TOBIAS FINANCIAL ADVISORS, INC. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 188 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,226,153
-5.0%
209,970
-0.3%
1.37%
-7.6%
Q2 2023$5,503,474
+0.3%
210,619
-1.2%
1.48%
-7.8%
Q1 2023$5,484,967
+2.3%
213,174
-4.4%
1.61%
-8.7%
Q4 2022$5,363,263
+12.0%
222,912
-1.2%
1.76%
+4.3%
Q3 2022$4,788,000
-13.3%
225,730
-2.8%
1.69%
-8.9%
Q2 2022$5,522,000
-14.3%
232,198
-0.9%
1.86%
-16.6%
Q1 2022$6,446,000
-10.4%
234,234
-5.7%
2.22%
-17.3%
Q3 2021$7,193,000
-4.5%
248,287
-0.4%
2.69%
-9.8%
Q2 2021$7,530,000
+4.0%
249,327
-0.5%
2.98%
-2.9%
Q1 2021$7,241,000
+4.6%
250,4660.0%3.07%
-3.0%
Q4 2020$6,925,000
+14.7%
250,466
-0.2%
3.17%
-4.3%
Q3 2020$6,038,000
+2.0%
251,065
-3.9%
3.31%
-4.8%
Q2 2020$5,920,000261,2453.48%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,943,659$86,279,00010.64%
Wealth CMT 565,552$16,576,0008.51%
FINANCIAL CONSULATE, INC 632,955$18,552,0006.43%
Iowa State Bank 478,589$14,027,0003.30%
PITCAIRN CO 1,737,836$50,936,0003.28%
HANTZ FINANCIAL SERVICES, INC. 297,246$8,712,0002.61%
Courage Miller Partners, LLC 191,925$5,625,0002.13%
EASTERN BANK 1,613,365$47,288,0002.06%
Montecito Bank & Trust 378,903$11,105,0001.97%
Jacobi Capital Management LLC 481,611$14,116,0001.68%
View complete list of SPDR INDEX SHS FDS shareholders