Smith & Howard Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Smith & Howard Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$208,000
-6.3%
7,5740.0%0.09%
-13.0%
Q4 2021$222,000
+1.4%
7,5740.0%0.10%
-2.9%
Q3 2021$219,000
-4.4%
7,5740.0%0.10%
-5.5%
Q2 2021$229,000
+4.6%
7,5740.0%0.11%
-0.9%
Q1 2021$219,000
+4.8%
7,5740.0%0.11%
-0.9%
Q4 2020$209,000
-46.1%
7,574
-39.9%
0.11%
-31.1%
Q1 2016$388,000
-9.1%
12,599
-9.1%
0.16%
-23.0%
Q4 2015$427,000
-14.9%
13,853
-16.1%
0.21%
-13.6%
Q3 2015$502,000
-11.6%
16,5030.0%0.24%
-2.8%
Q2 2015$568,000
-0.7%
16,5030.0%0.25%
+0.8%
Q1 2015$572,000
+7.3%
16,503
+3.5%
0.25%
-3.1%
Q4 2014$533,000
-8.3%
15,940
-3.8%
0.26%
-15.3%
Q3 2014$581,000
-5.5%
16,5650.0%0.30%
-5.9%
Q2 2014$615,000
+2.8%
16,565
-0.8%
0.32%
-4.8%
Q1 2014$598,000
+0.5%
16,6980.0%0.34%
+2.4%
Q4 2013$595,000
+4.0%
16,6980.0%0.33%
-3.8%
Q3 2013$572,000
+9.6%
16,6980.0%0.34%
+2.1%
Q2 2013$522,00016,6980.33%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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