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 | $349,153 | +2.4% | 14,028 | +7.5% | 0.30% | +7.9% |
| Q2 2023 | $340,918 | +11.7% | 13,047 | +12.0% | 0.28% | +4.5% |
| Q1 2023 | $305,178 | +21.8% | 11,648 | +11.8% | 0.27% | +16.5% |
| Q4 2022 | $250,609 | +12.4% | 10,416 | 0.0% | 0.23% | +7.5% |
| Q3 2022 | $223,000 | -37.0% | 10,416 | -30.1% | 0.21% | -37.1% |
| Q2 2022 | $354,000 | -54.1% | 14,893 | -46.9% | 0.34% | -44.1% |
| Q1 2022 | $772,000 | -6.5% | 28,053 | -0.4% | 0.61% | +3.4% |
| Q4 2021 | $826,000 | – | 28,173 | – | 0.59% | – |
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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% |