Kestra Advisory Services, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 200 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,604,982
-4.6%
64,483
+0.1%
0.02%
-5.9%
Q2 2023$1,683,086
-45.3%
64,412
-46.1%
0.02%
-48.5%
Q1 2023$3,077,394
+195.4%
119,603
+176.2%
0.03%
+266.7%
Q4 2022$1,041,918
-99.9%
43,305
-48.5%
0.01%
-10.0%
Q3 2022$891,891,000
+50119.1%
84,014
+12.5%
0.01%
-44.4%
Q2 2022$1,776,000
-9.8%
74,672
+4.4%
0.02%
-14.3%
Q1 2022$1,969,000
-6.1%
71,5420.0%0.02%0.0%
Q4 2021$2,097,000
-2.2%
71,542
-3.3%
0.02%0.0%
Q3 2021$2,144,000
-6.8%
74,014
-2.8%
0.02%
-19.2%
Q2 2021$2,300,000
+1.9%
76,167
-2.4%
0.03%
-10.3%
Q1 2021$2,257,000
-2.2%
78,055
-5.9%
0.03%
+7.4%
Q4 2020$2,307,000
-99.9%
82,924
-0.8%
0.03%
-28.9%
Q3 2020$2,011,000,00083,6250.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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