CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 192 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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$11,739,000302,1721.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
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