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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,380 | +1.7% | 42,683 | +6.7% | 0.82% | +8.4% |
| Q2 2023 | $1,044,834 | +26.8% | 39,986 | +24.8% | 0.75% | +15.5% |
| Q1 2023 | $824,261 | +17.2% | 32,035 | +9.6% | 0.65% | +16.6% |
| Q4 2022 | $703,033 | -35.4% | 29,220 | -43.1% | 0.56% | -41.8% |
| Q3 2022 | $1,089,000 | -7.4% | 51,321 | +3.7% | 0.96% | -7.0% |
| Q2 2022 | $1,176,000 | -10.6% | 49,467 | +3.4% | 1.03% | -1.8% |
| Q1 2022 | $1,316,000 | -1.3% | 47,833 | +5.1% | 1.05% | +12.9% |
| Q4 2021 | $1,334,000 | – | 45,505 | – | 0.93% | – |
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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% |