CATALYST PRIVATE WEALTH, 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
CATALYST PRIVATE WEALTH, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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$452,00018,8100.44%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders