SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |