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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,120,611 | -13.1% | 121,283 | -28.3% | 0.00% | 0.0% |
| Q3 2022 | $3,590,000 | +37.1% | 169,256 | +77.9% | 0.00% | – |
| Q1 2022 | $2,619,000 | +465.7% | 95,150 | +494.8% | 0.00% | – |
| Q3 2021 | $463,000 | -83.8% | 15,997 | -83.8% | 0.00% | – |
| Q1 2021 | $2,856,000 | -25.8% | 98,778 | -38.3% | 0.00% | -100.0% |
| Q3 2020 | $3,848,000 | +150.7% | 160,002 | +168.6% | 0.00% | – |
| Q4 2019 | $1,535,000 | -42.4% | 59,576 | -19.0% | 0.00% | -100.0% |
| Q1 2019 | $2,664,000 | -41.7% | 73,584 | -47.3% | 0.00% | -50.0% |
| Q4 2018 | $4,569,000 | +69.2% | 139,569 | +91.3% | 0.00% | +100.0% |
| Q2 2018 | $2,700,000 | -72.9% | 72,947 | -71.5% | 0.00% | -75.0% |
| Q4 2017 | $9,972,000 | +584.9% | 255,681 | +499.0% | 0.00% | +300.0% |
| Q1 2017 | $1,456,000 | -37.1% | 42,687 | -40.1% | 0.00% | 0.0% |
| Q3 2016 | $2,313,000 | +180.7% | 71,230 | +163.1% | 0.00% | – |
| Q2 2016 | $824,000 | +70.6% | 27,071 | +72.6% | 0.00% | – |
| Q1 2016 | $483,000 | +10.0% | 15,683 | +10.1% | 0.00% | – |
| Q4 2015 | $439,000 | -96.4% | 14,240 | -96.5% | 0.00% | -100.0% |
| Q3 2015 | $12,283,000 | -30.5% | 404,050 | -21.2% | 0.01% | -37.5% |
| Q2 2015 | $17,666,000 | +1346.8% | 512,806 | +1372.3% | 0.01% | – |
| Q3 2014 | $1,221,000 | -42.2% | 34,830 | -38.9% | 0.00% | -100.0% |
| Q2 2014 | $2,114,000 | -48.1% | 56,971 | -49.9% | 0.00% | -50.0% |
| Q1 2014 | $4,075,000 | +58.3% | 113,786 | +38.1% | 0.00% | +100.0% |
| Q2 2013 | $2,575,000 | – | 82,418 | – | 0.00% | – |
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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% |