SVA Wealth Management, 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
SVA Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2020$410,000
+11.7%
14,844
-2.8%
0.04%0.0%
Q3 2020$367,000
-0.8%
15,277
-6.4%
0.04%
-10.0%
Q2 2020$370,000
-39.9%
16,330
-47.7%
0.04%
-43.7%
Q1 2020$616,000
-71.4%
31,240
-62.6%
0.07%
-64.0%
Q4 2019$2,152,000
+7.0%
83,514
-0.1%
0.20%0.0%
Q3 2019$2,011,000
-2.6%
83,637
+48.5%
0.20%
-3.0%
Q2 2019$2,065,000
+0.3%
56,307
-0.9%
0.20%
+2.0%
Q1 2019$2,058,000
-30.2%
56,836
-36.9%
0.20%
-39.9%
Q4 2018$2,947,000
+59.5%
90,020
+82.0%
0.33%
+76.1%
Q3 2018$1,848,000
+10.9%
49,452
+9.8%
0.19%
+4.4%
Q2 2018$1,667,00045,0250.18%
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