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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $729,000 | -26.7% | 19,553 | -33.1% | 0.22% | -33.8% |
| Q4 2018 | $994,000 | -17.3% | 29,217 | -9.2% | 0.33% | -12.6% |
| Q3 2018 | $1,202,000 | +5.3% | 32,176 | +4.3% | 0.38% | +1.1% |
| Q2 2018 | $1,141,000 | -4.6% | 30,848 | +1.7% | 0.38% | -6.7% |
| Q1 2018 | $1,196,000 | -3.3% | 30,322 | +0.7% | 0.40% | -2.2% |
| Q4 2017 | $1,237,000 | -65.1% | 30,098 | -67.9% | 0.41% | -67.2% |
| Q3 2017 | $3,542,000 | +6.4% | 93,640 | +4.2% | 1.26% | +1.6% |
| Q2 2017 | $3,330,000 | +21.0% | 89,823 | +11.3% | 1.24% | +15.1% |
| Q1 2017 | $2,752,000 | +28.3% | 80,678 | +18.4% | 1.08% | +18.3% |
| Q4 2016 | $2,145,000 | -76.0% | 68,124 | -75.3% | 0.91% | -76.2% |
| Q3 2016 | $8,946,000 | +7.6% | 275,463 | +0.9% | 3.82% | +0.8% |
| Q2 2016 | $8,315,000 | +0.4% | 273,081 | +1.6% | 3.79% | -3.3% |
| Q1 2016 | $8,278,000 | +2.6% | 268,680 | +2.6% | 3.92% | +1.2% |
| Q4 2015 | $8,067,000 | +13.8% | 261,902 | +12.3% | 3.88% | +16.2% |
| Q3 2015 | $7,087,000 | -12.3% | 233,117 | -0.2% | 3.34% | -11.0% |
| Q2 2015 | $8,078,000 | +133.7% | 233,662 | +134.1% | 3.75% | +128.2% |
| Q1 2015 | $3,457,000 | – | 99,795 | – | 1.64% | – |
Download | ||||||
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% |