SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 190 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,494 | -4.9% | 15,046 | -0.2% | 0.12% | -2.3% |
| Q2 2023 | $393,752 | -11.1% | 15,069 | -12.5% | 0.13% | -20.0% |
| Q1 2023 | $442,915 | +12.2% | 17,214 | +4.9% | 0.16% | +8.8% |
| Q4 2022 | $394,680 | -44.0% | 16,404 | -50.6% | 0.15% | -50.2% |
| Q3 2022 | $705,000 | -2.4% | 33,234 | +9.4% | 0.30% | +9.7% |
| Q2 2022 | $722,000 | +127.8% | 30,374 | +163.5% | 0.27% | +166.3% |
| Q1 2022 | $317,000 | -6.2% | 11,525 | 0.0% | 0.10% | -7.3% |
| Q4 2021 | $338,000 | +1.5% | 11,525 | 0.0% | 0.11% | -9.2% |
| Q3 2021 | $333,000 | -18.6% | 11,525 | -14.9% | 0.12% | -16.1% |
| Q2 2021 | $409,000 | +4.6% | 13,549 | 0.0% | 0.14% | -7.1% |
| Q1 2021 | $391,000 | +4.3% | 13,549 | 0.0% | 0.15% | -5.5% |
| Q4 2020 | $375,000 | +15.0% | 13,549 | 0.0% | 0.16% | +7.2% |
| Q3 2020 | $326,000 | +6.2% | 13,549 | 0.0% | 0.15% | +4.8% |
| Q2 2020 | $307,000 | +4.8% | 13,549 | -8.7% | 0.14% | -18.1% |
| Q1 2020 | $293,000 | -77.2% | 14,847 | -70.3% | 0.18% | -74.5% |
| Q4 2019 | $1,286,000 | +6.4% | 49,918 | -0.8% | 0.69% | -3.6% |
| Q3 2019 | $1,209,000 | -1.7% | 50,310 | +50.0% | 0.72% | -4.3% |
| Q2 2019 | $1,230,000 | +1.3% | 33,540 | 0.0% | 0.75% | -1.1% |
| Q1 2019 | $1,214,000 | +12.9% | 33,540 | +2.1% | 0.76% | +0.7% |
| Q4 2018 | $1,075,000 | +337.0% | 32,840 | +398.3% | 0.75% | +362.6% |
| Q3 2018 | $246,000 | – | 6,590 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,812,433 | $81,307,000 | 11.26% |
| Wealth CMT | 444,058 | $12,838,000 | 7.56% |
| FINANCIAL CONSULATE, INC | 527,748 | $15,257,000 | 6.19% |
| Barnett & Company, Inc. | 275,111 | $7,953,000 | 4.23% |
| PITCAIRN CO | 1,686,904 | $48,769,000 | 3.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 250,466 | $7,241,000 | 3.07% |
| HANTZ FINANCIAL SERVICES, INC. | 304,896 | $8,815,000 | 2.92% |
| Iowa State Bank | 318,370 | $9,204,000 | 2.77% |
| Blackhawk Capital Partners LLC. | 130,524 | $3,609,000 | 2.72% |
| Courage Miller Partners, LLC | 185,552 | $5,364,000 | 2.33% |