BerganKDV Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 159 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$23,073
+1.6%
8830.0%0.00%0.0%
Q1 2023$22,720
+6.9%
8830.0%0.00%0.0%
Q4 2022$21,245
-80.7%
883
-82.9%
0.00%
-84.6%
Q3 2022$110,000
-48.4%
5,170
-42.2%
0.01%
-45.8%
Q2 2022$213,000
-13.4%
8,9430.0%0.02%
-7.7%
Q1 2022$246,000
-20.4%
8,943
-15.1%
0.03%
-18.8%
Q4 2021$309,000
+1.3%
10,5350.0%0.03%
-8.6%
Q3 2021$305,000
-4.1%
10,5350.0%0.04%
-7.9%
Q2 2021$318,000
+4.3%
10,5350.0%0.04%
-2.6%
Q1 2021$305,000
+4.8%
10,5350.0%0.04%
-4.9%
Q4 2020$291,000
+78.5%
10,535
+55.8%
0.04%
+57.7%
Q3 2020$163,000
+22.6%
6,762
+15.0%
0.03%
+13.0%
Q2 2020$133,000
-56.0%
5,879
-61.6%
0.02%
-62.9%
Q1 2020$302,000
-23.4%
15,2960.0%0.06%
-11.4%
Q4 2019$394,00015,2960.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders