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 184 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,943,659$86,279,00010.64%
Wealth CMT 565,552$16,576,0008.51%
FINANCIAL CONSULATE, INC 632,955$18,552,0006.43%
Iowa State Bank 478,589$14,027,0003.30%
PITCAIRN CO 1,737,836$50,936,0003.28%
HANTZ FINANCIAL SERVICES, INC. 297,246$8,712,0002.61%
Courage Miller Partners, LLC 191,925$5,625,0002.13%
EASTERN BANK 1,613,365$47,288,0002.06%
Montecito Bank & Trust 378,903$11,105,0001.97%
Jacobi Capital Management LLC 481,611$14,116,0001.68%
View complete list of SPDR INDEX SHS FDS shareholders