JFS WEALTH ADVISORS, LLC - SPDR INDEX SHS FDS ownership

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
JFS WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$216,695
-4.7%
8,7060.0%0.02%0.0%
Q2 2023$227,491
+1.5%
8,706
-0.0%
0.02%
-4.8%
Q1 2023$224,051
+3.3%
8,708
-3.4%
0.02%0.0%
Q4 2022$216,991
+13.6%
9,019
+0.2%
0.02%0.0%
Q3 2022$191,000
-12.8%
9,002
-2.4%
0.02%
-8.7%
Q2 2022$219,000
-13.4%
9,225
+0.2%
0.02%
-4.2%
Q1 2022$253,000
-6.3%
9,2060.0%0.02%
-4.0%
Q4 2021$270,000
-2.9%
9,206
-4.1%
0.02%
-13.8%
Q3 2021$278,000
-4.1%
9,6000.0%0.03%
-32.6%
Q2 2021$290,000
-0.7%
9,600
-5.0%
0.04%
-28.3%
Q1 2021$292,000
+5.4%
10,102
+0.9%
0.06%
+3.4%
Q4 2020$277,000
+12.6%
10,008
-2.2%
0.06%0.0%
Q3 2020$246,000
+6.0%
10,235
-0.2%
0.06%
-3.3%
Q2 2020$232,000
+28.2%
10,255
+11.5%
0.06%
+11.1%
Q1 2020$181,000
-23.9%
9,195
-0.4%
0.05%
-8.5%
Q4 2019$238,000
+7.2%
9,235
+0.2%
0.06%
+3.5%
Q3 2019$222,000
-10.5%
9,217
+36.4%
0.06%
-9.5%
Q2 2019$248,000
+1.6%
6,757
+0.2%
0.06%
-1.6%
Q1 2019$244,000
+10.4%
6,7450.0%0.06%
+8.5%
Q4 2018$221,000
-14.0%
6,745
-2.1%
0.06%
-10.6%
Q3 2018$257,000
+0.8%
6,8870.0%0.07%
-1.5%
Q2 2018$255,000
-4.5%
6,887
+0.1%
0.07%
-4.3%
Q1 2018$267,000
-4.6%
6,878
-4.2%
0.07%
+1.4%
Q4 2017$280,000
+13.4%
7,179
+10.2%
0.07%
+7.8%
Q3 2017$247,000
-14.5%
6,517
-19.5%
0.06%
-19.0%
Q2 2017$289,000
+10.3%
8,094
-2.5%
0.08%
+11.3%
Q1 2017$262,0000.0%8,3050.0%0.07%0.0%
Q4 2016$262,000
-18.4%
8,305
-16.1%
0.07%
-22.8%
Q3 2016$321,000
-15.5%
9,896
-20.8%
0.09%
-12.4%
Q2 2016$380,000
-7.5%
12,490
-6.4%
0.10%
-13.2%
Q1 2016$411,000
-26.5%
13,345
-26.4%
0.12%
-24.8%
Q4 2015$559,000
+43.0%
18,143
+41.1%
0.16%
-6.4%
Q3 2015$391,000
-3.7%
12,861
+9.0%
0.17%
-17.3%
Q2 2015$406,000
+4.6%
11,795
+5.4%
0.21%
+14.3%
Q1 2015$388,000
+30.6%
11,195
+26.0%
0.18%
+287.2%
Q4 2014$297,000
+0.3%
8,888
+5.1%
0.05%
-9.6%
Q3 2014$296,000
+14.7%
8,453
+21.7%
0.05%
+10.6%
Q2 2014$258,0006,9450.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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