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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |