Spectrum Asset Management, Inc. (NB/CA) - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spectrum Asset Management, Inc. (NB/CA) ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2016$485,000
+4.3%
15,942
+5.7%
0.57%
-1.7%
Q1 2016$465,000
+6.2%
15,083
+6.1%
0.58%
+17.3%
Q4 2015$438,000
+24.4%
14,212
+22.9%
0.50%
+20.3%
Q3 2015$352,000
-10.4%
11,564
+1.2%
0.41%
+21.8%
Q2 2015$393,000
+2.6%
11,424
+3.3%
0.34%
+0.3%
Q1 2015$383,000
+18.6%
11,054
+14.5%
0.34%
+26.1%
Q4 2014$323,0009,6540.27%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders