SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,355,690 | -4.7% | 94,644 | 0.0% | 0.46% | -0.9% |
| Q2 2023 | $2,473,048 | +1.6% | 94,644 | 0.0% | 0.46% | -6.6% |
| Q1 2023 | $2,435,191 | +6.9% | 94,644 | 0.0% | 0.50% | -4.6% |
| Q4 2022 | $2,277,135 | +13.5% | 94,644 | 0.0% | 0.52% | -1.3% |
| Q3 2022 | $2,007,000 | -10.8% | 94,644 | 0.0% | 0.53% | -8.5% |
| Q2 2022 | $2,251,000 | -13.6% | 94,644 | 0.0% | 0.58% | -5.3% |
| Q1 2022 | $2,605,000 | -6.1% | 94,644 | 0.0% | 0.61% | -9.0% |
| Q4 2021 | $2,774,000 | +1.2% | 94,644 | 0.0% | 0.67% | -10.2% |
| Q3 2021 | $2,742,000 | -4.1% | 94,644 | 0.0% | 0.74% | -4.1% |
| Q2 2021 | $2,858,000 | – | 94,644 | – | 0.78% | – |
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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% |