SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. 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 ↓ |
|---|---|---|---|
| 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% |