SAGE FINANCIAL GROUP INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$641,441
-4.7%
25,7710.0%0.07%0.0%
Q2 2023$673,397
+1.6%
25,7710.0%0.07%
-5.3%
Q1 2023$663,088
+6.9%
25,7710.0%0.08%
-1.3%
Q4 2022$620,050
+13.4%
25,7710.0%0.08%
+1.3%
Q3 2022$547,000
-10.8%
25,7710.0%0.08%
-7.4%
Q2 2022$613,000
-13.5%
25,7710.0%0.08%
-2.4%
Q1 2022$709,000
-6.1%
25,7710.0%0.08%
+3.8%
Q4 2021$755,000
+1.1%
25,7710.0%0.08%
-13.0%
Q3 2021$747,000
-4.0%
25,7710.0%0.09%
-4.2%
Q2 2021$778,000
+4.4%
25,7710.0%0.10%
-2.0%
Q1 2021$745,000
+4.5%
25,7710.0%0.10%0.0%
Q4 2020$713,000
+15.0%
25,7710.0%0.10%
-3.0%
Q3 2020$620,000
+6.2%
25,7710.0%0.10%
-3.8%
Q2 2020$584,000
-45.9%
25,771
-52.9%
0.10%
-48.3%
Q1 2020$1,079,000
-27.6%
54,711
-5.4%
0.20%
-0.5%
Q4 2019$1,490,000
+7.2%
57,8220.0%0.20%
-1.4%
Q3 2019$1,390,000
-1.7%
57,822
+50.0%
0.21%
-1.0%
Q2 2019$1,414,000
+1.3%
38,5500.0%0.21%
-3.2%
Q1 2019$1,396,000
+8.1%
38,550
-2.3%
0.22%0.0%
Q4 2018$1,291,00039,4470.22%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders