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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,468 | +11.0% | 20,067 | +16.6% | 0.00% | 0.0% |
| Q2 2023 | $449,828 | -0.4% | 17,215 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $451,433 | +6.9% | 17,545 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $422,445 | +89.4% | 17,558 | +87.5% | 0.00% | 0.0% |
| Q2 2022 | $223,000 | -39.4% | 9,366 | -26.3% | 0.00% | -40.0% |
| Q3 2021 | $368,000 | -4.2% | 12,708 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $384,000 | +668.0% | 12,708 | +472.9% | 0.01% | +400.0% |
| Q2 2020 | $50,000 | – | 2,218 | – | 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% |