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 | $8,145,243 | -3.7% | 327,249 | +1.1% | 2.27% | +1.6% |
| Q2 2023 | $8,461,700 | +2.4% | 323,831 | +0.9% | 2.24% | -2.4% |
| Q1 2023 | $8,261,798 | +15.4% | 321,096 | +7.9% | 2.29% | +8.6% |
| Q4 2022 | $7,161,026 | +41.2% | 297,632 | +24.5% | 2.11% | +25.3% |
| Q3 2022 | $5,071,000 | +7.7% | 239,077 | +20.7% | 1.68% | +9.3% |
| Q2 2022 | $4,710,000 | +81.5% | 198,083 | +110.1% | 1.54% | +88.8% |
| Q1 2022 | $2,595,000 | +51.8% | 94,293 | +61.6% | 0.82% | +48.9% |
| Q4 2021 | $1,710,000 | +69.5% | 58,347 | +67.6% | 0.55% | +52.6% |
| Q3 2021 | $1,009,000 | +79.5% | 34,810 | +87.2% | 0.36% | +77.7% |
| Q2 2021 | $562,000 | +153.2% | 18,597 | +142.7% | 0.20% | +137.6% |
| Q1 2021 | $222,000 | – | 7,663 | – | 0.08% | – |
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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% |