MONOGRAPH WEALTH ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MONOGRAPH WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,236,162
-4.7%
49,6650.0%0.24%
-12.5%
Q2 2023$1,297,746
+1.6%
49,6650.0%0.28%
-7.0%
Q1 2023$1,277,880
+106835.6%
49,6650.0%0.30%
-5.1%
Q4 2022$1,195
-99.9%
49,6650.0%0.32%
-8.4%
Q3 2022$1,053,000
-10.8%
49,6650.0%0.34%
+0.6%
Q2 2022$1,181,000
-13.6%
49,6650.0%0.34%
-0.6%
Q1 2022$1,367,000
-6.1%
49,6650.0%0.34%
-5.7%
Q4 2021$1,456,00049,6650.37%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,812,433$81,307,00011.26%
Wealth CMT 444,058$12,838,0007.56%
FINANCIAL CONSULATE, INC 527,748$15,257,0006.19%
Barnett & Company, Inc. 275,111$7,953,0004.23%
PITCAIRN CO 1,686,904$48,769,0003.46%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$7,241,0003.07%
HANTZ FINANCIAL SERVICES, INC. 304,896$8,815,0002.92%
Iowa State Bank 318,370$9,204,0002.77%
Blackhawk Capital Partners LLC. 130,524$3,609,0002.72%
Courage Miller Partners, LLC 185,552$5,364,0002.33%
View complete list of SPDR INDEX SHS FDS shareholders