Mutual Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 171 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$931,946
-3.7%
37,443
+1.1%
0.04%
-2.7%
Q2 2023$967,857
-9.9%
37,040
-11.2%
0.04%
-15.9%
Q1 2023$1,073,634
+4.1%
41,727
-2.6%
0.04%
-4.3%
Q4 2022$1,031,065
+20.0%
42,854
+5.8%
0.05%
+4.5%
Q3 2022$859,000
-11.6%
40,493
-0.9%
0.04%
-31.2%
Q2 2022$972,000
-7.6%
40,859
+6.9%
0.06%
+8.5%
Q1 2022$1,052,000
-3.7%
38,226
+2.6%
0.06%
+1.7%
Q4 2021$1,092,000
+5.2%
37,273
+4.1%
0.06%
-4.9%
Q3 2021$1,038,000
+13.4%
35,814
+18.2%
0.06%
+13.0%
Q2 2021$915,000
-38.9%
30,293
-41.5%
0.05%
-47.1%
Q1 2021$1,497,000
+1.3%
51,768
-3.1%
0.10%
-7.3%
Q4 2020$1,478,000
+33.6%
53,445
+16.2%
0.11%
+14.6%
Q3 2020$1,106,000
+3.5%
45,994
-2.5%
0.10%
-8.6%
Q2 2020$1,069,000
-34.3%
47,165
-42.8%
0.10%
-52.5%
Q1 2020$1,627,000
+190.5%
82,521
+279.4%
0.22%
+268.3%
Q4 2019$560,000
-1.4%
21,748
-7.9%
0.06%
-20.0%
Q3 2019$568,000
+7.8%
23,623
+64.4%
0.08%
+10.3%
Q2 2019$527,000
+19.8%
14,371
+18.3%
0.07%
+4.6%
Q1 2019$440,000
+15.8%
12,143
+4.7%
0.06%
-13.3%
Q4 2018$380,000
-7.5%
11,602
+5.6%
0.08%
+21.0%
Q3 2018$411,000
+2.0%
10,990
+1.0%
0.06%
-32.6%
Q2 2018$403,000
-0.2%
10,885
+4.6%
0.09%
-9.8%
Q1 2018$404,000
-2.9%
10,402
-2.5%
0.10%
-35.0%
Q4 2017$416,00010,6740.16%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Montecito Bank & Trust 409,414$13,965,0005.10%
HENGEHOLD CAPITAL MANAGEMENT LLC 372,356$12,701,0003.52%
Lenox Wealth Advisors, LLC 197,589$6,740,0002.05%
TIEMANN INVESTMENT ADVISORS, LLC 59,065$2,015,0001.87%
Courage Miller Partners, LLC 74,569$2,544,0001.76%
Sequoia Financial Advisors, LLC 385,503$13,150,0001.67%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 340,756$11,623,0001.55%
WEALTHSOURCE PARTNERS, LLC 117,674$4,014,0001.48%
PITCAIRN CO 358,246$12,220,0001.48%
NORTHWEST INVESTMENT COUNSELORS, LLC 88,785$3,028,0001.46%
View complete list of SPDR INDEX SHS FDS shareholders