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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,362 | -6.9% | 22,778 | -10.6% | 0.21% | +1.5% |
| Q1 2023 | $612,905 | +12.1% | 25,474 | -1.2% | 0.20% | +15.8% |
| Q4 2022 | $546,603 | -0.1% | 25,771 | 0.0% | 0.18% | -0.6% |
| Q3 2022 | $547,000 | +16.6% | 25,771 | +30.6% | 0.18% | +6.6% |
| Q2 2022 | $469,000 | -13.6% | 19,731 | 0.0% | 0.17% | -12.1% |
| Q1 2022 | $543,000 | -6.7% | 19,731 | -0.7% | 0.19% | -14.0% |
| Q4 2021 | $582,000 | -21.8% | 19,871 | -22.7% | 0.22% | -33.6% |
| Q3 2021 | $744,000 | -5.9% | 25,692 | -1.9% | 0.33% | -1.8% |
| Q2 2021 | $791,000 | +1.2% | 26,184 | -3.2% | 0.34% | -4.5% |
| Q1 2021 | $782,000 | – | 27,052 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,812,433 | $81,307,000 | 11.26% |
| Wealth CMT | 444,058 | $12,838,000 | 7.56% |
| FINANCIAL CONSULATE, INC | 527,748 | $15,257,000 | 6.19% |
| Barnett & Company, Inc. | 275,111 | $7,953,000 | 4.23% |
| PITCAIRN CO | 1,686,904 | $48,769,000 | 3.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $7,241,000 | 3.07% |
| HANTZ FINANCIAL SERVICES, INC. | 304,896 | $8,815,000 | 2.92% |
| Iowa State Bank | 318,370 | $9,204,000 | 2.77% |
| Blackhawk Capital Partners LLC. | 130,524 | $3,609,000 | 2.72% |
| Courage Miller Partners, LLC | 185,552 | $5,364,000 | 2.33% |