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 | $1,959,068 | +1.4% | 78,709 | +6.4% | 1.15% | +18.9% |
| Q2 2023 | $1,932,340 | +7.2% | 73,951 | +5.6% | 0.96% | -8.5% |
| Q1 2023 | $1,802,567 | +37.3% | 70,057 | +28.3% | 1.05% | +45.4% |
| Q4 2022 | $1,313,267 | +6.8% | 54,583 | -5.9% | 0.72% | -19.4% |
| Q3 2022 | $1,230,000 | -4.1% | 58,014 | +7.6% | 0.90% | +5.9% |
| Q2 2022 | $1,282,000 | -21.5% | 53,915 | -9.2% | 0.85% | -40.4% |
| Q1 2022 | $1,634,000 | +23.6% | 59,378 | +31.6% | 1.42% | +70.1% |
| Q4 2021 | $1,322,000 | +12.3% | 45,116 | +11.1% | 0.84% | -26.1% |
| Q3 2021 | $1,177,000 | +14.8% | 40,626 | +19.7% | 1.13% | +18.6% |
| Q2 2021 | $1,025,000 | +10.2% | 33,952 | +5.5% | 0.95% | -5.6% |
| Q1 2021 | $930,000 | +18.6% | 32,175 | +13.4% | 1.01% | +2.8% |
| Q4 2020 | $784,000 | – | 28,371 | – | 0.98% | – |
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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% |