SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 184 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,488 | +1.6% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,404 | +6.9% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,053 | +26.3% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -89.1% | 210 | -87.5% | 0.00% | -90.9% |
| Q1 2022 | $46,000 | -6.1% | 1,677 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $49,000 | 0.0% | 1,677 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $49,000 | -3.9% | 1,677 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $51,000 | +6.2% | 1,677 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $48,000 | +4.3% | 1,677 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $46,000 | +15.0% | 1,677 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $40,000 | +5.3% | 1,677 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $38,000 | +15.2% | 1,677 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $33,000 | -98.0% | 1,677 | -97.4% | 0.01% | -98.5% |
| Q4 2019 | $1,657,000 | +7.0% | 64,312 | -0.2% | 0.91% | 0.0% |
| Q3 2019 | $1,549,000 | -2.5% | 64,443 | +48.9% | 0.91% | -5.5% |
| Q2 2019 | $1,588,000 | -19.1% | 43,293 | -20.1% | 0.96% | -20.3% |
| Q1 2019 | $1,962,000 | -7.3% | 54,194 | -16.2% | 1.20% | -22.7% |
| Q4 2018 | $2,117,000 | – | 64,651 | – | 1.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strid Group, LLC | 978,124 | $32,024,000 | 13.08% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 829,961 | $27,173,000 | 8.73% |
| Tanglewood Wealth Management, Inc. | 631,670 | $20,681,000 | 5.19% |
| Domani Wealth, LLC | 314,760 | $10,305,000 | 4.80% |
| Avantax Planning Partners, Inc. | 1,908,665 | $62,490,000 | 4.71% |
| Barnett & Company, Inc. | 222,600 | $7,288,000 | 4.16% |
| Montecito Bank & Trust | 259,824 | $8,507,000 | 2.94% |
| Wambolt & Associates, LLC | 61,246 | $2,005,000 | 2.21% |
| Courage Miller Partners, LLC | 108,768 | $3,561,000 | 2.11% |
| COLONY GROUP LLC | 1,331,115 | $43,581,000 | 2.11% |