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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,203 | -4.7% | 3,383 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $88,398 | +1.6% | 3,383 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $87,045 | +6.9% | 3,383 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $81,395 | +25.2% | 3,383 | +11.2% | 0.04% | +20.0% |
| Q3 2022 | $65,000 | -9.7% | 3,042 | 0.0% | 0.04% | -7.9% |
| Q2 2022 | $72,000 | -14.3% | 3,042 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $84,000 | -5.6% | 3,042 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $89,000 | +1.1% | 3,042 | 0.0% | 0.04% | -9.1% |
| Q3 2021 | $88,000 | -4.3% | 3,042 | 0.0% | 0.04% | -6.4% |
| Q2 2021 | $92,000 | +4.5% | 3,042 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $88,000 | +4.8% | 3,042 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $84,000 | +15.1% | 3,042 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $73,000 | +5.8% | 3,042 | 0.0% | 0.05% | -3.9% |
| Q2 2020 | $69,000 | – | 3,042 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |