CBIZ Investment Advisory Services, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 203 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$2,496,000
-3.0%
85,1530.0%0.20%
-11.0%
Q2 2021$2,572,000
+83.3%
85,153
+59034.0%
0.22%
+68.5%
Q4 2020$1,403,000
+10.4%
144
-99.7%
0.13%
-1.5%
Q3 2020$1,271,000
+2.4%
52,849
-3.5%
0.13%
-3.6%
Q2 2020$1,241,000
+14.0%
54,769
-0.8%
0.14%
-1.4%
Q1 2020$1,089,000
+102.4%
55,207
+164.5%
0.14%
+143.9%
Q4 2019$538,00020,8720.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Montecito Bank & Trust 409,414$13,965,0005.10%
HENGEHOLD CAPITAL MANAGEMENT LLC 372,356$12,701,0003.52%
Lenox Wealth Advisors, LLC 197,589$6,740,0002.05%
TIEMANN INVESTMENT ADVISORS, LLC 59,065$2,015,0001.87%
Courage Miller Partners, LLC 74,569$2,544,0001.76%
Sequoia Financial Advisors, LLC 385,503$13,150,0001.67%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 340,756$11,623,0001.55%
WEALTHSOURCE PARTNERS, LLC 117,674$4,014,0001.48%
PITCAIRN CO 358,246$12,220,0001.48%
NORTHWEST INVESTMENT COUNSELORS, LLC 88,785$3,028,0001.46%
View complete list of SPDR INDEX SHS FDS shareholders