SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,934,874 | +3.4% | 77,737 | +8.6% | 0.03% | +7.1% |
| Q2 2023 | $1,870,568 | +2.1% | 71,587 | +0.6% | 0.03% | -3.4% |
| Q1 2023 | $1,831,642 | +6.9% | 71,187 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $1,712,759 | +108.6% | 71,187 | +83.8% | 0.03% | +93.3% |
| Q3 2022 | $821,000 | +82000.0% | 38,722 | +64436.7% | 0.02% | – |
| Q2 2022 | $1,000 | -50.0% | 60 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -97.8% | 60 | -98.0% | 0.00% | -100.0% |
| Q4 2021 | $90,000 | +3.4% | 3,060 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $87,000 | -4.4% | 3,000 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $91,000 | -100.0% | 3,000 | -78.7% | 0.00% | -50.0% |
| Q1 2021 | $407,168,000 | +690015.3% | 14,084 | +369.5% | 0.00% | +100.0% |
| Q1 2020 | $59,000 | -63.6% | 3,000 | -52.4% | 0.00% | -60.0% |
| Q4 2019 | $162,000 | +1372.7% | 6,297 | +1918.3% | 0.01% | – |
| Q2 2019 | $11,000 | -8.3% | 312 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $12,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -50.0% | 312 | -50.0% | 0.00% | -50.0% |
| Q1 2018 | $24,000 | 0.0% | 624 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $24,000 | – | 624 | – | 0.00% | – |
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% |