SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,825,408 | -4.6% | 73,339 | +0.2% | 0.68% | +0.3% |
| Q2 2023 | $1,913,343 | +17.6% | 73,224 | +15.8% | 0.68% | +10.4% |
| Q1 2023 | $1,626,754 | +106085.0% | 63,224 | -0.7% | 0.62% | +1.0% |
| Q4 2022 | $1,532 | -99.9% | 63,661 | 0.0% | 0.61% | +1.8% |
| Q3 2022 | $1,350,000 | -10.9% | 63,661 | -0.2% | 0.60% | -3.5% |
| Q2 2022 | $1,516,000 | -13.0% | 63,761 | +0.7% | 0.62% | +2.8% |
| Q1 2022 | $1,743,000 | -9.7% | 63,324 | -3.8% | 0.61% | -5.5% |
| Q4 2021 | $1,930,000 | -9.2% | 65,850 | -10.2% | 0.64% | -16.9% |
| Q3 2021 | $2,125,000 | +15.6% | 73,350 | +20.4% | 0.77% | +19.0% |
| Q2 2021 | $1,839,000 | +607.3% | 60,900 | +576.7% | 0.65% | +548.0% |
| Q1 2021 | $260,000 | – | 9,000 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Montecito Bank & Trust | 409,414 | $13,965,000 | 5.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,356 | $12,701,000 | 3.52% |
| Lenox Wealth Advisors, LLC | 197,589 | $6,740,000 | 2.05% |
| TIEMANN INVESTMENT ADVISORS, LLC | 59,065 | $2,015,000 | 1.87% |
| Courage Miller Partners, LLC | 74,569 | $2,544,000 | 1.76% |
| Sequoia Financial Advisors, LLC | 385,503 | $13,150,000 | 1.67% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 340,756 | $11,623,000 | 1.55% |
| WEALTHSOURCE PARTNERS, LLC | 117,674 | $4,014,000 | 1.48% |
| PITCAIRN CO | 358,246 | $12,220,000 | 1.48% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 88,785 | $3,028,000 | 1.46% |