SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 188 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,295,630 | -21.0% | 52,754 | -16.0% | 0.47% | -19.5% |
| Q2 2023 | $1,640,302 | -5.0% | 62,775 | -5.7% | 0.58% | -4.7% |
| Q1 2023 | $1,726,463 | +2.8% | 66,582 | -4.6% | 0.61% | -5.0% |
| Q4 2022 | $1,680,006 | +10.1% | 69,826 | -2.9% | 0.64% | -0.5% |
| Q3 2022 | $1,526,000 | -11.4% | 71,941 | -0.6% | 0.65% | -6.4% |
| Q2 2022 | $1,722,000 | -15.3% | 72,410 | -1.1% | 0.69% | -6.5% |
| Q1 2022 | $2,034,000 | -9.1% | 73,196 | -4.1% | 0.74% | -8.5% |
| Q4 2021 | $2,238,000 | -2.9% | 76,356 | -3.8% | 0.81% | -12.5% |
| Q3 2021 | $2,306,000 | -5.1% | 79,336 | -1.3% | 0.92% | -10.5% |
| Q2 2021 | $2,429,000 | +9.7% | 80,409 | +6.5% | 1.03% | -10.3% |
| Q1 2021 | $2,214,000 | +4.5% | 75,476 | -1.4% | 1.15% | -8.9% |
| Q4 2020 | $2,118,000 | +13.0% | 76,585 | -1.7% | 1.26% | -9.7% |
| Q3 2020 | $1,874,000 | +1.4% | 77,913 | -4.5% | 1.40% | -3.6% |
| Q2 2020 | $1,848,000 | +8.2% | 81,560 | -5.8% | 1.45% | -17.7% |
| Q1 2020 | $1,708,000 | -29.2% | 86,610 | -7.5% | 1.76% | -4.0% |
| Q4 2019 | $2,412,000 | +8.2% | 93,583 | +0.9% | 1.84% | -0.2% |
| Q3 2019 | $2,230,000 | -1.9% | 92,780 | +49.6% | 1.84% | -4.4% |
| Q2 2019 | $2,274,000 | +1.4% | 62,026 | +2.2% | 1.93% | -5.4% |
| Q1 2019 | $2,242,000 | +11.8% | 60,666 | -0.9% | 2.04% | -7.9% |
| Q4 2018 | $2,005,000 | – | 61,246 | – | 2.21% | – |
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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% |