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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $941,464 | +0.7% | 36,030 | -0.9% | 0.00% | +100.0% |
| Q1 2023 | $935,054 | -1.9% | 36,341 | -8.3% | 0.00% | -66.7% |
| Q4 2022 | $953,257 | +13.3% | 39,620 | -0.1% | 0.01% | -40.0% |
| Q3 2022 | $841,000 | -10.3% | 39,665 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $938,000 | +3.0% | 39,430 | +19.1% | 0.01% | -28.6% |
| Q1 2022 | $911,000 | -10.1% | 33,110 | -4.2% | 0.01% | -6.7% |
| Q4 2021 | $1,013,000 | +3.7% | 34,551 | +2.4% | 0.02% | -28.6% |
| Q3 2021 | $977,000 | -44.1% | 33,739 | -41.7% | 0.02% | -44.7% |
| Q2 2021 | $1,749,000 | -3.2% | 57,916 | -7.3% | 0.04% | -11.6% |
| Q1 2021 | $1,806,000 | +18.3% | 62,470 | +13.1% | 0.04% | -12.2% |
| Q4 2020 | $1,527,000 | – | 55,252 | – | 0.05% | – |
Download | ||||||
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% |