WFA of San Diego, LLC - SPDR INDEX SHS FDS ownership

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
WFA of San Diego, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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%
31,6380.0%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$1,115,00049,2120.26%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders