SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,549,606 | $38,569,704 | 5.03% |
| PITCAIRN CO | 2,039,555 | $50,764,524 | 4.33% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 741,984 | $18,467,972 | 3.16% |
| Gerber Kawasaki Wealth & Investment Management | 1,481,093 | $36,864,429 | 2.51% |
| Mach-1 Financial Group, LLC | 240,186 | $5,978,220 | 2.48% |
| IAG Wealth Partners, LLC | 327,249 | $8,145,243 | 2.27% |
| HANTZ FINANCIAL SERVICES, INC. | 257,547 | $6,410 | 2.14% |
| Courage Miller Partners, LLC | 188,592 | $4,694,061 | 1.92% |
| TIEMANN INVESTMENT ADVISORS, LLC | 132,497 | $3,297,850 | 1.76% |
| Avantax Planning Partners, Inc. | 1,578,763 | $39,295,411 | 1.64% |