SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,326 | -5.4% | 42,239 | -0.7% | 1.10% | -0.4% |
| Q2 2023 | $1,111,280 | +0.5% | 42,529 | -1.1% | 1.10% | -2.0% |
| Q1 2023 | $1,106,159 | +3.7% | 42,991 | -3.1% | 1.12% | +0.4% |
| Q4 2022 | $1,067,158 | +9.3% | 44,354 | -3.7% | 1.12% | +2.4% |
| Q3 2022 | $976,000 | -11.2% | 46,080 | -0.3% | 1.09% | -6.8% |
| Q2 2022 | $1,099,000 | -16.1% | 46,200 | -2.9% | 1.17% | -2.1% |
| Q1 2022 | $1,310,000 | -7.3% | 47,580 | -1.3% | 1.19% | -5.3% |
| Q4 2021 | $1,413,000 | – | 48,200 | – | 1.26% | – |
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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% |