Steward Partners Investment Advisory, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 194 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$2,389,544
+2.3%
84,406
+2.6%
0.02%
-3.8%
Q1 2024$2,335,531
+5.5%
82,237
+0.5%
0.03%
-13.3%
Q4 2023$2,212,872
+14.4%
81,837
+5.3%
0.03%0.0%
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%
71,1870.0%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%
600.0%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%
3,0000.0%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%
3120.0%0.00%
-100.0%
Q3 2018$12,0000.0%3120.0%0.00%0.0%
Q2 2018$12,000
-50.0%
312
-50.0%
0.00%
-50.0%
Q1 2018$24,0000.0%6240.0%0.00%0.0%
Q4 2017$24,0006240.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Mach-1 Financial Group, LLC 195,437$5,544,5273.73%
HENGEHOLD CAPITAL MANAGEMENT LLC 1,181,081$33,436,3993.48%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 704,117$19,933,5392.74%
Sterling Group Wealth Management, LLC 149,409$4,229,7762.43%
PITCAIRN CO 1,195,904$33,856,0422.07%
IAG Wealth Partners, LLC 346,053$9,796,7541.97%
Courage Miller Partners, LLC 193,405$5,475,3021.97%
GLOBALT Investments LLC / GA 1,597,271$45,218,7561.81%
Priebe Wealth Holdings LLC 78,199$2,213,8051.75%
Avantax Planning Partners, Inc. 1,920,312$54,364,0331.75%
View complete list of SPDR INDEX SHS FDS shareholders