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 | $2,516,821 | +3.2% | 101,118 | +8.3% | 1.13% | -3.0% |
| Q2 2023 | $2,438,801 | -6.4% | 93,333 | -7.9% | 1.16% | -5.7% |
| Q1 2023 | $2,606,816 | -5.3% | 101,314 | -11.5% | 1.24% | -1.7% |
| Q4 2022 | $2,754,000 | +66.9% | 114,477 | +47.2% | 1.26% | +24.5% |
| Q3 2022 | $1,650,000 | -31.5% | 77,788 | -23.2% | 1.01% | -31.8% |
| Q2 2022 | $2,408,000 | -77.0% | 101,269 | -73.4% | 1.48% | -77.3% |
| Q1 2022 | $10,487,000 | – | 381,085 | – | 6.52% | – |
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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% |