SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 188 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,763 | -4.7% | 111 | 0.0% | 0.00% | – |
| Q2 2023 | $2,900 | +1.5% | 111 | 0.0% | 0.00% | – |
| Q1 2023 | $2,856 | +6.9% | 111 | 0.0% | 0.00% | – |
| Q4 2022 | $2,671 | +33.6% | 111 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 111 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | -57.1% | 111 | -62.2% | 0.00% | – |
| Q4 2020 | $7,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | -53.3% | 294 | -61.4% | 0.00% | -100.0% |
| Q1 2020 | $15,000 | -99.2% | 762 | -98.9% | 0.00% | -98.8% |
| Q4 2019 | $1,811,000 | +8.8% | 70,274 | +1.5% | 0.08% | -1.2% |
| Q3 2019 | $1,664,000 | -1.5% | 69,209 | +50.2% | 0.08% | -5.7% |
| Q2 2019 | $1,690,000 | +79.0% | 46,074 | +76.7% | 0.09% | +42.6% |
| Q1 2019 | $944,000 | +201.6% | 26,068 | +173.0% | 0.06% | +221.1% |
| Q4 2018 | $313,000 | -11.3% | 9,548 | +1.1% | 0.02% | +5.6% |
| Q3 2018 | $353,000 | -5.6% | 9,443 | -6.6% | 0.02% | -10.0% |
| Q2 2018 | $374,000 | -5.1% | 10,115 | -0.2% | 0.02% | -4.8% |
| Q1 2018 | $394,000 | +3.7% | 10,137 | +4.1% | 0.02% | -4.5% |
| Q4 2017 | $380,000 | +1.3% | 9,740 | -1.6% | 0.02% | -8.3% |
| Q3 2017 | $375,000 | +16.1% | 9,903 | +9.3% | 0.02% | +4.3% |
| Q2 2017 | $323,000 | +213.6% | 9,058 | +201.2% | 0.02% | +187.5% |
| Q1 2017 | $103,000 | 0.0% | 3,007 | -7.8% | 0.01% | -11.1% |
| Q4 2016 | $103,000 | -5.5% | 3,262 | -3.0% | 0.01% | -18.2% |
| Q3 2016 | $109,000 | -5.2% | 3,362 | -11.2% | 0.01% | -8.3% |
| Q2 2016 | $115,000 | -10.9% | 3,785 | -9.9% | 0.01% | -25.0% |
| Q1 2016 | $129,000 | – | 4,199 | – | 0.02% | – |
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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% |