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 | $1,030,548 | -4.5% | 41,404 | +0.3% | 0.05% | 0.0% |
| Q2 2023 | $1,078,872 | +1.1% | 41,289 | -0.4% | 0.05% | -20.0% |
| Q1 2023 | $1,066,814 | +3.1% | 41,462 | -3.6% | 0.06% | -11.0% |
| Q4 2022 | $1,034,965 | +10.9% | 43,016 | -2.2% | 0.07% | -5.2% |
| Q3 2022 | $933,000 | -13.1% | 43,990 | -2.6% | 0.08% | -13.5% |
| Q2 2022 | $1,074,000 | -13.4% | 45,176 | +0.3% | 0.09% | +1.1% |
| Q1 2022 | $1,240,000 | -2.7% | 45,051 | +3.6% | 0.09% | -7.4% |
| Q4 2021 | $1,275,000 | – | 43,504 | – | 0.10% | – |
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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% |