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 | $213,531 | -4.7% | 8,579 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $224,169 | +1.6% | 8,579 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $220,738 | +6.9% | 8,579 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $206,411 | -7.0% | 8,579 | -8.2% | 0.03% | -10.0% |
| Q2 2022 | $222,000 | -13.6% | 9,341 | 0.0% | 0.03% | +20.0% |
| Q1 2022 | $257,000 | -66.2% | 9,341 | -64.0% | 0.02% | -64.3% |
| Q4 2021 | $760,000 | +1.2% | 25,920 | 0.0% | 0.07% | -6.7% |
| Q3 2021 | $751,000 | -4.1% | 25,920 | 0.0% | 0.08% | -6.2% |
| Q2 2021 | $783,000 | +3.2% | 25,920 | -1.3% | 0.08% | -9.1% |
| Q1 2021 | $759,000 | +4.5% | 26,260 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $726,000 | +14.9% | 26,260 | 0.0% | 0.09% | -10.1% |
| Q3 2020 | $632,000 | +22.0% | 26,260 | 0.0% | 0.10% | -20.8% |
| Q1 2020 | $518,000 | -50.9% | 26,260 | -35.8% | 0.12% | -29.4% |
| Q4 2019 | $1,054,000 | +7.2% | 40,895 | 0.0% | 0.18% | 0.0% |
| Q3 2019 | $983,000 | -1.7% | 40,895 | +50.0% | 0.18% | +5.4% |
| Q2 2019 | $1,000,000 | +1.3% | 27,266 | 0.0% | 0.17% | -6.1% |
| Q1 2019 | $987,000 | +10.5% | 27,266 | 0.0% | 0.18% | -5.3% |
| Q4 2018 | $893,000 | -13.9% | 27,266 | -1.8% | 0.19% | +17.4% |
| Q3 2018 | $1,037,000 | +0.9% | 27,766 | 0.0% | 0.16% | -1.8% |
| Q2 2018 | $1,028,000 | -4.7% | 27,766 | 0.0% | 0.16% | +24.2% |
| Q1 2018 | $1,079,000 | -0.4% | 27,766 | 0.0% | 0.13% | +0.8% |
| Q4 2017 | $1,083,000 | +3.1% | 27,766 | 0.0% | 0.13% | -3.0% |
| Q3 2017 | $1,050,000 | +6.1% | 27,766 | 0.0% | 0.14% | -1.5% |
| Q2 2017 | $990,000 | +4.5% | 27,766 | 0.0% | 0.14% | -0.7% |
| Q1 2017 | $947,000 | +8.4% | 27,766 | 0.0% | 0.14% | +2.2% |
| Q4 2016 | $874,000 | – | 27,766 | – | 0.14% | – |
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% |