LIBERTY WEALTH MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

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
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2021$21,000
-4.5%
7380.0%0.01%
-22.2%
Q2 2021$22,000
+10.0%
7380.0%0.01%
-10.0%
Q1 2021$20,0000.0%7380.0%0.01%0.0%
Q4 2020$20,000
-39.4%
738
-45.7%
0.01%
-47.4%
Q3 2020$33,000
+94.1%
1,359
+84.1%
0.02%
+58.3%
Q2 2020$17,000
+13.3%
7380.0%0.01%
-7.7%
Q1 2020$15,000
-21.1%
7380.0%0.01%
-13.3%
Q4 2019$19,000
+5.6%
7380.0%0.02%
-11.8%
Q3 2019$18,0000.0%738
+50.0%
0.02%
+6.2%
Q2 2019$18,000
+5.9%
4920.0%0.02%
+23.1%
Q1 2019$17,000
+6.2%
4920.0%0.01%
+8.3%
Q4 2018$16,0004920.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
PITCAIRN CO 806,306$29,914,0003.31%
NORTHWEST INVESTMENT COUNSELORS, LLC 105,267$3,905,0002.62%
Courage Miller Partners, LLC 62,722$2,327,0001.70%
BALASA DINVERNO & FOLTZ LLC 216,047$8,015,0000.92%
VECTOR WEALTH MANAGEMENT, LLC 22,630$840,0000.62%
TIEMANN INVESTMENT ADVISORS, LLC 13,400$497,0000.55%
Capital Investment Advisors, LLC 124,553$4,621,0000.53%
Longer Investments Inc. 14,000$519,0000.39%
Kingfisher Capital LLC 17,750$659,0000.34%
Smith & Howard Wealth Management, LLC 16,565$615,0000.32%
View complete list of SPDR INDEX SHS FDS shareholders