SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,685,901 | +8.6% | 194,759 | -4.3% | 0.38% | -0.5% |
| Q3 2022 | $4,315,000 | -7.1% | 203,468 | +4.2% | 0.39% | -4.0% |
| Q2 2022 | $4,645,000 | -13.3% | 195,312 | +0.4% | 0.40% | -3.4% |
| Q1 2022 | $5,356,000 | -3.6% | 194,619 | +2.6% | 0.42% | -0.7% |
| Q4 2021 | $5,558,000 | +6.7% | 189,612 | +5.5% | 0.42% | -1.2% |
| Q3 2021 | $5,208,000 | -1.6% | 179,763 | +2.5% | 0.42% | -1.9% |
| Q2 2021 | $5,294,000 | -2.1% | 175,309 | -6.2% | 0.43% | -9.2% |
| Q1 2021 | $5,405,000 | -53.7% | 186,957 | -54.8% | 0.48% | -9.5% |
| Q4 2020 | $11,673,000 | +106.7% | 413,650 | +76.2% | 0.53% | -7.4% |
| Q3 2020 | $5,647,000 | +1.5% | 234,799 | -4.3% | 0.57% | -4.7% |
| Q2 2020 | $5,561,000 | -11.2% | 245,388 | -22.7% | 0.60% | -26.1% |
| Q1 2020 | $6,260,000 | -30.6% | 317,429 | -9.3% | 0.81% | -19.3% |
| Q4 2019 | $9,014,000 | +27.2% | 349,788 | +18.7% | 1.00% | +17.0% |
| Q3 2019 | $7,085,000 | -2.5% | 294,706 | +48.7% | 0.85% | -1.2% |
| Q2 2019 | $7,268,000 | -43.8% | 198,212 | -44.5% | 0.86% | -42.3% |
| Q1 2019 | $12,941,000 | +12.4% | 357,378 | +1.7% | 1.50% | +0.6% |
| Q4 2018 | $11,510,000 | +25.8% | 351,554 | +43.5% | 1.49% | +37.2% |
| Q3 2018 | $9,151,000 | +6.5% | 244,941 | +5.6% | 1.08% | +2.1% |
| Q2 2018 | $8,589,000 | -10.8% | 232,016 | -6.4% | 1.06% | -11.3% |
| Q1 2018 | $9,633,000 | +21.3% | 247,943 | +21.8% | 1.20% | +26.5% |
| Q4 2017 | $7,941,000 | +4.9% | 203,612 | +1.8% | 0.95% | +0.9% |
| Q3 2017 | $7,569,000 | +31.7% | 200,091 | +24.2% | 0.94% | +28.4% |
| Q2 2017 | $5,746,000 | +6.9% | 161,139 | +2.3% | 0.73% | +5.2% |
| Q1 2017 | $5,375,000 | +9.4% | 157,579 | +1.0% | 0.70% | -8.2% |
| Q4 2016 | $4,914,000 | -4.4% | 156,045 | -1.4% | 0.76% | -1.9% |
| Q3 2016 | $5,140,000 | +5.0% | 158,273 | -1.6% | 0.77% | +1.7% |
| Q2 2016 | $4,897,000 | -5.6% | 160,809 | -4.4% | 0.76% | -9.0% |
| Q1 2016 | $5,185,000 | – | 168,298 | – | 0.84% | – |
Download | ||||||
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% |