SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,625 | -7.6% | 1,890 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $49,386 | +1.6% | 1,890 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $48,630 | -84.3% | 1,890 | -85.3% | 0.00% | -83.3% |
Q4 2022 | $308,872 | +14.4% | 12,837 | +1.0% | 0.01% | +20.0% |
Q3 2022 | $270,000 | -12.1% | 12,715 | -1.5% | 0.01% | -16.7% |
Q2 2022 | $307,000 | -12.3% | 12,904 | +1.5% | 0.01% | 0.0% |
Q1 2022 | $350,000 | -6.7% | 12,718 | -0.7% | 0.01% | 0.0% |
Q4 2021 | $375,000 | +5.3% | 12,809 | +4.2% | 0.01% | 0.0% |
Q3 2021 | $356,000 | -0.8% | 12,287 | -1.0% | 0.01% | -14.3% |
Q1 2021 | $359,000 | +16.9% | 12,408 | +11.9% | 0.01% | +16.7% |
Q4 2020 | $307,000 | +14.6% | 11,085 | -0.4% | 0.01% | 0.0% |
Q3 2020 | $268,000 | -2.5% | 11,125 | -8.2% | 0.01% | 0.0% |
Q2 2020 | $275,000 | +16.5% | 12,125 | +1.2% | 0.01% | -14.3% |
Q1 2020 | $236,000 | -11.3% | 11,981 | +16.3% | 0.01% | +16.7% |
Q4 2019 | $266,000 | +6.0% | 10,304 | -1.3% | 0.01% | 0.0% |
Q3 2019 | $251,000 | -1.6% | 10,444 | +50.0% | 0.01% | 0.0% |
Q2 2019 | $255,000 | +0.4% | 6,962 | -0.9% | 0.01% | 0.0% |
Q1 2019 | $254,000 | – | 7,023 | – | 0.01% | – |
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% |