Windsor Wealth Management, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$211,000
-7.9%
7,735
-0.3%
0.04%
-7.1%
Q4 2021$229,000
+1.3%
7,759
-0.1%
0.04%
-10.6%
Q3 2021$226,000
-3.8%
7,7670.0%0.05%
-7.8%
Q2 2021$235,000
+4.4%
7,7670.0%0.05%
-5.6%
Q1 2021$225,000
+4.7%
7,7670.0%0.05%
-1.8%
Q4 2020$215,000
-13.0%
7,767
-23.4%
0.06%
-23.6%
Q3 2020$247,000
-17.7%
10,134
-23.6%
0.07%
-24.2%
Q2 2020$300,000
-32.6%
13,260
-41.2%
0.10%
-46.9%
Q1 2020$445,000
-23.3%
22,550
+0.2%
0.18%
-16.0%
Q4 2019$580,000
-2.0%
22,515
-11.2%
0.21%
-17.4%
Q3 2019$592,000
+4.8%
25,365
+65.6%
0.26%
+4.0%
Q2 2019$565,000
+40.5%
15,314
+38.0%
0.25%
+9.7%
Q1 2019$402,000
+66.1%
11,100
+50.0%
0.23%
+36.1%
Q4 2018$242,0007,4000.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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