Creative Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders