SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 205 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,796,754 | -1.4% | 346,053 | -1.1% | 1.97% | -7.7% |
| Q1 2024 | $9,932,298 | +3.7% | 349,729 | -1.2% | 2.13% | -2.4% |
| Q4 2023 | $9,574,891 | +17.6% | 354,101 | +8.2% | 2.18% | -3.8% |
| 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 ↓ |
|---|---|---|---|
| Mach-1 Financial Group, LLC | 195,437 | $5,544,527 | 3.73% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,181,081 | $33,436,399 | 3.48% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 704,117 | $19,933,539 | 2.74% |
| Sterling Group Wealth Management, LLC | 149,409 | $4,229,776 | 2.43% |
| PITCAIRN CO | 1,195,904 | $33,856,042 | 2.07% |
| Courage Miller Partners, LLC | 193,405 | $5,475,302 | 1.97% |
| IAG Wealth Partners, LLC | 346,053 | $9,796,754 | 1.97% |
| GLOBALT Investments LLC / GA | 1,597,271 | $45,218,756 | 1.81% |
| Priebe Wealth Holdings LLC | 78,199 | $2,213,805 | 1.75% |
| Avantax Planning Partners, Inc. | 1,920,312 | $54,364,033 | 1.75% |