SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 2,943,659 | $86,279,000 | 10.64% |
| Wealth CMT | 565,552 | $16,576,000 | 8.51% |
| FINANCIAL CONSULATE, INC | 632,955 | $18,552,000 | 6.43% |
| Iowa State Bank | 478,589 | $14,027,000 | 3.30% |
| PITCAIRN CO | 1,737,836 | $50,936,000 | 3.28% |
| HANTZ FINANCIAL SERVICES, INC. | 297,246 | $8,712,000 | 2.61% |
| Courage Miller Partners, LLC | 191,925 | $5,625,000 | 2.13% |
| EASTERN BANK | 1,613,365 | $47,288,000 | 2.06% |
| Montecito Bank & Trust | 378,903 | $11,105,000 | 1.97% |
| Jacobi Capital Management LLC | 481,611 | $14,116,000 | 1.68% |