SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 86 filers reported holding SPDR INDEX SHS FDS in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $17,000 | 0.0% | 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 | $9,000 | 0.0% | 290 | 0.0% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 290 | 0.0% | 0.00% | – |
| Q3 2015 | $9,000 | -10.0% | 290 | 0.0% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 290 | 0.0% | 0.00% | – |
| Q4 2014 | $10,000 | 0.0% | 290 | 0.0% | 0.00% | – |
| Q3 2014 | $10,000 | -9.1% | 290 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | +10.0% | 290 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 290 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | 0.0% | 290 | 0.0% | 0.00% | – |
| Q3 2013 | $10,000 | +11.1% | 290 | 0.0% | 0.00% | – |
| Q2 2013 | $9,000 | – | 290 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strid Group, LLC | 978,124 | $32,024,000 | 13.08% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 829,961 | $27,173,000 | 8.73% |
| Tanglewood Wealth Management, Inc. | 631,670 | $20,681,000 | 5.19% |
| Domani Wealth, LLC | 314,760 | $10,305,000 | 4.80% |
| Avantax Planning Partners, Inc. | 1,908,665 | $62,490,000 | 4.71% |
| Barnett & Company, Inc. | 222,600 | $7,288,000 | 4.16% |
| Montecito Bank & Trust | 259,824 | $8,507,000 | 2.94% |
| Wambolt & Associates, LLC | 61,246 | $2,005,000 | 2.21% |
| Courage Miller Partners, LLC | 108,768 | $3,561,000 | 2.11% |
| COLONY GROUP LLC | 1,331,115 | $43,581,000 | 2.11% |