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 184 filers reported holding SPDR INDEX SHS FDS in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Montecito Bank & Trust 409,414$13,965,0005.10%
HENGEHOLD CAPITAL MANAGEMENT LLC 372,356$12,701,0003.52%
Lenox Wealth Advisors, LLC 197,589$6,740,0002.05%
TIEMANN INVESTMENT ADVISORS, LLC 59,065$2,015,0001.87%
Courage Miller Partners, LLC 74,569$2,544,0001.76%
Sequoia Financial Advisors, LLC 385,503$13,150,0001.67%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 340,756$11,623,0001.55%
WEALTHSOURCE PARTNERS, LLC 117,674$4,014,0001.48%
PITCAIRN CO 358,246$12,220,0001.48%
NORTHWEST INVESTMENT COUNSELORS, LLC 88,785$3,028,0001.46%
View complete list of SPDR INDEX SHS FDS shareholders