SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 192 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $664,613 | -4.7% | 26,702 | 0.0% | 0.08% | +7.1% |
| Q2 2023 | $697,724 | +1.6% | 26,702 | 0.0% | 0.07% | -6.7% |
| Q1 2023 | $687,043 | +6.9% | 26,702 | 0.0% | 0.08% | -5.1% |
| Q4 2022 | $642,450 | +13.5% | 26,702 | 0.0% | 0.08% | +6.8% |
| Q3 2022 | $566,000 | -10.9% | 26,702 | 0.0% | 0.07% | -5.1% |
| Q2 2022 | $635,000 | – | 26,702 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strid Group, LLC | 978,124 | $32,024,000 | 13.08% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 829,961 | $27,173,000 | 8.73% |
| Tanglewood Wealth Management, Inc. | 631,670 | $20,681,000 | 5.19% |
| Domani Wealth, LLC | 314,760 | $10,305,000 | 4.80% |
| Avantax Planning Partners, Inc. | 1,908,665 | $62,490,000 | 4.71% |
| Barnett & Company, Inc. | 222,600 | $7,288,000 | 4.16% |
| Montecito Bank & Trust | 259,824 | $8,507,000 | 2.94% |
| Wambolt & Associates, LLC | 61,246 | $2,005,000 | 2.21% |
| Courage Miller Partners, LLC | 108,768 | $3,561,000 | 2.11% |
| COLONY GROUP LLC | 1,331,115 | $43,581,000 | 2.11% |