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% | – |
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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% |