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CWI SPDR INDEX SHS FDS

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COM (fund)

223 managers (224 13F filers) reported a position in CWI shares at 2024-12-31, 42,944,296 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
223
13F filers
224
New
25
Added
61
Reduced
68
Sold out
19
Shares held by filers
42,944,296

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BankPlus Trust Departmentin group BankPlus Trust Department468$13.1K<0.01%13F-HRTimelineGroup
Key Financial Inc430$12K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.423$12K0.01%013F-HRTimeline
Compass Wealth Management LLC409$11.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC400$11.2K<0.01%new13F-HRTimeline
GAMMA Investing LLC374$10.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA339$9.47K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC331$9.25K<0.01%013F-HRTimeline
Continuum Advisory, LLC322$8.98K<0.01%+24813F-HRTimeline
Financial Life Planners311$8.68K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc225$6.29K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sage Mountain Advisors LLC200$5.59K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc174$4.86K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.135$3.77K<0.01%013F-HRTimeline
Bogart Wealth, LLC88$2.46K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC75$2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC67$1.87K<0.01%new13F-HRTimeline
IFP Advisors, Inc64$1.79K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25$1K<0.01%-9,95013F-HRTimelineGroup
Farther Finance Advisors, LLC20$559<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18$503<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC4$111<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.