Capital Investment Advisors, LLC - SPDR INDEX SHS FDS ownership

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
Capital Investment Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$3,853,911
+3.3%
142,526
-4.9%
0.10%
-5.8%
Q3 2023$3,731,938
-9.3%
149,937
-4.7%
0.10%
-17.6%
Q2 2023$4,112,686
+0.0%
157,393
-1.5%
0.12%
+3.3%
Q1 2023$4,110,888
+104449.5%
159,770
-2.2%
0.12%
+1.7%
Q4 2022$3,932
-99.9%
163,426
-2.6%
0.12%
-2.5%
Q3 2022$3,560,000
-15.1%
167,853
-4.8%
0.12%
-12.2%
Q2 2022$4,191,000
-15.7%
176,230
-2.4%
0.14%
-8.6%
Q1 2022$4,971,000
-8.9%
180,627
-3.0%
0.15%
-9.0%
Q4 2021$5,456,000
-0.5%
186,156
-1.6%
0.17%
-9.2%
Q3 2021$5,481,000
-4.6%
189,208
-0.5%
0.18%
-7.1%
Q2 2021$5,744,000
+1.8%
190,199
-2.6%
0.20%
-7.0%
Q1 2021$5,643,000
+4.0%
195,179
-0.5%
0.21%
-6.2%
Q4 2020$5,426,000
+14.7%
196,235
-0.2%
0.23%
+0.4%
Q3 2020$4,729,000
+5.0%
196,649
-1.1%
0.23%
-3.4%
Q2 2020$4,505,000
+12.8%
198,795
-1.8%
0.23%
-8.2%
Q1 2020$3,993,000
-29.1%
202,477
-7.4%
0.26%
-6.2%
Q4 2019$5,633,000
+5.0%
218,604
-2.0%
0.27%
-3.2%
Q3 2019$5,363,000
-3.6%
223,079
+47.1%
0.28%
-7.9%
Q2 2019$5,562,000
+0.7%
151,679
-0.6%
0.30%
-5.3%
Q1 2019$5,526,000
+12.3%
152,619
+1.5%
0.32%
-1.8%
Q4 2018$4,922,000
-0.4%
150,321
+13.6%
0.33%
+12.3%
Q3 2018$4,943,000
+0.7%
132,304
-0.3%
0.29%
-4.6%
Q2 2018$4,911,000
-6.8%
132,659
-2.2%
0.31%
-11.0%
Q1 2018$5,270,000
-1.9%
135,660
-1.5%
0.34%
-2.0%
Q4 2017$5,374,000
+1.7%
137,795
-1.4%
0.35%
-3.3%
Q3 2017$5,285,000
+4.4%
139,710
-1.6%
0.36%0.0%
Q2 2017$5,063,000
+3.5%
141,978
-1.0%
0.36%
-2.2%
Q1 2017$4,890,000
+6.5%
143,364
-1.7%
0.37%
-4.1%
Q4 2016$4,592,000
-11.8%
145,809
-9.0%
0.39%
-15.5%
Q3 2016$5,204,000
+13.7%
160,231
+6.6%
0.46%
+6.8%
Q2 2016$4,577,000
-3.4%
150,311
-2.3%
0.43%
-7.9%
Q1 2016$4,738,000
+5.0%
153,786
+4.9%
0.47%
+0.4%
Q4 2015$4,514,000
+2.1%
146,543
+0.8%
0.46%
-6.5%
Q3 2015$4,421,000
-11.8%
145,417
-0.1%
0.50%
-8.0%
Q2 2015$5,011,000
+6.4%
145,574
+7.0%
0.54%
+8.2%
Q1 2015$4,711,000
+10.1%
135,999
+6.3%
0.50%
+5.3%
Q4 2014$4,280,000
-4.6%
127,909
-0.0%
0.47%
-8.0%
Q3 2014$4,488,000
-2.9%
127,950
+2.7%
0.51%
-2.8%
Q2 2014$4,621,000
-99.9%
124,553
+0.0%
0.53%
-5.5%
Q1 2014$4,459,935,000
+101469.9%
124,544
+1.1%
0.56%
-3.8%
Q4 2013$4,391,000123,2320.58%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders