SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 200 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,662,736 | -5.1% | 147,157 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $3,861,137 | -2.1% | 147,766 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $3,945,743 | -47.4% | 153,352 | -50.8% | 0.01% | -53.3% |
| Q4 2022 | $7,505,200 | +394.4% | 311,938 | +335.9% | 0.02% | +400.0% |
| Q3 2022 | $1,518,000 | -90.1% | 71,558 | -88.9% | 0.00% | -90.9% |
| Q2 2022 | $15,296,000 | +69.8% | 643,218 | +96.5% | 0.03% | +94.1% |
| Q1 2022 | $9,009,000 | +575.8% | 327,347 | +533.1% | 0.02% | +325.0% |
| Q4 2019 | $1,333,000 | -11.3% | 51,709 | +26.1% | 0.00% | -33.3% |
| Q2 2019 | $1,503,000 | +264.8% | 40,999 | +260.6% | 0.01% | +200.0% |
| Q1 2019 | $412,000 | – | 11,370 | – | 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% |