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 Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $686,989 | -4.7% | 27,601 | 0.0% | 0.02% | -8.0% |
Q2 2023 | $721,214 | -0.2% | 27,601 | -1.7% | 0.02% | -3.8% |
Q1 2023 | $722,524 | +8.8% | 28,081 | +1.7% | 0.03% | +4.0% |
Q4 2022 | $664,080 | +11.6% | 27,601 | -1.6% | 0.02% | 0.0% |
Q3 2022 | $595,000 | -9.3% | 28,051 | +1.6% | 0.02% | -3.8% |
Q2 2022 | $656,000 | -13.7% | 27,601 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $760,000 | -6.1% | 27,601 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $809,000 | +1.1% | 27,601 | 0.0% | 0.03% | -3.7% |
Q3 2021 | $800,000 | -5.1% | 27,601 | -1.1% | 0.03% | -6.9% |
Q2 2021 | $843,000 | +4.5% | 27,915 | 0.0% | 0.03% | -3.3% |
Q1 2021 | $807,000 | +5.8% | 27,915 | +1.1% | 0.03% | -14.3% |
Q4 2020 | $763,000 | +14.2% | 27,601 | -0.6% | 0.04% | 0.0% |
Q3 2020 | $668,000 | +5.7% | 27,776 | -0.4% | 0.04% | 0.0% |
Q2 2020 | $632,000 | +39.2% | 27,901 | +21.2% | 0.04% | +9.4% |
Q1 2020 | $454,000 | -30.4% | 23,026 | -9.0% | 0.03% | -13.5% |
Q4 2019 | $652,000 | +5.2% | 25,301 | -1.8% | 0.04% | 0.0% |
Q3 2019 | $620,000 | -1.6% | 25,776 | +50.0% | 0.04% | -5.1% |
Q2 2019 | $630,000 | +1.3% | 17,185 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $622,000 | +6.9% | 17,185 | -3.4% | 0.04% | 0.0% |
Q4 2018 | $582,000 | +16.4% | 17,785 | +33.0% | 0.04% | +34.5% |
Q3 2018 | $500,000 | +1.0% | 13,375 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $495,000 | -3.1% | 13,375 | +1.7% | 0.03% | -12.1% |
Q1 2018 | $511,000 | -0.4% | 13,150 | 0.0% | 0.03% | +3.1% |
Q4 2017 | $513,000 | +0.8% | 13,150 | -2.2% | 0.03% | -17.9% |
Q3 2017 | $509,000 | +4.9% | 13,450 | -1.1% | 0.04% | 0.0% |
Q2 2017 | $485,000 | +4.5% | 13,600 | 0.0% | 0.04% | +2.6% |
Q1 2017 | $464,000 | +9.4% | 13,600 | +1.1% | 0.04% | -2.6% |
Q4 2016 | $424,000 | -10.4% | 13,450 | -7.6% | 0.04% | -11.4% |
Q3 2016 | $473,000 | +6.8% | 14,550 | 0.0% | 0.04% | -17.0% |
Q2 2016 | $443,000 | -4.3% | 14,550 | -3.2% | 0.05% | -18.5% |
Q1 2016 | $463,000 | +14.3% | 15,027 | +12.8% | 0.06% | +3.2% |
Q3 2015 | $405,000 | -2.2% | 13,327 | +10.8% | 0.06% | -1.6% |
Q2 2015 | $414,000 | +6.2% | 12,027 | +6.9% | 0.06% | +18.5% |
Q1 2015 | $390,000 | +3.7% | 11,252 | 0.0% | 0.05% | +1.9% |
Q4 2014 | $376,000 | -0.5% | 11,252 | +4.4% | 0.05% | -8.6% |
Q3 2014 | $378,000 | -5.5% | 10,775 | 0.0% | 0.06% | -6.5% |
Q2 2014 | $400,000 | +7.2% | 10,775 | +3.4% | 0.06% | +5.1% |
Q1 2014 | $373,000 | -48.8% | 10,425 | -49.0% | 0.06% | -49.6% |
Q4 2013 | $728,000 | +4.0% | 20,425 | 0.0% | 0.12% | -12.0% |
Q3 2013 | $700,000 | +9.7% | 20,425 | 0.0% | 0.13% | +14.7% |
Q2 2013 | $638,000 | – | 20,425 | – | 0.12% | – |
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% |