SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |