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 | $48,486 | -40.6% | 1,948 | -37.6% | 0.00% | -50.0% |
| Q2 2023 | $81,630 | -21.9% | 3,124 | -23.1% | 0.00% | -33.3% |
| Q1 2023 | $104,541 | +22.5% | 4,063 | +14.5% | 0.01% | +20.0% |
| Q4 2022 | $85,365 | +16.9% | 3,548 | +1.7% | 0.01% | 0.0% |
| Q3 2022 | $73,000 | +28.1% | 3,488 | +43.5% | 0.01% | +66.7% |
| Q2 2022 | $57,000 | +418.2% | 2,430 | +473.1% | 0.00% | – |
| Q1 2022 | $11,000 | – | 424 | – | 0.00% | – |
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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% |