SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,703,181 | +2.4% | 309,489 | +7.6% | 0.07% | +6.2% |
| Q2 2023 | $7,518,998 | +69.8% | 287,753 | +67.2% | 0.06% | +54.8% |
| Q1 2023 | $4,427,939 | +908.3% | 172,092 | -70.2% | 0.04% | +90.9% |
| Q4 2022 | $439,156 | -95.9% | 577,228 | +14.4% | 0.02% | -82.1% |
| Q3 2022 | $10,702,000 | +155.6% | 504,566 | +186.6% | 0.12% | +232.4% |
| Q2 2022 | $4,187,000 | +1.0% | 176,072 | +16.9% | 0.04% | +15.6% |
| Q1 2022 | $4,144,000 | +9.7% | 150,600 | +16.8% | 0.03% | +14.3% |
| Q4 2021 | $3,778,000 | -12.9% | 128,885 | -13.9% | 0.03% | 0.0% |
| Q3 2021 | $4,336,000 | +23.0% | 149,675 | +28.3% | 0.03% | -9.7% |
| Q2 2021 | $3,524,000 | +6.0% | 116,695 | +1.5% | 0.03% | -3.1% |
| Q1 2021 | $3,323,000 | +158.4% | 114,959 | +147.1% | 0.03% | +146.2% |
| Q4 2020 | $1,286,000 | +36.7% | 46,523 | +18.9% | 0.01% | +8.3% |
| Q3 2020 | $941,000 | +5.5% | 39,130 | -0.6% | 0.01% | 0.0% |
| Q2 2020 | $892,000 | +31.4% | 39,350 | +14.2% | 0.01% | 0.0% |
| Q1 2020 | $679,000 | -45.5% | 34,444 | -28.7% | 0.01% | -36.8% |
| Q4 2019 | $1,245,000 | +7.7% | 48,301 | +0.4% | 0.02% | +5.6% |
| Q3 2019 | $1,156,000 | -4.4% | 48,103 | +45.8% | 0.02% | -18.2% |
| Q2 2019 | $1,209,000 | +3.7% | 32,982 | +2.4% | 0.02% | -4.3% |
| Q1 2019 | $1,166,000 | +4.4% | 32,212 | -5.6% | 0.02% | -14.8% |
| Q4 2018 | $1,117,000 | +39.5% | 34,126 | +59.1% | 0.03% | +68.8% |
| Q3 2018 | $801,000 | +9.1% | 21,448 | +7.1% | 0.02% | +33.3% |
| Q2 2018 | $734,000 | +20.5% | 20,022 | +27.8% | 0.01% | -50.0% |
| Q1 2018 | $609,000 | -36.0% | 15,669 | -33.9% | 0.02% | -40.0% |
| Q4 2017 | $952,000 | +3.8% | 23,694 | -1.9% | 0.04% | +73.9% |
| Q3 2017 | $917,000 | +6.9% | 24,159 | +0.1% | 0.02% | 0.0% |
| Q2 2017 | $858,000 | +152.4% | 24,134 | +141.1% | 0.02% | +130.0% |
| Q1 2017 | $340,000 | +44.7% | 10,009 | +38.5% | 0.01% | +25.0% |
| Q4 2016 | $235,000 | +2.2% | 7,229 | +8.4% | 0.01% | -27.3% |
| Q2 2015 | $230,000 | +173.8% | 6,668 | +179.3% | 0.01% | +83.3% |
| Q3 2014 | $84,000 | – | 2,387 | – | 0.01% | – |
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% |