SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 70 filers reported holding SPDR INDEX SHS FDS in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $67,000 | -2.9% | 2,136 | 0.0% | 0.06% | -3.4% |
| Q3 2016 | $69,000 | +13.1% | 2,136 | +6.7% | 0.06% | -6.5% |
| Q2 2016 | $61,000 | -1.6% | 2,001 | 0.0% | 0.06% | -4.6% |
| Q1 2016 | $62,000 | 0.0% | 2,001 | 0.0% | 0.06% | -4.4% |
| Q4 2015 | $62,000 | +1.6% | 2,001 | 0.0% | 0.07% | +25.9% |
| Q3 2015 | $61,000 | -9.0% | 2,001 | +3.3% | 0.05% | -1.8% |
| Q2 2015 | $67,000 | +3.1% | 1,938 | +3.7% | 0.06% | +10.0% |
| Q1 2015 | $65,000 | +3.2% | 1,869 | 0.0% | 0.05% | +8.7% |
| Q4 2014 | $63,000 | -4.5% | 1,869 | 0.0% | 0.05% | -14.8% |
| Q3 2014 | $66,000 | -1.5% | 1,869 | +3.0% | 0.05% | -14.3% |
| Q2 2014 | $67,000 | +9.8% | 1,815 | +6.8% | 0.06% | -12.5% |
| Q1 2014 | $61,000 | – | 1,700 | – | 0.07% | – |
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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% |