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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,383 | -36.1% | 12,430 | -33.9% | 0.00% | -70.0% |
| Q1 2023 | $484,161 | +9.8% | 18,817 | -9.5% | 0.01% | -23.1% |
| Q3 2022 | $441,000 | +67.0% | 20,796 | +87.3% | 0.01% | +44.4% |
| Q2 2022 | $264,000 | -34.0% | 11,105 | -45.3% | 0.01% | 0.0% |
| Q1 2020 | $400,000 | -13.6% | 20,308 | +12.9% | 0.01% | +200.0% |
| Q4 2019 | $463,000 | -3.1% | 17,983 | +40.6% | 0.00% | 0.0% |
| Q3 2018 | $478,000 | +72.6% | 12,792 | +80.1% | 0.00% | -57.1% |
| Q4 2017 | $277,000 | +23.1% | 7,102 | +9.2% | 0.01% | -97.0% |
| Q1 2015 | $225,000 | – | 6,502 | – | 0.23% | – |
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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% |