SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,601 | -4.7% | 667 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $17,428 | +1.6% | 667 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,161 | +6.9% | 667 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16,047 | +14.6% | 667 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -12.5% | 667 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -11.1% | 667 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 667 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | -5.0% | 667 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 667 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -26.9% | 667 | -30.0% | 0.00% | -33.3% |
| Q4 2020 | $26,000 | +13.0% | 953 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 953 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | +15.8% | 953 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -24.0% | 953 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $25,000 | +8.7% | 953 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 953 | +49.8% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 636 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 636 | +1.4% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | +200.0% | 627 | +205.9% | 0.00% | +100.0% |
| Q3 2016 | $7,000 | +16.7% | 205 | 0.0% | 0.00% | +100.0% |
| Q2 2016 | $6,000 | – | 205 | – | 0.00% | – |
Download | ||||||
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% |