MARK SHEPTOFF FINANCIAL PLANNING, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 126 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$2,0000.0%840.0%0.00%0.0%
Q2 2022$2,0000.0%840.0%0.00%0.0%
Q1 2022$2,0000.0%840.0%0.00%0.0%
Q4 2021$2,0000.0%840.0%0.00%0.0%
Q3 2021$2,000
-33.3%
840.0%0.00%
-50.0%
Q2 2021$3,000
+50.0%
840.0%0.00%
+100.0%
Q1 2021$2,0000.0%840.0%0.00%0.0%
Q4 2020$2,0000.0%840.0%0.00%0.0%
Q3 2020$2,0000.0%840.0%0.00%0.0%
Q2 2020$2,0000.0%840.0%0.00%
-50.0%
Q1 2020$2,000
-90.0%
84
-83.9%
0.00%
-85.7%
Q3 2018$20,000
-47.4%
523
-48.9%
0.01%
-50.0%
Q2 2018$38,000
-5.0%
1,0230.0%0.03%0.0%
Q1 2018$40,0000.0%1,0230.0%0.03%
+7.7%
Q4 2017$40,000
+2.6%
1,0230.0%0.03%0.0%
Q3 2017$39,0001,0230.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Montecito Bank & Trust 409,414$13,965,0005.10%
HENGEHOLD CAPITAL MANAGEMENT LLC 372,356$12,701,0003.52%
Lenox Wealth Advisors, LLC 197,589$6,740,0002.05%
TIEMANN INVESTMENT ADVISORS, LLC 59,065$2,015,0001.87%
Courage Miller Partners, LLC 74,569$2,544,0001.76%
Sequoia Financial Advisors, LLC 385,503$13,150,0001.67%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 340,756$11,623,0001.55%
WEALTHSOURCE PARTNERS, LLC 117,674$4,014,0001.48%
PITCAIRN CO 358,246$12,220,0001.48%
NORTHWEST INVESTMENT COUNSELORS, LLC 88,785$3,028,0001.46%
View complete list of SPDR INDEX SHS FDS shareholders