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 ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,943,659 | $86,279,000 | 10.64% |
| Wealth CMT | 565,552 | $16,576,000 | 8.51% |
| FINANCIAL CONSULATE, INC | 632,955 | $18,552,000 | 6.43% |
| Iowa State Bank | 478,589 | $14,027,000 | 3.30% |
| PITCAIRN CO | 1,737,836 | $50,936,000 | 3.28% |
| HANTZ FINANCIAL SERVICES, INC. | 297,246 | $8,712,000 | 2.61% |
| Courage Miller Partners, LLC | 191,925 | $5,625,000 | 2.13% |
| EASTERN BANK | 1,613,365 | $47,288,000 | 2.06% |
| Montecito Bank & Trust | 378,903 | $11,105,000 | 1.97% |
| Jacobi Capital Management LLC | 481,611 | $14,116,000 | 1.68% |