CAPTRUST FINANCIAL ADVISORS - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,493,721
-4.6%
180,543
+0.1%
0.02%
-10.5%
Q2 2023$4,712,868
+128.6%
180,362
+125.1%
0.02%
+111.1%
Q1 2023$2,061,681
+0.4%
80,128
-6.1%
0.01%
-10.0%
Q4 2022$2,052,711
+6.8%
85,316
-5.9%
0.01%
-9.1%
Q3 2022$1,922,000
-12.3%
90,621
-1.7%
0.01%
-21.4%
Q2 2022$2,192,000
+8.4%
92,167
+25.4%
0.01%
+7.7%
Q1 2022$2,023,000
-19.5%
73,519
-14.2%
0.01%
-23.5%
Q4 2021$2,512,000
-1.7%
85,721
-2.8%
0.02%
-19.0%
Q3 2021$2,555,000
-5.3%
88,190
-1.3%
0.02%
-16.0%
Q2 2021$2,698,000
-1.9%
89,333
-6.1%
0.02%
-16.7%
Q1 2021$2,751,000
+0.1%
95,162
-4.2%
0.03%
-16.7%
Q4 2020$2,747,000
+16.3%
99,338
+1.8%
0.04%
-7.7%
Q3 2020$2,361,000
+3.3%
97,595
-2.9%
0.04%
+2.6%
Q2 2020$2,286,000
+11.2%
100,529
-7.6%
0.04%
-15.6%
Q1 2020$2,056,000
-34.5%
108,772
-9.7%
0.04%
-10.0%
Q4 2019$3,140,000
+35.8%
120,498
+25.3%
0.05%
-38.3%
Q3 2019$2,312,000
-43.2%
96,189
-13.4%
0.08%
-46.4%
Q2 2019$4,072,000
+4.3%
111,050
+3.0%
0.15%
-4.4%
Q1 2019$3,904,000
+178.1%
107,814
+151.4%
0.16%
+110.7%
Q4 2018$1,404,000
+421.9%
42,886
+495.1%
0.08%
+525.0%
Q3 2018$269,000
+8.0%
7,206
+7.3%
0.01%
-14.3%
Q2 2018$249,000
-5.3%
6,714
-2.3%
0.01%
-12.5%
Q1 2018$263,000
-14.9%
6,875
-13.3%
0.02%
-15.8%
Q4 2017$309,000
-44.2%
7,931
-45.3%
0.02%
-20.8%
Q3 2017$554,000
+91.7%
14,486
+78.4%
0.02%
-33.3%
Q2 2017$289,000
+2.8%
8,118
-1.5%
0.04%
+24.1%
Q1 2017$281,000
+25.4%
8,243
+15.9%
0.03%
+45.0%
Q4 2016$224,000
+16.1%
7,113
+12.2%
0.02%
-9.1%
Q3 2016$193,000
-29.8%
6,341
-29.8%
0.02%
-26.7%
Q2 2016$275,000
-1.1%
9,0270.0%0.03%
+3.4%
Q1 2016$278,000
-25.5%
9,027
-25.5%
0.03%
-27.5%
Q4 2015$373,000
+28.6%
12,124
+27.1%
0.04%
+2.6%
Q3 2015$290,000
-11.6%
9,5410.0%0.04%
-25.0%
Q2 2015$328,000
-99.9%
9,541
-0.1%
0.05%
-13.3%
Q1 2015$330,916,000
+3776.7%
9,553
-96.3%
0.06%
-96.4%
Q4 2014$8,536,000
+1956.9%
255,102
+2057.1%
1.65%
+1337.4%
Q3 2014$415,000
-15.3%
11,826
-10.4%
0.12%
+2.7%
Q2 2014$490,000
-29.8%
13,206
-32.3%
0.11%
-22.2%
Q1 2014$698,000
+44.5%
19,521
+43.9%
0.14%
+73.5%
Q4 2013$483,000
+19.0%
13,564
+14.4%
0.08%
-22.4%
Q3 2013$406,000
-17.5%
11,852
-24.8%
0.11%
-29.1%
Q2 2013$492,00015,7530.15%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders