SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,841,576 | +136.4% | 76,541 | +108.3% | 1.44% | +124.0% |
| Q3 2022 | $779,000 | -52.9% | 36,738 | -47.1% | 0.64% | -50.2% |
| Q2 2022 | $1,653,000 | -29.3% | 69,498 | -18.2% | 1.29% | -18.8% |
| Q1 2022 | $2,339,000 | +59.3% | 85,001 | +69.8% | 1.59% | +79.0% |
| Q4 2021 | $1,468,000 | +2.6% | 50,073 | +1.4% | 0.89% | -1.9% |
| Q3 2021 | $1,431,000 | +9.2% | 49,380 | +8.9% | 0.90% | +1.8% |
| Q2 2021 | $1,311,000 | -63.7% | 45,338 | -65.3% | 0.89% | -67.3% |
| Q1 2021 | $3,609,000 | +251.4% | 130,524 | +205.6% | 2.72% | +209.3% |
| Q4 2020 | $1,027,000 | +10.0% | 42,714 | +3.6% | 0.88% | +3.8% |
| Q3 2020 | $934,000 | -29.7% | 41,214 | +20.5% | 0.85% | -25.0% |
| Q1 2018 | $1,328,000 | -46.8% | 34,189 | -46.6% | 1.13% | -47.7% |
| Q4 2017 | $2,498,000 | – | 64,063 | – | 2.16% | – |
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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% |