SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 184 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,148 | -1.0% | 206,832 | +3.9% | 0.01% | 0.0% |
| Q2 2023 | $5,201 | +0.8% | 199,054 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $5,160 | -34.7% | 200,564 | -38.9% | 0.01% | -42.1% |
| Q4 2022 | $7,896 | -99.8% | 328,191 | +97.7% | 0.02% | +111.1% |
| Q3 2022 | $3,521,000 | -14.2% | 166,025 | -3.9% | 0.01% | -18.2% |
| Q2 2022 | $4,106,000 | -12.8% | 172,697 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $4,709,000 | -17.6% | 171,145 | -12.2% | 0.01% | -15.4% |
| Q4 2021 | $5,716,000 | +6.4% | 195,030 | +5.2% | 0.01% | 0.0% |
| Q3 2021 | $5,370,000 | -2.6% | 185,372 | +1.6% | 0.01% | -7.1% |
| Q2 2021 | $5,511,000 | +11.2% | 182,484 | +6.4% | 0.01% | 0.0% |
| Q1 2021 | $4,957,000 | +12.9% | 171,492 | +8.0% | 0.01% | +7.7% |
| Q4 2020 | $4,390,000 | +8.4% | 158,787 | -5.7% | 0.01% | -7.1% |
| Q3 2020 | $4,049,000 | +10.1% | 168,389 | +3.7% | 0.01% | 0.0% |
| Q2 2020 | $3,679,000 | +12.4% | 162,378 | -2.2% | 0.01% | -6.7% |
| Q1 2020 | $3,272,000 | -13.7% | 165,971 | +12.8% | 0.02% | +7.1% |
| Q4 2019 | $3,792,000 | +6.9% | 147,182 | -0.2% | 0.01% | -6.7% |
| Q3 2019 | $3,546,000 | +3.3% | 147,527 | +57.6% | 0.02% | 0.0% |
| Q2 2019 | $3,432,000 | +10.2% | 93,602 | +8.8% | 0.02% | +7.1% |
| Q1 2019 | $3,114,000 | +122.0% | 86,015 | +100.7% | 0.01% | +100.0% |
| Q4 2018 | $1,403,000 | +11.7% | 42,862 | +27.5% | 0.01% | +16.7% |
| Q3 2018 | $1,256,000 | -13.0% | 33,625 | -13.7% | 0.01% | -25.0% |
| Q2 2018 | $1,443,000 | -4.2% | 38,979 | +0.5% | 0.01% | 0.0% |
| Q1 2018 | $1,507,000 | +3.6% | 38,795 | +4.0% | 0.01% | 0.0% |
| Q4 2017 | $1,455,000 | – | 37,312 | – | 0.01% | – |
Download | ||||||
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% |