SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,297,850 | -3.9% | 132,497 | +0.8% | 1.76% | +0.9% |
| Q2 2023 | $3,433,404 | +0.7% | 131,397 | -0.8% | 1.75% | -6.2% |
| Q1 2023 | $3,409,534 | +8.4% | 132,512 | +1.4% | 1.86% | +1.1% |
| Q4 2022 | $3,145,292 | +31.3% | 130,727 | +15.8% | 1.84% | +18.8% |
| Q3 2022 | $2,395,000 | -11.3% | 112,897 | -0.6% | 1.55% | +7.7% |
| Q2 2022 | $2,700,000 | -14.6% | 113,537 | -1.1% | 1.44% | -1.4% |
| Q1 2022 | $3,160,000 | -8.5% | 114,829 | -2.6% | 1.46% | +0.1% |
| Q4 2021 | $3,455,000 | +1.1% | 117,869 | -0.1% | 1.46% | -10.2% |
| Q3 2021 | $3,418,000 | -6.5% | 117,989 | -2.5% | 1.62% | -4.9% |
| Q2 2021 | $3,654,000 | +3.1% | 121,008 | -1.3% | 1.71% | -3.2% |
| Q1 2021 | $3,543,000 | +2.2% | 122,564 | -2.2% | 1.77% | -4.2% |
| Q4 2020 | $3,466,000 | +13.8% | 125,369 | -1.0% | 1.84% | -2.4% |
| Q3 2020 | $3,046,000 | +5.4% | 126,664 | -0.6% | 1.89% | -4.3% |
| Q2 2020 | $2,889,000 | +30.5% | 127,481 | +13.6% | 1.97% | +2.5% |
| Q1 2020 | $2,214,000 | -19.7% | 112,265 | +4.9% | 1.92% | +2.1% |
| Q4 2019 | $2,758,000 | +8.8% | 107,037 | +1.6% | 1.88% | +2.2% |
| Q3 2019 | $2,534,000 | +2.1% | 105,387 | +55.7% | 1.84% | +2.3% |
| Q2 2019 | $2,482,000 | +1.3% | 67,686 | +0.0% | 1.80% | -3.5% |
| Q1 2019 | $2,451,000 | +17.9% | 67,676 | +6.6% | 1.87% | +0.3% |
| Q4 2018 | $2,079,000 | -3.0% | 63,490 | +10.6% | 1.86% | +14.2% |
| Q3 2018 | $2,144,000 | +1.4% | 57,382 | +0.5% | 1.63% | -3.8% |
| Q2 2018 | $2,114,000 | -4.0% | 57,105 | +0.8% | 1.69% | -4.5% |
| Q1 2018 | $2,202,000 | -0.5% | 56,670 | -0.1% | 1.77% | +0.5% |
| Q4 2017 | $2,212,000 | +1.7% | 56,710 | -1.3% | 1.76% | -4.1% |
| Q3 2017 | $2,174,000 | +5.2% | 57,475 | -0.8% | 1.84% | -0.9% |
| Q2 2017 | $2,067,000 | +2.6% | 57,965 | -1.9% | 1.85% | -0.6% |
| Q1 2017 | $2,015,000 | +9.2% | 59,065 | +0.8% | 1.87% | +3.5% |
| Q4 2016 | $1,845,000 | +15.4% | 58,605 | +19.0% | 1.80% | +23.2% |
| Q3 2016 | $1,599,000 | +15.0% | 49,245 | +7.8% | 1.46% | +12.4% |
| Q2 2016 | $1,391,000 | +7.8% | 45,680 | +9.1% | 1.30% | +2.2% |
| Q1 2016 | $1,290,000 | +2.3% | 41,875 | +2.3% | 1.28% | -0.4% |
| Q4 2015 | $1,261,000 | +26.2% | 40,943 | +24.5% | 1.28% | +17.2% |
| Q3 2015 | $999,000 | +10.8% | 32,875 | +25.5% | 1.09% | +18.1% |
| Q2 2015 | $902,000 | +47.1% | 26,200 | +48.0% | 0.92% | +45.2% |
| Q1 2015 | $613,000 | +6.6% | 17,700 | +3.1% | 0.64% | +3.1% |
| Q4 2014 | $575,000 | +22.1% | 17,170 | +27.8% | 0.62% | +17.7% |
| Q3 2014 | $471,000 | -5.2% | 13,440 | +0.3% | 0.52% | -4.7% |
| Q2 2014 | $497,000 | -12.7% | 13,400 | -15.7% | 0.55% | -13.6% |
| Q1 2014 | $569,000 | +1.4% | 15,900 | +1.0% | 0.64% | -3.9% |
| Q4 2013 | $561,000 | – | 15,750 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |