Wealth Architects, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$202,311
-6.3%
7,863
+0.2%
0.04%
-2.7%
Q1 2022$216,000
-6.1%
7,8460.0%0.04%
-7.5%
Q4 2021$230,000
+1.3%
7,846
+0.1%
0.04%
-9.1%
Q3 2021$227,000
-4.2%
7,8420.0%0.04%
-4.3%
Q2 2021$237,000
+3.5%
7,842
-0.8%
0.05%
-8.0%
Q1 2021$229,000
+4.6%
7,9050.0%0.05%
-2.0%
Q4 2020$219,000
+5.8%
7,905
-8.1%
0.05%
-8.9%
Q3 2020$207,000
-6.8%
8,6000.0%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%
7,9200.0%0.09%
-4.3%
Q4 2018$259,000
-12.5%
7,9200.0%0.09%
+2.2%
Q3 2018$296,000
+1.0%
7,9200.0%0.09%
-4.2%
Q2 2018$293,000
-4.9%
7,9200.0%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%
10,5110.0%0.14%
-2.8%
Q1 2017$359,000
+9.5%
10,511
+0.8%
0.14%
-2.1%
Q4 2016$328,000
-3.0%
10,4310.0%0.15%
-6.4%
Q3 2016$338,000
+6.6%
10,4310.0%0.16%
+1.3%
Q2 2016$317,000
-1.2%
10,4310.0%0.15%
-3.8%
Q1 2016$321,0000.0%10,4310.0%0.16%
+0.6%
Q4 2015$321,000
+1.3%
10,4310.0%0.16%
-6.5%
Q3 2015$317,000
-11.7%
10,4310.0%0.17%
-11.9%
Q2 2015$359,000
-0.6%
10,4310.0%0.19%
-7.2%
Q1 2015$361,000
+2.0%
10,431
-1.5%
0.21%0.0%
Q4 2014$354,00010,5930.21%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 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