SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 188 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202,311 | -6.3% | 7,863 | +0.2% | 0.04% | -2.7% |
| Q1 2022 | $216,000 | -6.1% | 7,846 | 0.0% | 0.04% | -7.5% |
| Q4 2021 | $230,000 | +1.3% | 7,846 | +0.1% | 0.04% | -9.1% |
| Q3 2021 | $227,000 | -4.2% | 7,842 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $237,000 | +3.5% | 7,842 | -0.8% | 0.05% | -8.0% |
| Q1 2021 | $229,000 | +4.6% | 7,905 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $219,000 | +5.8% | 7,905 | -8.1% | 0.05% | -8.9% |
| Q3 2020 | $207,000 | -6.8% | 8,600 | 0.0% | 0.06% | -9.7% |
| Q4 2019 | $222,000 | -22.1% | 8,600 | -27.5% | 0.06% | -28.7% |
| Q3 2019 | $285,000 | -1.7% | 11,862 | +49.8% | 0.09% | 0.0% |
| Q2 2019 | $290,000 | +1.0% | 7,918 | -0.0% | 0.09% | -2.2% |
| Q1 2019 | $287,000 | +10.8% | 7,920 | 0.0% | 0.09% | -4.3% |
| Q4 2018 | $259,000 | -12.5% | 7,920 | 0.0% | 0.09% | +2.2% |
| Q3 2018 | $296,000 | +1.0% | 7,920 | 0.0% | 0.09% | -4.2% |
| Q2 2018 | $293,000 | -4.9% | 7,920 | 0.0% | 0.10% | -6.9% |
| Q1 2018 | $308,000 | -6.7% | 7,920 | -6.5% | 0.10% | -5.6% |
| Q4 2017 | $330,000 | -12.0% | 8,470 | -14.7% | 0.11% | -16.9% |
| Q3 2017 | $375,000 | +0.3% | 9,925 | -5.6% | 0.13% | -6.5% |
| Q2 2017 | $374,000 | +4.2% | 10,511 | 0.0% | 0.14% | -2.8% |
| Q1 2017 | $359,000 | +9.5% | 10,511 | +0.8% | 0.14% | -2.1% |
| Q4 2016 | $328,000 | -3.0% | 10,431 | 0.0% | 0.15% | -6.4% |
| Q3 2016 | $338,000 | +6.6% | 10,431 | 0.0% | 0.16% | +1.3% |
| Q2 2016 | $317,000 | -1.2% | 10,431 | 0.0% | 0.15% | -3.8% |
| Q1 2016 | $321,000 | 0.0% | 10,431 | 0.0% | 0.16% | +0.6% |
| Q4 2015 | $321,000 | +1.3% | 10,431 | 0.0% | 0.16% | -6.5% |
| Q3 2015 | $317,000 | -11.7% | 10,431 | 0.0% | 0.17% | -11.9% |
| Q2 2015 | $359,000 | -0.6% | 10,431 | 0.0% | 0.19% | -7.2% |
| Q1 2015 | $361,000 | +2.0% | 10,431 | -1.5% | 0.21% | 0.0% |
| Q4 2014 | $354,000 | – | 10,593 | – | 0.21% | – |
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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% |