% | 1.14% | -7.2% |
| Q4 2022 | $5,081 | -99.9% | 211,188 | -7.0% | 1.23% | -1.8% |
| Q3 2022 | $4,817,000 | -9.9% | 227,111 | +1.1% | 1.25% | -1.1% |
| Q2 2022 | $5,344,000 | -48.4% | 224,721 | -40.3% | 1.27% | -34.5% |
| Q1 2022 | $10,354,000 | -6.8% | 376,253 | -0.7% | 1.94% | -1.6% |
| Q4 2021 | $11,105,000 | +14.5% | 378,903 | +13.2% | 1.97% | +4.5% |
| Q3 2021 | $9,699,000 | -8.2% | 334,780 | -4.3% | 1.88% | -7.0% |
| Q2 2021 | $10,563,000 | +24.4% | 349,764 | +19.1% | 2.03% | +15.1% |
| Q1 2021 | $8,493,000 | +10.3% | 293,791 | +5.5% | 1.76% | +4.3% |
| Q4 2020 | $7,698,000 | +26.2% | 278,409 | +9.7% | 1.69% | +8.6% |
| Q3 2020 | $6,102,000 | +4.6% | 253,728 | -1.5% | 1.55% | -3.0% |
| Q2 2020 | $5,836,000 | -48.0% | 257,566 | -54.7% | 1.60% | -56.4% |
| Q1 2020 | $11,221,000 | -24.3% | 568,993 | -1.0% | 3.68% | -7.6% |
| Q4 2019 | $14,815,000 | +13.0% | 574,904 | +58.2% | 3.98% | +2.2% |
| Q3 2019 | $13,105,000 | +1.9% | 363,424 | +3.6% | 3.89% | +0.3% |
| Q2 2019 | $12,859,000 | +0.3% | 350,656 | -0.9% | 3.88% | -0.8% |
| Q1 2019 | $12,819,000 | +50.7% | 354,019 | +36.3% | 3.92% | +33.3% |
| Q4 2018 | $8,507,000 | +102.9% | 259,824 | +131.6% | 2.94% | +134.9% |
| Q3 2018 | $4,192,000 | -33.5% | 112,210 | -34.1% | 1.25% | -38.1% |
| Q2 2018 | $6,307,000 | -21.7% | 170,387 | -17.8% | 2.02% | -23.5% |
| Q1 2018 | $8,057,000 | -34.6% | 207,400 | -34.3% | 2.64% | -19.7% |
| Q4 2017 | $12,312,000 | +2.1% | 315,687 | -0.9% | 3.29% | -21.3% |
| Q3 2017 | $12,055,000 | -37.8% | 318,670 | -41.4% | 4.18% | -40.1% |
| Q2 2017 | $19,378,000 | +38.8% | 543,424 | +32.7% | 6.97% | +36.7% |
| Q1 2017 | $13,965,000 | – | 409,414 | – | 5.10% | – |
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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% |