SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550 | +0.4% | 22,086 | +5.3% | 0.00% | 0.0% |
| Q2 2023 | $548 | +6.4% | 20,968 | +4.8% | 0.00% | -25.0% |
| Q1 2023 | $515 | +6.2% | 20,002 | -0.7% | 0.00% | +33.3% |
| Q4 2022 | $485 | -99.9% | 20,139 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $422,000 | -3.4% | 19,890 | +8.3% | 0.00% | 0.0% |
| Q2 2022 | $437,000 | -13.5% | 18,362 | +0.1% | 0.00% | -25.0% |
| Q1 2022 | $505,000 | -6.5% | 18,341 | -0.4% | 0.00% | 0.0% |
| Q4 2021 | $540,000 | +2.7% | 18,419 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $526,000 | -1.5% | 18,144 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $534,000 | +6.6% | 17,678 | +2.0% | 0.00% | -20.0% |
| Q1 2021 | $501,000 | +4.6% | 17,334 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $479,000 | +15.7% | 17,334 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $414,000 | +6.2% | 17,231 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $390,000 | -3.0% | 17,231 | -15.5% | 0.01% | -28.6% |
| Q1 2020 | $402,000 | +5.0% | 20,386 | +95.1% | 0.01% | +40.0% |
| Q2 2019 | $383,000 | +44.0% | 10,448 | +42.5% | 0.01% | +25.0% |
| Q1 2019 | $266,000 | -61.8% | 7,334 | -65.5% | 0.00% | -69.2% |
| Q4 2018 | $696,000 | +8.8% | 21,245 | +23.9% | 0.01% | +18.2% |
| Q3 2018 | $640,000 | +41.0% | 17,143 | +39.9% | 0.01% | +10.0% |
| Q2 2018 | $454,000 | +78.0% | 12,257 | +86.5% | 0.01% | +100.0% |
| Q1 2018 | $255,000 | – | 6,572 | – | 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% |
| PITCAIRN CO | 358,246 | $12,220,000 | 1.48% |
| WEALTHSOURCE PARTNERS, LLC | 117,674 | $4,014,000 | 1.48% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 88,785 | $3,028,000 | 1.46% |