RKL Wealth Management LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,039,868
-11.5%
41,779
-7.1%
0.13%
-8.6%
Q2 2023$1,175,339
+0.8%
44,980
-0.7%
0.14%
-5.4%
Q1 2023$1,165,789
+4.0%
45,309
-2.7%
0.15%
-2.0%
Q4 2022$1,120,531
+4.1%
46,572
-8.2%
0.15%
-3.2%
Q3 2022$1,076,000
-12.4%
50,731
-1.8%
0.16%
-7.7%
Q2 2022$1,228,000
-14.4%
51,658
-0.8%
0.17%
-2.3%
Q1 2022$1,434,000
-9.5%
52,097
-3.7%
0.17%
-8.5%
Q4 2021$1,585,000
+5.3%
54,076
+4.1%
0.19%
-1.6%
Q3 2021$1,505,000
-5.9%
51,965
-1.9%
0.19%
-5.4%
Q2 2021$1,600,000
+0.9%
52,989
-3.4%
0.20%
-4.7%
Q1 2021$1,586,000
+1.8%
54,854
-2.7%
0.21%
-2.3%
Q4 2020$1,558,000
+14.3%
56,355
-0.5%
0.22%0.0%
Q3 2020$1,363,000
+2.8%
56,660
-3.2%
0.22%
-4.4%
Q2 2020$1,326,000
+22.8%
58,527
+6.9%
0.23%
+0.4%
Q1 2020$1,080,000
-19.8%
54,758
+4.9%
0.23%
-6.2%
Q4 2019$1,346,000
+15.0%
52,213
+7.6%
0.24%
+8.1%
Q3 2019$1,170,000
-15.2%
48,532
+29.3%
0.22%
-12.2%
Q2 2019$1,380,000
+6.4%
37,539
+5.4%
0.25%0.0%
Q1 2019$1,297,000
+73.9%
35,622
+56.5%
0.25%
+47.7%
Q4 2018$746,000
+14.8%
22,756
+30.2%
0.17%
+24.6%
Q3 2018$650,000
+31.6%
17,483
+31.3%
0.14%
+23.2%
Q2 2018$494,00013,3130.11%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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