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 | $153,049 | -4.7% | 6,149 | 0.0% | 0.00% | – |
| Q2 2023 | $160,673 | +1.6% | 6,149 | 0.0% | 0.00% | – |
| Q1 2023 | $158,214 | +6.9% | 6,149 | 0.0% | 0.00% | – |
| Q4 2022 | $147,945 | +13.8% | 6,149 | 0.0% | 0.00% | – |
| Q3 2022 | $130,000 | -37.5% | 6,149 | -29.6% | 0.00% | – |
| Q2 2022 | $208,000 | -13.3% | 8,736 | 0.0% | 0.00% | – |
| Q1 2022 | $240,000 | -6.2% | 8,736 | 0.0% | 0.00% | – |
| Q4 2021 | $256,000 | +1.2% | 8,736 | 0.0% | 0.00% | – |
| Q3 2021 | $253,000 | -13.4% | 8,736 | -9.6% | 0.00% | – |
| Q2 2021 | $292,000 | +11.9% | 9,660 | +7.3% | 0.00% | – |
| Q1 2021 | $261,000 | -31.3% | 9,005 | -34.5% | 0.00% | – |
| Q4 2020 | $380,000 | +13.4% | 13,739 | -1.4% | 0.00% | – |
| Q3 2020 | $335,000 | +19.6% | 13,939 | +12.5% | 0.00% | – |
| Q2 2020 | $280,000 | +25.0% | 12,390 | +9.3% | 0.00% | – |
| Q1 2020 | $224,000 | +17.9% | 11,331 | +53.4% | 0.00% | – |
| Q4 2019 | $190,000 | +7.3% | 7,386 | -0.0% | 0.00% | – |
| Q3 2019 | $177,000 | -35.4% | 7,389 | -1.6% | 0.00% | – |
| Q2 2019 | $274,000 | -24.9% | 7,511 | -25.7% | 0.00% | – |
| Q1 2019 | $365,000 | +65.2% | 10,105 | +49.2% | 0.00% | – |
| Q4 2018 | $221,000 | -88.4% | 6,774 | -86.8% | 0.00% | -100.0% |
| Q3 2018 | $1,913,000 | +4565.9% | 51,201 | +4558.9% | 0.00% | – |
| Q2 2018 | $41,000 | +13.9% | 1,099 | +16.9% | 0.00% | – |
| Q1 2018 | $36,000 | -93.0% | 940 | -93.9% | 0.00% | – |
| Q4 2014 | $512,000 | -34.8% | 15,311 | -31.6% | 0.00% | – |
| Q3 2014 | $785,000 | -3.7% | 22,386 | +1.8% | 0.00% | -100.0% |
| Q2 2014 | $815,000 | – | 21,985 | – | 0.00% | – |
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% |