SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,665 | -19.0% | 8,548 | -28.6% | 0.17% | -13.0% |
| Q3 2022 | $254,000 | -16.7% | 11,966 | -6.8% | 0.19% | -11.1% |
| Q2 2022 | $305,000 | -13.6% | 12,836 | +0.0% | 0.22% | +22.0% |
| Q1 2022 | $353,000 | -13.9% | 12,832 | -8.2% | 0.18% | 0.0% |
| Q4 2021 | $410,000 | +6.2% | 13,979 | +4.9% | 0.18% | +7.3% |
| Q3 2021 | $386,000 | -4.0% | 13,323 | -0.0% | 0.16% | -25.7% |
| Q2 2021 | $402,000 | -25.1% | 13,325 | -28.3% | 0.22% | -41.1% |
| Q1 2021 | $537,000 | +4.5% | 18,574 | +0.0% | 0.38% | -16.4% |
| Q4 2020 | $514,000 | +13.7% | 18,573 | -1.3% | 0.45% | +2.7% |
| Q3 2020 | $452,000 | – | 18,810 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,549,606 | $38,569,704 | 5.03% |
| PITCAIRN CO | 2,039,555 | $50,764,524 | 4.33% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 741,984 | $18,467,972 | 3.16% |
| Gerber Kawasaki Wealth & Investment Management | 1,481,093 | $36,864,429 | 2.51% |
| Mach-1 Financial Group, LLC | 240,186 | $5,978,220 | 2.48% |
| IAG Wealth Partners, LLC | 327,249 | $8,145,243 | 2.27% |
| HANTZ FINANCIAL SERVICES, INC. | 257,547 | $6,410 | 2.14% |
| Courage Miller Partners, LLC | 188,592 | $4,694,061 | 1.92% |
| TIEMANN INVESTMENT ADVISORS, LLC | 132,497 | $3,297,850 | 1.76% |
| Avantax Planning Partners, Inc. | 1,578,763 | $39,295,411 | 1.64% |