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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

272 managers (276 13F filers) reported a position in CWI shares at 2026-06-30, 54,462,445 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
272
13F filers
276
New
23
Added
88
Reduced
92
Sold out
14
Shares held by filers
54,462,445

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
First National Trust Co5,918$241K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC5,775$235K0.16%013F-HRTimeline
Dakota Wealth Management5,659$230K<0.01%-21,57313F-HRTimeline
Redwood Financial Network Corp5,657$230K0.13%new13F-HRTimeline
Vise Technologies, Inc.5,558$226K<0.01%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,474$223K0.05%new13F-HRTimeline
BRIGHTON JONES LLC5,423$221K<0.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,414$220K<0.01%new13F-HRTimelineGroup
ROCKLAND TRUST CO5,397$219K0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC5,245$213K0.04%+5,24513F-HRTimeline
National Philanthropic Trust5,241$213K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,225$213K<0.01%013F-HRTimelineGroup
Northwest Bancshares, Inc.5,167$210K0.04%new13F-HRTimeline
Drucker Wealth 3.0, LLC5,137$209K0.03%new13F-HRTimeline
True Link Financial Advisors, LLC5,113$208K0.01%-2,20913F-HR/ATimeline
WASHINGTON TRUST Co5,025$204K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,005$204K0.01%+24713F-HRTimeline
First Pacific Financial4,397$179K0.02%+5113F-HRTimeline
10Elms LLP4,200$171K0.07%+51713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,474$139K<0.01%-98813F-HRTimeline
Private Wealth Management Group, LLC3,200$130K0.03%013F-HRTimeline
Napier Financial, LLC3,079$125K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,075$125K<0.01%-413F-HRTimelineGroup
CoreCap Advisors, LLC2,903$118K<0.01%+313F-HRTimeline
Basepoint Wealth LLC2,535$103K0.06%+3013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,505$102K<0.01%+1,89513F-HRTimelineGroup
SYM FINANCIAL Corp2,175$88.5K0.01%new13F-HRTimeline
TSFG, LLC1,969$80K0.01%013F-HRTimeline
Lavaca Capital LLC1,946$79.1K0.01%new13F-HRTimeline
Coston, McIsaac & Partners1,717$69K0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,483$60.3K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,397$56.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,312$53.4K0.02%013F-HRTimeline
Newton One Investments LLC1,297$52.7K0.01%-2113F-HRTimeline
Main Street Group, LTD1,285$52.2K0.01%+213F-HRTimeline
TD Waterhouse Canada Inc.1,292$51.7K<0.01%+36013F-HRTimeline
Cassaday & Co Wealth Management LLC1,191$48.4K<0.01%+23113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,116$45.4K-1,045Timeline
Tradewinds Capital Management, LLC1,044$42.5K0.01%+45013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,039$42.3K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC963$39.2K0.01%-70513F-HRTimeline
Blue Trust, Inc.838$34.1K<0.01%-2013F-HRTimeline
SBI Securities Co., Ltd.786$32K<0.01%-2013F-HRTimeline
VIMA LLC750$30.5K0.03%13F-HRTimeline
MCF Advisors LLC667$27.1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp621$25.3K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC561$22.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…540$22K<0.01%+17813F-HRTimelineGroup
MTM Investment Management, LLC528$21.5K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.523$21.3K<0.01%013F-HRTimeline
Smithfield Trust Co526$21K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC480$19.5K<0.01%-6013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department468$19K<0.01%013F-HRTimelineGroup
Clean Yield Group462$18.8K<0.01%013F-HRTimeline
Investors Research Corp430$17.5K<0.01%013F-HRTimeline
GAMMA Investing LLC374$15.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.360$15K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC331$13.5K<0.01%013F-HRTimeline
Joseph Group Capital Management322$13.1K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC305$12.4K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC242$9.84K<0.01%013F-HRTimeline
Davis Capital Management238$9.68K0.01%013F-HRTimeline
Atomic Invest LLC184$7.43K<0.01%-1513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…170$6.9K<0.01%-98313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management154$6.26K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources136$5.53K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.105$4.27K<0.01%-76513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC94$3.82K<0.01%13F-HRTimeline
Allworth Financial LP50$2.03K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25$1K<0.01%013F-HRTimelineGroup
Wilkerson Advisory Group LLC23$935<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18$732<0.01%-12813F-HRTimeline