SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $714,046 | +7.7% | 26,407 | -0.8% | 0.38% | -3.3% |
| Q3 2023 | $662,754 | +2.4% | 26,627 | +7.5% | 0.40% | -20.5% |
| Q2 2023 | $647,249 | +0.7% | 24,770 | -0.8% | 0.50% | +44.8% |
| Q1 2023 | $642,644 | +148660.2% | 24,976 | +39.1% | 0.34% | +41.6% |
| Q4 2022 | $432 | -99.9% | 17,954 | +6.9% | 0.24% | +0.8% |
| Q3 2022 | $356,000 | -23.3% | 16,801 | -13.9% | 0.24% | -11.4% |
| Q2 2022 | $464,000 | -12.3% | 19,511 | +1.5% | 0.27% | 0.0% |
| Q1 2022 | $529,000 | +39.2% | 19,220 | +48.1% | 0.27% | +44.7% |
| Q4 2021 | $380,000 | +5.0% | 12,980 | +3.9% | 0.19% | -0.5% |
| Q3 2021 | $362,000 | -15.8% | 12,498 | -12.2% | 0.19% | +8.6% |
| Q2 2021 | $430,000 | +2.4% | 14,240 | -1.9% | 0.17% | -23.0% |
| Q1 2021 | $420,000 | +9.7% | 14,517 | +4.8% | 0.23% | +2.3% |
| Q4 2020 | $383,000 | +16.1% | 13,857 | +1.0% | 0.22% | +5.2% |
| Q3 2020 | $330,000 | +10.4% | 13,724 | +4.0% | 0.21% | +10.5% |
| Q2 2020 | $299,000 | +16.3% | 13,199 | +1.2% | 0.19% | +2.2% |
| Q1 2020 | $257,000 | -38.1% | 13,044 | -19.0% | 0.19% | -24.1% |
| Q4 2019 | $415,000 | +3.8% | 16,113 | -3.2% | 0.24% | -0.8% |
| Q3 2019 | $400,000 | -23.1% | 16,642 | +17.3% | 0.25% | -25.2% |
| Q2 2019 | $520,000 | -17.2% | 14,184 | -18.2% | 0.33% | -21.1% |
| Q1 2019 | $628,000 | +24.6% | 17,334 | +12.7% | 0.42% | +10.0% |
| Q4 2018 | $504,000 | -10.3% | 15,386 | +2.2% | 0.38% | -4.0% |
| Q3 2018 | $562,000 | +9.3% | 15,056 | +8.4% | 0.40% | +3.4% |
| Q2 2018 | $514,000 | -3.2% | 13,894 | +1.6% | 0.38% | -9.9% |
| Q1 2018 | $531,000 | -26.1% | 13,669 | -25.9% | 0.42% | -24.9% |
| Q4 2017 | $719,000 | +5.9% | 18,443 | +2.7% | 0.57% | -11.3% |
| Q3 2017 | $679,000 | +58.3% | 17,956 | +42.9% | 0.64% | +51.5% |
| Q1 2017 | $429,000 | – | 12,569 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |