SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,573,499 | +4.0% | 63,218 | +9.2% | 0.03% | 0.0% |
| Q2 2023 | $1,512,570 | +2.1% | 57,886 | +0.5% | 0.03% | -15.0% |
| Q1 2023 | $1,481,849 | +4.1% | 57,592 | -2.6% | 0.04% | +11.1% |
| Q4 2022 | $1,423,300 | +354.7% | 59,156 | +518.5% | 0.04% | +125.0% |
| Q4 2018 | $313,000 | -42.6% | 9,565 | -34.4% | 0.02% | -33.3% |
| Q3 2018 | $545,000 | +19.0% | 14,583 | +18.0% | 0.02% | +20.0% |
| Q2 2018 | $458,000 | +144.9% | 12,363 | +156.3% | 0.02% | +150.0% |
| Q1 2018 | $187,000 | +28.1% | 4,824 | +28.5% | 0.01% | +14.3% |
| Q4 2017 | $146,000 | -31.8% | 3,755 | -33.8% | 0.01% | -30.0% |
| Q3 2017 | $214,000 | -62.2% | 5,670 | -64.2% | 0.01% | -65.5% |
| Q2 2017 | $566,000 | +19.7% | 15,858 | +14.4% | 0.03% | +7.4% |
| Q1 2017 | $473,000 | – | 13,856 | – | 0.03% | – |
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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% |