Charter Oak Capital Management, 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
Charter Oak Capital Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$23,000
-14.8%
9690.0%0.00%0.0%
Q1 2022$27,000
-3.6%
9690.0%0.00%0.0%
Q4 2021$28,000
-69.6%
969
-69.5%
0.00%
-75.0%
Q3 2021$92,000
-4.2%
3,1780.0%0.01%0.0%
Q2 2021$96,000
-5.0%
3,178
-8.6%
0.01%
-14.3%
Q1 2021$101,000
+3.1%
3,478
-1.5%
0.01%
-6.7%
Q4 2020$98,0003,5310.02%
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