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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $218,000 | -5.2% | 9,165 | +9.6% | 0.12% | +12.1% |
| Q1 2022 | $230,000 | -6.5% | 8,365 | -0.2% | 0.11% | -4.5% |
| Q4 2021 | $246,000 | +1.2% | 8,385 | 0.0% | 0.11% | -6.7% |
| Q3 2021 | $243,000 | -0.4% | 8,385 | +3.7% | 0.12% | +1.7% |
| Q2 2021 | $244,000 | +4.3% | 8,085 | 0.0% | 0.12% | -0.8% |
| Q1 2021 | $234,000 | +4.9% | 8,085 | +0.2% | 0.12% | +0.8% |
| Q4 2020 | $223,000 | +10.9% | 8,071 | +3.6% | 0.12% | 0.0% |
| Q4 2019 | $201,000 | – | 7,792 | – | 0.12% | – |
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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% |