SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 189 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,116,262 | +5.0% | 39,305 | 0.0% | 0.01% | -7.7% |
| Q4 2023 | $1,062,807 | +8.6% | 39,305 | 0.0% | 0.01% | +8.3% |
| Q3 2023 | $978,302 | +3.4% | 39,305 | 0.0% | 0.01% | -33.3% |
| Q4 2022 | $945,678 | +14.9% | 39,305 | +1.2% | 0.02% | 0.0% |
| Q3 2022 | $823,000 | -10.8% | 38,820 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $923,000 | -13.6% | 38,820 | 0.0% | 0.02% | +26.7% |
| Q1 2022 | $1,068,000 | -5.1% | 38,820 | 0.0% | 0.02% | -46.4% |
| Q3 2021 | $1,125,000 | – | 38,820 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mach-1 Financial Group, LLC | 195,437 | $5,544,527 | 3.73% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,181,081 | $33,436,399 | 3.48% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 704,117 | $19,933,539 | 2.74% |
| Sterling Group Wealth Management, LLC | 149,409 | $4,229,776 | 2.43% |
| PITCAIRN CO | 1,195,904 | $33,856,042 | 2.07% |
| Courage Miller Partners, LLC | 193,405 | $5,475,302 | 1.97% |
| IAG Wealth Partners, LLC | 346,053 | $9,796,754 | 1.97% |
| GLOBALT Investments LLC / GA | 1,597,271 | $45,218,756 | 1.81% |
| Priebe Wealth Holdings LLC | 78,199 | $2,213,805 | 1.75% |
| Avantax Planning Partners, Inc. | 1,920,312 | $54,364,033 | 1.75% |