UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 188 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,824,571
-7.5%
153,659
-2.9%
0.02%
+8.7%
Q2 2023$4,133,242
+2.3%
158,180
+0.8%
0.02%0.0%
Q1 2023$4,038,656
+1.1%
156,963
-5.5%
0.02%
+4.5%
Q4 2022$3,995,113
-11.6%
166,048
-22.1%
0.02%
-18.5%
Q3 2022$4,519,000
-19.8%
213,038
-10.1%
0.03%
-12.9%
Q2 2022$5,635,000
-21.3%
236,968
-8.9%
0.03%
-11.4%
Q1 2022$7,159,000
-11.5%
260,148
-5.8%
0.04%
-5.4%
Q4 2021$8,092,000
-1.0%
276,090
-2.2%
0.04%
-9.8%
Q3 2021$8,176,000
-3.8%
282,230
+0.3%
0.04%
-4.7%
Q2 2021$8,499,000
+1.4%
281,438
-2.9%
0.04%
-6.5%
Q1 2021$8,381,000
+10.3%
289,888
+5.5%
0.05%0.0%
Q4 2020$7,600,000
+21.0%
274,872
+5.2%
0.05%
+12.2%
Q3 2020$6,282,000
+12.7%
261,213
+6.2%
0.04%0.0%
Q2 2020$5,572,000
+8.8%
245,913
-5.3%
0.04%
-2.4%
Q1 2020$5,122,000
-9.2%
259,761
+18.7%
0.04%
+16.7%
Q4 2019$5,638,000
+21.5%
218,796
+13.3%
0.04%
+12.5%
Q3 2019$4,641,000
+45.9%
193,070
+122.6%
0.03%
+52.4%
Q2 2019$3,181,000
+63.5%
86,742
+61.4%
0.02%
+50.0%
Q1 2019$1,946,000
+263.7%
53,740
+229.1%
0.01%
+250.0%
Q4 2018$535,00016,3290.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders