Creative Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 61 filers reported holding SPDR INDEX SHS FDS in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$309,734
+35.4%
12,444
+42.2%
0.00%
Q2 2023$228,718
-12.3%
8,753
-13.6%
0.00%
Q1 2023$260,673
-14.6%
10,131
-20.2%
0.00%
Q4 2022$305,349
+40.1%
12,691
+60.1%
0.00%
Q1 2022$218,000
+5.3%
7,925
+12.3%
0.00%
Q4 2021$207,000
+381.4%
7,056
+490.0%
0.00%
Q2 2017$43,000
+7.5%
1,196
+0.8%
0.00%
Q1 2017$40,000
+135.3%
1,187
+123.1%
0.00%
Q4 2016$17,0000.0%532
+1.3%
0.00%
Q3 2016$17,000
-52.8%
525
-55.0%
0.00%
Q2 2016$36,000
+300.0%
1,166
+302.1%
0.00%
Q1 2016$9,0000.0%2900.0%0.00%
Q4 2015$9,0000.0%2900.0%0.00%
Q3 2015$9,000
-10.0%
2900.0%0.00%
Q1 2015$10,0000.0%2900.0%0.00%
Q4 2014$10,0000.0%2900.0%0.00%
Q3 2014$10,000
-9.1%
2900.0%0.00%
Q2 2014$11,000
+10.0%
2900.0%0.00%
Q1 2014$10,0000.0%2900.0%0.00%
Q4 2013$10,0000.0%2900.0%0.00%
Q3 2013$10,000
+11.1%
2900.0%0.00%
Q2 2013$9,0002900.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2014
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,943,659$86,279,00010.64%
Wealth CMT 565,552$16,576,0008.51%
FINANCIAL CONSULATE, INC 632,955$18,552,0006.43%
Iowa State Bank 478,589$14,027,0003.30%
PITCAIRN CO 1,737,836$50,936,0003.28%
HANTZ FINANCIAL SERVICES, INC. 297,246$8,712,0002.61%
Courage Miller Partners, LLC 191,925$5,625,0002.13%
EASTERN BANK 1,613,365$47,288,0002.06%
Montecito Bank & Trust 378,903$11,105,0001.97%
Jacobi Capital Management LLC 481,611$14,116,0001.68%
View complete list of SPDR INDEX SHS FDS shareholders