SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 205 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $231,236 | -9.5% | 8,168 | -9.3% | 0.11% | -8.3% |
| Q1 2024 | $255,628 | -9.2% | 9,001 | -13.6% | 0.12% | -15.4% |
| Q4 2023 | $281,568 | +8.6% | 10,413 | 0.0% | 0.14% | -12.8% |
| Q3 2023 | $259,180 | -4.7% | 10,413 | 0.0% | 0.16% | -3.5% |
| Q2 2023 | $272,092 | +1.6% | 10,413 | 0.0% | 0.17% | -8.6% |
| Q1 2023 | $267,926 | +3.3% | 10,413 | -3.4% | 0.19% | -17.3% |
| Q4 2022 | $259,439 | – | 10,783 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mach-1 Financial Group, LLC | 195,437 | $5,544,527 | 3.73% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,181,081 | $33,436,399 | 3.48% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 704,117 | $19,933,539 | 2.74% |
| Sterling Group Wealth Management, LLC | 149,409 | $4,229,776 | 2.43% |
| PITCAIRN CO | 1,195,904 | $33,856,042 | 2.07% |
| Courage Miller Partners, LLC | 193,405 | $5,475,302 | 1.97% |
| IAG Wealth Partners, LLC | 346,053 | $9,796,754 | 1.97% |
| GLOBALT Investments LLC / GA | 1,597,271 | $45,218,756 | 1.81% |
| Priebe Wealth Holdings LLC | 78,199 | $2,213,805 | 1.75% |
| Avantax Planning Partners, Inc. | 1,920,312 | $54,364,033 | 1.75% |