Sequoia Financial Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 184 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$17,436,765
-6.3%
700,553
-1.6%
0.31%
-4.1%
Q2 2023$18,600,485
-3.4%
711,844
-4.9%
0.32%
-25.5%
Q1 2023$19,259,934
-4.1%
748,540
-10.3%
0.43%
-13.2%
Q4 2022$20,079,037
+12.3%
834,540
-1.0%
0.49%
-12.4%
Q3 2022$17,877,000
-15.5%
842,863
-5.3%
0.56%
-6.0%
Q2 2022$21,168,000
-18.3%
890,149
-5.5%
0.60%
-7.6%
Q1 2022$25,911,000
-7.4%
941,549
-1.3%
0.65%
-15.0%
Q4 2021$27,972,000
+175.7%
954,360
+172.5%
0.76%
-26.1%
Q3 2021$10,145,000
-64.7%
350,181
-63.2%
1.03%
-1.6%
Q2 2021$28,713,000
+8.9%
950,759
+4.2%
1.05%
-5.1%
Q1 2021$26,367,000
-10.5%
912,032
-14.4%
1.10%
-18.1%
Q4 2020$29,476,000
+12.0%
1,066,041
-2.6%
1.35%
-2.9%
Q3 2020$26,317,000
-4.6%
1,094,242
-10.1%
1.39%
-14.9%
Q2 2020$27,577,000
+0.3%
1,216,970
-12.7%
1.63%
-19.6%
Q1 2020$27,484,000
-16.4%
1,393,726
+9.2%
2.03%
-2.8%
Q4 2019$32,878,000
+12.1%
1,275,837
+4.5%
2.09%
-1.7%
Q3 2019$29,340,000
-19.3%
1,220,457
+23.1%
2.12%
-21.4%
Q2 2019$36,352,000
+17.5%
991,336
+16.0%
2.70%
+6.4%
Q1 2019$30,944,000
+98.7%
854,574
+79.7%
2.54%
+41.1%
Q4 2018$15,572,000
+13.4%
475,626
+29.4%
1.80%
+31.9%
Q3 2018$13,736,000
-8.0%
367,660
-8.9%
1.36%
-14.2%
Q2 2018$14,935,000
-3.6%
403,433
+1.2%
1.59%
-2.4%
Q1 2018$15,495,000
+1.2%
398,841
+1.6%
1.63%
+1.1%
Q4 2017$15,316,000
+5.5%
392,729
+2.3%
1.61%
-6.2%
Q3 2017$14,520,000
+5.1%
383,820
-1.0%
1.72%
+0.5%
Q2 2017$13,819,000
+5.1%
387,530
+0.5%
1.71%
+2.3%
Q1 2017$13,150,000
-0.5%
385,503
-8.1%
1.67%
-11.4%
Q4 2016$13,210,000
+9.1%
419,494
+12.5%
1.89%
-16.3%
Q3 2016$12,110,000372,8772.26%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders