SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 184 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,569,704 | -5.7% | 1,549,606 | -1.0% | 5.03% | -7.3% |
| Q2 2023 | $40,906,108 | +1.7% | 1,565,484 | +0.1% | 5.43% | -1.9% |
| Q1 2023 | $40,229,347 | +27.8% | 1,563,519 | +19.5% | 5.53% | +26.5% |
| Q4 2022 | $31,475,327 | -4.9% | 1,308,201 | -16.2% | 4.37% | -14.1% |
| Q3 2022 | $33,111,000 | -50.0% | 1,561,124 | -43.9% | 5.09% | -45.7% |
| Q2 2022 | $66,172,000 | -12.2% | 2,782,676 | +1.7% | 9.38% | -8.9% |
| Q1 2022 | $75,325,000 | -12.7% | 2,737,108 | -7.0% | 10.30% | -3.3% |
| Q4 2021 | $86,279,000 | +1.8% | 2,943,659 | +0.6% | 10.64% | -4.6% |
| Q3 2021 | $84,751,000 | -2.4% | 2,925,459 | +1.7% | 11.16% | -2.2% |
| Q2 2021 | $86,857,000 | +6.8% | 2,876,060 | +2.3% | 11.41% | +1.3% |
| Q1 2021 | $81,307,000 | +4.3% | 2,812,433 | -0.2% | 11.26% | -2.8% |
| Q4 2020 | $77,927,000 | +15.8% | 2,818,325 | +0.7% | 11.60% | +6.8% |
| Q3 2020 | $67,279,000 | +31.9% | 2,797,469 | +24.3% | 10.86% | +20.0% |
| Q2 2020 | $50,997,000 | +16.8% | 2,250,547 | +1.7% | 9.05% | -2.8% |
| Q1 2020 | $43,652,000 | -28.4% | 2,213,576 | -6.5% | 9.31% | -10.1% |
| Q4 2019 | $60,993,000 | +10.4% | 2,366,819 | +3.0% | 10.35% | +2.2% |
| Q3 2019 | $55,252,000 | +18.3% | 2,298,325 | +80.4% | 10.13% | +12.9% |
| Q2 2019 | $46,716,000 | +52.3% | 1,273,951 | +50.4% | 8.97% | +24.5% |
| Q1 2019 | $30,674,000 | +12.9% | 847,113 | +2.1% | 7.21% | -17.4% |
| Q4 2018 | $27,173,000 | -18.1% | 829,961 | -6.6% | 8.73% | +4.6% |
| Q3 2018 | $33,190,000 | +4.8% | 888,375 | +3.9% | 8.35% | +1.2% |
| Q2 2018 | $31,662,000 | +101.4% | 855,266 | +111.4% | 8.25% | +100.4% |
| Q1 2018 | $15,720,000 | +2.3% | 404,627 | +2.7% | 4.12% | +1.9% |
| Q4 2017 | $15,360,000 | +2.9% | 393,846 | -0.2% | 4.04% | +1.9% |
| Q3 2017 | $14,932,000 | +8.3% | 394,717 | +2.0% | 3.96% | +2.2% |
| Q2 2017 | $13,793,000 | +8.6% | 386,806 | +3.9% | 3.88% | +10.3% |
| Q1 2017 | $12,701,000 | +15.9% | 372,356 | +7.0% | 3.52% | +5.1% |
| Q4 2016 | $10,959,000 | -18.4% | 348,022 | -15.9% | 3.34% | -21.5% |
| Q3 2016 | $13,438,000 | -2.4% | 413,761 | -8.5% | 4.26% | -5.0% |
| Q2 2016 | $13,764,000 | +5.5% | 452,011 | +6.8% | 4.49% | +6.9% |
| Q1 2016 | $13,044,000 | +1.9% | 423,373 | +1.8% | 4.20% | -8.8% |
| Q4 2015 | $12,804,000 | +15.4% | 415,710 | +13.9% | 4.61% | -4.4% |
| Q3 2015 | $11,098,000 | -12.7% | 365,063 | -1.1% | 4.82% | +5.8% |
| Q2 2015 | $12,709,000 | +2.3% | 369,231 | +3.0% | 4.55% | +6.1% |
| Q1 2015 | $12,423,000 | +52.1% | 358,644 | +47.0% | 4.29% | +48.9% |
| Q4 2014 | $8,166,000 | – | 244,038 | – | 2.88% | – |
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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% |