SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 178 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,830,834 | +42.4% | 234,267 | +49.5% | 0.01% | +28.6% |
| Q2 2023 | $4,093,705 | +10.5% | 156,726 | +8.8% | 0.01% | 0.0% |
| Q1 2023 | $3,706,150 | +132.2% | 144,028 | +117.0% | 0.01% | +133.3% |
| Q4 2022 | $1,596,205 | -47.0% | 66,373 | -53.2% | 0.00% | -57.1% |
| Q3 2022 | $3,010,000 | -7.2% | 141,934 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $3,244,000 | -51.3% | 136,446 | -43.6% | 0.01% | -46.2% |
| Q1 2022 | $6,657,000 | +10.6% | 241,865 | +17.8% | 0.01% | +18.2% |
| Q4 2021 | $6,018,000 | +1.9% | 205,319 | +0.7% | 0.01% | -8.3% |
| Q3 2021 | $5,907,000 | -4.7% | 203,898 | -0.7% | 0.01% | -7.7% |
| Q2 2021 | $6,201,000 | +41.5% | 205,341 | +35.4% | 0.01% | +18.2% |
| Q1 2021 | $4,383,000 | +52.6% | 151,612 | +45.9% | 0.01% | +37.5% |
| Q4 2020 | $2,873,000 | +19.0% | 103,901 | +3.4% | 0.01% | +14.3% |
| Q3 2020 | $2,414,000 | +5.4% | 100,443 | -0.6% | 0.01% | -12.5% |
| Q2 2020 | $2,290,000 | +8.8% | 101,081 | -5.3% | 0.01% | -11.1% |
| Q1 2020 | $2,104,000 | – | 106,721 | – | 0.01% | – |
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% |