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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |