StrategIQ Financial Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$851,960
-5.2%
34,229
-0.4%
0.10%
-2.9%
Q2 2023$898,245
-2.6%
34,376
-4.1%
0.10%
-3.8%
Q1 2023$922,524
+6.1%
35,854
-0.8%
0.11%
+5.0%
Q4 2022$869,480
+11.5%
36,138
-1.8%
0.10%
+2.0%
Q3 2022$780,000
-11.0%
36,786
-0.1%
0.10%
-6.6%
Q2 2022$876,000
-13.9%
36,841
-0.3%
0.11%
-3.6%
Q1 2022$1,017,000
-5.9%
36,944
+0.2%
0.11%
+1.9%
Q4 2021$1,081,000
+1.1%
36,8860.0%0.11%
-49.3%
Q3 2021$1,069,000
-1.1%
36,886
+3.0%
0.21%
-0.5%
Q2 2021$1,081,000
+3.4%
35,796
-0.9%
0.21%
-2.7%
Q1 2021$1,045,000
+2.5%
36,134
-2.0%
0.22%
-3.5%
Q4 2020$1,020,000
+12.8%
36,872
-1.9%
0.23%
+0.4%
Q3 2020$904,000
+2.4%
37,598
-3.6%
0.23%
-4.6%
Q2 2020$883,000
+14.8%
38,985
+0.0%
0.24%0.0%
Q1 2020$769,000
-33.2%
38,981
-12.7%
0.24%
-19.9%
Q4 2019$1,151,000
+7.9%
44,672
+0.7%
0.30%
-1.3%
Q3 2019$1,067,000
+2.9%
44,372
+57.0%
0.30%
+0.3%
Q2 2019$1,037,000
-1.9%
28,268
-3.1%
0.30%
-7.7%
Q1 2019$1,057,000
+5.3%
29,183
-4.8%
0.32%
-5.5%
Q4 2018$1,004,000
-2.0%
30,663
+11.9%
0.34%
+5.8%
Q3 2018$1,024,000
+20.9%
27,408
+19.7%
0.32%
+10.9%
Q2 2018$847,000
-6.5%
22,890
-1.9%
0.29%
-18.4%
Q1 2018$906,000
-0.5%
23,329
-0.1%
0.36%
+1.1%
Q4 2017$911,000
+1.9%
23,350
-1.2%
0.36%
-1.4%
Q3 2017$894,000
+0.9%
23,643
-4.8%
0.36%
-4.3%
Q2 2017$886,000
+0.8%
24,840
-3.7%
0.38%
-5.5%
Q1 2017$879,000
+22.3%
25,784
+13.0%
0.40%
+10.9%
Q4 2016$719,000
+12.7%
22,821
+16.1%
0.36%
+2.6%
Q3 2016$638,000
+27.6%
19,656
+19.7%
0.35%
+19.5%
Q2 2016$500,000
+42.5%
16,421
+44.2%
0.29%
-10.7%
Q1 2016$351,00011,3840.33%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders