Rockbridge Investment Management, LCC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 159 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$91,000
+1.1%
3,0910.0%0.01%
-13.3%
Q3 2021$90,000
-3.2%
3,0910.0%0.02%
-6.2%
Q2 2021$93,000
+4.5%
3,0910.0%0.02%
-5.9%
Q1 2021$89,000
+4.7%
3,0910.0%0.02%0.0%
Q4 2020$85,000
+14.9%
3,0910.0%0.02%
-5.6%
Q3 2020$74,000
+5.7%
3,0910.0%0.02%0.0%
Q2 2020$70,0003,0910.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
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