Lenox Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2020$126,000
-69.0%
6,385
-59.5%
0.02%
-61.9%
Q4 2019$406,000
+8.8%
15,749
+1.5%
0.06%
+1.6%
Q3 2019$373,000
-3.1%
15,512
+47.9%
0.06%
-7.5%
Q2 2019$385,000
-96.6%
10,491
-96.6%
0.07%
-96.8%
Q1 2019$11,259,000
+21.6%
310,934
+9.9%
2.11%
+7.4%
Q4 2018$9,261,000
-46.2%
282,868
-38.6%
1.97%
-43.7%
Q3 2018$17,200,000
+11.6%
460,396
+10.6%
3.49%
+2.6%
Q2 2018$15,410,000
+8.3%
416,267
+13.6%
3.40%
+2.6%
Q1 2018$14,233,000
+7.0%
366,350
+7.4%
3.32%
-10.9%
Q4 2017$13,302,000
+48.3%
341,082
+43.8%
3.72%
+34.6%
Q3 2017$8,971,000
+13.5%
237,146
+7.0%
2.76%
+6.9%
Q2 2017$7,902,000
+17.2%
221,597
+12.2%
2.59%
+26.1%
Q1 2017$6,740,000
+13.4%
197,589
+4.7%
2.05%
+7.2%
Q4 2016$5,945,000
+1.2%
188,786
+4.4%
1.92%
+10.4%
Q3 2016$5,875,000
+11.8%
180,893
+4.8%
1.74%
+12.2%
Q2 2016$5,256,000
-11.8%
172,606
-10.8%
1.55%
-13.4%
Q1 2016$5,962,000
+20.7%
193,523
+20.7%
1.79%
+13.7%
Q4 2015$4,940,000
+35.9%
160,386
+34.2%
1.57%
+22.3%
Q3 2015$3,634,000
+74.8%
119,525
+97.9%
1.28%
+44.4%
Q2 2015$2,079,000
+88.1%
60,387
+89.3%
0.89%
+99.6%
Q1 2015$1,105,000
+135.6%
31,895
+127.6%
0.45%
+128.7%
Q4 2014$469,000
+542.5%
14,016
+570.6%
0.20%
+509.4%
Q3 2014$73,0002,0900.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2018
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