Relaxing Retirement Coach - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 184 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Relaxing Retirement Coach ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$209,000
-6.3%
7,6080.0%0.11%
-16.4%
Q4 2021$223,000
+1.4%
7,6080.0%0.13%
-28.9%
Q3 2021$220,000
-4.3%
7,6080.0%0.18%
-8.2%
Q2 2021$230,000
+4.5%
7,6080.0%0.20%
-21.9%
Q1 2021$220,000
+4.8%
7,6080.0%0.25%
+9.6%
Q4 2020$210,000
-46.2%
7,608
-53.1%
0.23%
+34.7%
Q3 2020$390,000
+17.5%
16,214
-3.8%
0.17%
-16.7%
Q1 2020$332,000
-24.0%
16,854
-0.7%
0.20%
+59.4%
Q4 2019$437,000
+7.1%
16,9680.0%0.13%
+1.6%
Q3 2019$408,000
-1.9%
16,968
+50.0%
0.13%
-0.8%
Q2 2019$416,000
+1.7%
11,3130.0%0.13%0.0%
Q1 2019$409,000
+10.5%
11,3130.0%0.13%
+1.6%
Q4 2018$370,000
-35.8%
11,313
-26.5%
0.12%
-27.7%
Q3 2018$576,000
-1.2%
15,387
-2.2%
0.17%
-3.9%
Q2 2018$583,000
-4.6%
15,7260.0%0.18%
-6.7%
Q1 2018$611,000
-0.3%
15,7260.0%0.19%
-3.0%
Q4 2017$613,00015,7260.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders