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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,132 | -4.6% | 15,152 | +0.2% | 0.13% | -2.3% |
| Q2 2023 | $395,237 | -31.4% | 15,126 | -33.8% | 0.13% | -31.4% |
| Q1 2023 | $575,819 | +54.7% | 22,865 | +47.8% | 0.19% | +41.4% |
| Q4 2022 | $372,251 | -39.3% | 15,472 | -46.4% | 0.13% | -40.1% |
| Q3 2022 | $613,000 | -1.8% | 28,885 | +10.1% | 0.22% | +4.2% |
| Q2 2022 | $624,000 | -13.6% | 26,235 | +0.1% | 0.21% | +0.9% |
| Q1 2022 | $722,000 | -7.4% | 26,221 | -1.5% | 0.21% | -5.8% |
| Q4 2021 | $780,000 | +5.0% | 26,621 | +3.8% | 0.22% | -41.4% |
| Q3 2021 | $743,000 | +8.2% | 25,643 | +12.7% | 0.38% | +78.5% |
| Q2 2021 | $687,000 | +43.1% | 22,745 | +37.0% | 0.21% | +33.8% |
| Q1 2021 | $480,000 | – | 16,605 | – | 0.16% | – |
Download | ||||||
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% |