SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 250,466 | 0.0% | 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 | $5,920,000 | – | 261,245 | – | 3.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Montecito Bank & Trust | 409,414 | $13,965,000 | 5.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,356 | $12,701,000 | 3.52% |
| Lenox Wealth Advisors, LLC | 197,589 | $6,740,000 | 2.05% |
| TIEMANN INVESTMENT ADVISORS, LLC | 59,065 | $2,015,000 | 1.87% |
| Courage Miller Partners, LLC | 74,569 | $2,544,000 | 1.76% |
| Sequoia Financial Advisors, LLC | 385,503 | $13,150,000 | 1.67% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 340,756 | $11,623,000 | 1.55% |
| WEALTHSOURCE PARTNERS, LLC | 117,674 | $4,014,000 | 1.48% |
| PITCAIRN CO | 358,246 | $12,220,000 | 1.48% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 88,785 | $3,028,000 | 1.46% |