SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 166 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $280 | -24.5% | 11,777 | -12.5% | 0.02% | -12.0% |
| Q1 2022 | $371 | -7.5% | 13,465 | -1.5% | 0.02% | -19.4% |
| Q4 2021 | $401 | +78.2% | 13,669 | +76.2% | 0.03% | +40.9% |
| Q3 2021 | $225 | -100.0% | 7,759 | -65.8% | 0.02% | -83.2% |
| Q2 2020 | $514,000 | -43.3% | 22,673 | -50.7% | 0.13% | -44.0% |
| Q1 2020 | $907,000 | +7.0% | 45,997 | +39.8% | 0.23% | +12.5% |
| Q4 2019 | $848,000 | +5.1% | 32,905 | -2.0% | 0.21% | +1.5% |
| Q3 2019 | $807,000 | -6.6% | 33,572 | +42.5% | 0.20% | -22.1% |
| Q2 2019 | $864,000 | +25.9% | 23,564 | +24.4% | 0.26% | +4.4% |
| Q1 2019 | $686,000 | – | 18,941 | – | 0.25% | – |
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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% |