SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 188 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,345,063 | -0.0% | 1,098,636 | +4.9% | 0.76% | -0.3% |
| Q2 2023 | $27,355,850 | +1.4% | 1,046,913 | -0.2% | 0.77% | -3.6% |
| Q1 2023 | $26,988,717 | -2.4% | 1,048,920 | -8.8% | 0.80% | -22.6% |
| Q4 2022 | $27,658,154 | +1.1% | 1,149,549 | -0.1% | 1.03% | -9.5% |
| Q2 2022 | $27,366,000 | -5.0% | 1,150,791 | +9.9% | 1.14% | +10.5% |
| Q1 2022 | $28,805,000 | +9.5% | 1,046,688 | +16.6% | 1.03% | +7.3% |
| Q4 2021 | $26,300,000 | +5.0% | 897,320 | +3.8% | 0.96% | -2.2% |
| Q3 2021 | $25,044,000 | +2.5% | 864,491 | +6.8% | 0.98% | -2.1% |
| Q2 2021 | $24,442,000 | -0.9% | 809,352 | -5.2% | 1.00% | -14.1% |
| Q1 2021 | $24,675,000 | -1.0% | 853,509 | -5.3% | 1.17% | -4.7% |
| Q4 2020 | $24,933,000 | +14.7% | 901,736 | -0.2% | 1.22% | -0.2% |
| Q3 2020 | $21,731,000 | +8.5% | 903,581 | +2.2% | 1.22% | +0.2% |
| Q2 2020 | $20,032,000 | +2.2% | 884,003 | +16.2% | 1.22% | -21.5% |
| Q4 2019 | $19,605,000 | +14.8% | 760,773 | +7.1% | 1.56% | +4.4% |
| Q3 2019 | $17,080,000 | +19.6% | 710,503 | +82.4% | 1.49% | +4.1% |
| Q2 2019 | $14,283,000 | +6.5% | 389,499 | +5.2% | 1.43% | -2.4% |
| Q1 2019 | $13,411,000 | +24.9% | 370,365 | +13.0% | 1.47% | +37.2% |
| Q4 2018 | $10,734,000 | -14.5% | 327,845 | -2.4% | 1.07% | -8.7% |
| Q3 2018 | $12,556,000 | +8.1% | 336,071 | +7.1% | 1.17% | +3.1% |
| Q2 2018 | $11,620,000 | -1.0% | 313,894 | +3.9% | 1.14% | -3.2% |
| Q1 2018 | $11,739,000 | – | 302,172 | – | 1.17% | – |
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% |