SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,818 | -8.7% | 22,813 | -4.1% | 0.59% | -3.9% |
| Q2 2023 | $621,819 | -9.0% | 23,797 | -16.2% | 0.61% | +16.8% |
| Q4 2022 | $683,505 | +12.2% | 28,408 | -1.0% | 0.52% | -4.7% |
| Q3 2022 | $609,000 | -17.6% | 28,697 | -7.6% | 0.55% | -13.3% |
| Q2 2022 | $739,000 | -15.2% | 31,062 | -1.8% | 0.63% | -4.5% |
| Q1 2022 | $871,000 | -6.0% | 31,638 | 0.0% | 0.66% | +23.0% |
| Q4 2021 | $927,000 | -2.2% | 31,638 | -3.3% | 0.54% | -18.7% |
| Q3 2021 | $948,000 | -11.7% | 32,729 | -8.0% | 0.66% | -20.5% |
| Q2 2021 | $1,074,000 | -5.4% | 35,576 | -9.3% | 0.83% | -11.5% |
| Q1 2021 | $1,135,000 | +4103.7% | 39,245 | -8.2% | 0.94% | +13357.1% |
| Q4 2020 | $27,000 | -97.5% | 42,728 | -5.0% | 0.01% | -99.3% |
| Q3 2020 | $1,081,000 | -3.0% | 44,987 | -8.6% | 1.02% | +292.0% |
| Q2 2020 | $1,115,000 | – | 49,212 | – | 0.26% | – |
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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% |