Opal Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 203 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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$784,00028,3710.98%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,812,433$81,307,00011.26%
Wealth CMT 444,058$12,838,0007.56%
FINANCIAL CONSULATE, INC 527,748$15,257,0006.19%
Barnett & Company, Inc. 275,111$7,953,0004.23%
PITCAIRN CO 1,686,904$48,769,0003.46%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$7,241,0003.07%
HANTZ FINANCIAL SERVICES, INC. 304,896$8,815,0002.92%
Iowa State Bank 318,370$9,204,0002.77%
Blackhawk Capital Partners LLC. 130,524$3,609,0002.72%
Courage Miller Partners, LLC 185,552$5,364,0002.33%
View complete list of SPDR INDEX SHS FDS shareholders