SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |