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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911 | -5.5% | 36,610 | -0.8% | 0.11% | -4.4% |
| Q2 2023 | $964 | +2.1% | 36,908 | +0.6% | 0.11% | -3.4% |
| Q1 2023 | $944 | +8.6% | 36,706 | +1.6% | 0.12% | -4.9% |
| Q4 2022 | $869 | -99.9% | 36,122 | -14.2% | 0.12% | -8.2% |
| Q3 2022 | $892,000 | -13.6% | 42,078 | -3.1% | 0.13% | -10.7% |
| Q2 2022 | $1,032,000 | -15.4% | 43,411 | -2.1% | 0.15% | -3.8% |
| Q1 2022 | $1,220,000 | -8.8% | 44,344 | -2.9% | 0.16% | -7.1% |
| Q4 2021 | $1,338,000 | -3.7% | 45,655 | -4.9% | 0.17% | -15.2% |
| Q3 2021 | $1,390,000 | 0.0% | 47,993 | +4.3% | 0.20% | -4.8% |
| Q2 2021 | $1,390,000 | +6.8% | 46,033 | +2.2% | 0.21% | -7.6% |
| Q1 2021 | $1,302,000 | +22.3% | 45,049 | +16.9% | 0.22% | +9.2% |
| Q4 2020 | $1,065,000 | – | 38,526 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,818,325 | $77,927,000 | 11.60% |
| Reby Advisors, LLC | 1,344,405 | $37,173,000 | 9.74% |
| Wealth CMT | 428,229 | $11,841,000 | 7.39% |
| FINANCIAL CONSULATE, INC | 521,283 | $14,413,000 | 6.22% |
| Barnett & Company, Inc. | 281,629 | $7,787,000 | 4.90% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $6,925,000 | 3.17% |
| HANTZ FINANCIAL SERVICES, INC. | 311,884 | $8,624,000 | 2.97% |
| Iowa State Bank | 299,400 | $8,278,000 | 2.74% |
| Courage Miller Partners, LLC | 185,379 | $5,126,000 | 2.36% |
| Jacobi Capital Management LLC | 461,958 | $12,773,000 | 2.02% |