SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $887,553 | -9.1% | 35,659 | -4.6% | 0.23% | -6.1% |
| Q2 2023 | $976,661 | +1.6% | 37,377 | +0.1% | 0.25% | -1.2% |
| Q1 2023 | $961,067 | +3.6% | 37,352 | -3.2% | 0.25% | -0.4% |
| Q4 2022 | $928,066 | +12.5% | 38,573 | -0.8% | 0.25% | -0.8% |
| Q3 2022 | $825,000 | -11.9% | 38,900 | -1.2% | 0.25% | -10.0% |
| Q2 2022 | $936,000 | -13.7% | 39,356 | -0.2% | 0.28% | -8.2% |
| Q1 2022 | $1,085,000 | -6.5% | 39,441 | -0.3% | 0.31% | -12.8% |
| Q4 2021 | $1,160,000 | +1.1% | 39,567 | -0.1% | 0.35% | -9.3% |
| Q3 2021 | $1,147,000 | -4.3% | 39,599 | -0.3% | 0.39% | -6.7% |
| Q2 2021 | $1,199,000 | +4.4% | 39,708 | 0.0% | 0.42% | -3.9% |
| Q1 2021 | $1,148,000 | +4.3% | 39,708 | -0.3% | 0.43% | -0.2% |
| Q4 2020 | $1,101,000 | +14.1% | 39,810 | -0.7% | 0.43% | -7.5% |
| Q3 2020 | $965,000 | +1.5% | 40,107 | -4.4% | 0.47% | -1.9% |
| Q2 2020 | $951,000 | +53.1% | 41,957 | +33.2% | 0.48% | +22.9% |
| Q1 2020 | $621,000 | +92.9% | 31,490 | +152.3% | 0.39% | +160.4% |
| Q4 2019 | $322,000 | +65.1% | 12,483 | +54.1% | 0.15% | +50.5% |
| Q3 2019 | $195,000 | +30.9% | 8,098 | +99.3% | 0.10% | +26.9% |
| Q2 2019 | $149,000 | – | 4,064 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,549,606 | $38,569,704 | 5.03% |
| PITCAIRN CO | 2,039,555 | $50,764,524 | 4.33% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 741,984 | $18,467,972 | 3.16% |
| Gerber Kawasaki Wealth & Investment Management | 1,481,093 | $36,864,429 | 2.51% |
| Mach-1 Financial Group, LLC | 240,186 | $5,978,220 | 2.48% |
| IAG Wealth Partners, LLC | 327,249 | $8,145,243 | 2.27% |
| HANTZ FINANCIAL SERVICES, INC. | 257,547 | $6,410 | 2.14% |
| Courage Miller Partners, LLC | 188,592 | $4,694,061 | 1.92% |
| TIEMANN INVESTMENT ADVISORS, LLC | 132,497 | $3,297,850 | 1.76% |
| Avantax Planning Partners, Inc. | 1,578,763 | $39,295,411 | 1.64% |