SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 112 filers reported holding SPDR INDEX SHS FDS in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,249,000 | -24.9% | 57,670 | -27.2% | 0.29% | -29.8% |
| Q3 2017 | $2,995,000 | +9.0% | 79,174 | +2.7% | 0.42% | +6.1% |
| Q2 2017 | $2,748,000 | +3.5% | 77,059 | -1.0% | 0.39% | +2.6% |
| Q1 2017 | $2,655,000 | -27.4% | 77,835 | -33.0% | 0.38% | -30.2% |
| Q4 2016 | $3,656,000 | -7.6% | 116,088 | -4.7% | 0.55% | -5.5% |
| Q3 2016 | $3,958,000 | +1.5% | 121,862 | -4.8% | 0.58% | +1.0% |
| Q2 2016 | $3,899,000 | -9.9% | 128,035 | -8.9% | 0.57% | -39.6% |
| Q1 2016 | $4,329,000 | -75.4% | 140,493 | -75.4% | 0.95% | -76.3% |
| Q4 2015 | $17,594,000 | +9.8% | 571,231 | +8.3% | 4.00% | +3.4% |
| Q3 2015 | $16,030,000 | +24.7% | 527,311 | +41.1% | 3.87% | +29.1% |
| Q2 2015 | $12,859,000 | – | 373,589 | – | 3.00% | – |
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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% |