Gradient Investments LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 189 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
Gradient Investments LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$3,142
-0.3%
1110.0%0.00%
Q1 2024$3,152
+5.0%
1110.0%0.00%
Q4 2023$3,001
+8.6%
1110.0%0.00%
Q3 2023$2,763
-4.7%
1110.0%0.00%
Q2 2023$2,900
+1.5%
1110.0%0.00%
Q1 2023$2,856
+6.9%
1110.0%0.00%
Q4 2022$2,671
+33.6%
1110.0%0.00%
Q3 2022$2,000
-33.3%
1110.0%0.00%
Q2 2022$3,0000.0%1110.0%0.00%
Q1 2022$3,0000.0%1110.0%0.00%
Q4 2021$3,0000.0%1110.0%0.00%
Q3 2021$3,0000.0%1110.0%0.00%
Q2 2021$3,0000.0%1110.0%0.00%
Q1 2021$3,000
-57.1%
111
-62.2%
0.00%
Q4 2020$7,0000.0%2940.0%0.00%
Q3 2020$7,0000.0%2940.0%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$103,0000.0%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$129,0004,1990.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,737,108$75,325,00010.30%
Wealth CMT 555,340$15,283,0007.79%
FINANCIAL CONSULATE, INC 697,606$19,198,0007.37%
Ledge Wealth Management, Inc. 381,085$10,487,0006.52%
PITCAIRN CO 1,765,031$48,574,0004.23%
Iowa State Bank 436,007$11,999,0002.78%
HANTZ FINANCIAL SERVICES, INC. 577,926$7,959,9522.48%
EASTERN BANK 1,770,347$48,720,0002.26%
TOBIAS FINANCIAL ADVISORS, INC. 234,234$6,446,0002.22%
Courage Miller Partners, LLC 191,313$5,265,0002.09%
View complete list of SPDR INDEX SHS FDS shareholders