First Personal Financial Services - 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
First Personal Financial Services ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,973,074
-4.7%
199,802
+0.1%
1.29%
-0.2%
Q2 2023$5,218,190
+0.2%
199,701
-1.4%
1.30%
-4.1%
Q1 2023$5,208,673
-17.6%
202,436
-23.0%
1.35%
-21.1%
Q4 2022$6,324,321
+13.2%
262,856
-0.2%
1.71%
+5.5%
Q3 2022$5,587,000
-10.0%
263,422
+0.9%
1.62%
-6.6%
Q2 2022$6,209,000
-11.7%
261,094
+2.2%
1.74%
+6.0%
Q1 2022$7,033,000
-1.2%
255,555
+5.2%
1.64%
+2.9%
Q4 2021$7,120,000
+6.1%
242,904
+4.9%
1.59%
-4.4%
Q3 2021$6,710,000
+8.0%
231,622
+12.6%
1.67%
+5.1%
Q2 2021$6,212,000
+8.7%
205,679
+4.1%
1.59%
+1.6%
Q1 2021$5,714,000
+0.1%
197,639
-4.3%
1.56%
-4.1%
Q4 2020$5,710,000
+17.4%
206,507
+2.1%
1.63%
+5.3%
Q3 2020$4,862,000
+11.2%
202,163
+4.7%
1.55%
+3.4%
Q2 2020$4,374,000
+21.4%
193,029
+5.7%
1.50%
+7.4%
Q1 2020$3,602,000
-26.6%
182,656
-4.1%
1.39%
-12.5%
Q4 2019$4,908,000
+6.6%
190,452
-0.5%
1.59%
+11.3%
Q3 2019$4,602,000
+6.7%
191,433
+62.8%
1.43%
+16.2%
Q2 2019$4,312,000
+41.5%
117,594
+39.7%
1.23%
+32.4%
Q1 2019$3,048,000
+29.2%
84,178
+16.8%
0.93%
+14.3%
Q4 2018$2,360,000
+9.1%
72,088
+24.4%
0.81%
+19.2%
Q3 2018$2,164,000
+73.5%
57,933
+72.0%
0.68%
+63.8%
Q2 2018$1,247,000
+5.1%
33,685
+10.4%
0.42%
+60.4%
Q1 2018$1,186,000
-0.6%
30,521
-0.2%
0.26%
+12.1%
Q4 2017$1,193,000
+2.8%
30,594
-0.3%
0.23%
-5.3%
Q3 2017$1,161,000
+9.6%
30,686
+3.4%
0.24%
+5.6%
Q2 2017$1,059,000
+6.0%
29,684
+1.4%
0.23%
-3.3%
Q1 2017$999,000
+30.1%
29,275
+20.1%
0.24%
+18.8%
Q4 2016$768,000
+2.5%
24,383
+5.8%
0.20%
-7.3%
Q3 2016$749,000
+17.4%
23,057
+10.1%
0.22%0.0%
Q2 2016$638,000
+46.7%
20,937
+48.4%
0.22%
+1.4%
Q1 2016$435,00014,1060.22%
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