Skip to content
Disclosery

CWI SPDR INDEX SHS FDS

Follow

COM (fund)

258 managers (260 13F filers) reported a position in CWI shares at 2025-12-31, 51,936,494 shares in all. 25 filers opened a position and 12 filers sold out during the quarter.

Managers
258
13F filers
260
New
25
Added
92
Reduced
70
Sold out
12
Shares held by filers
51,936,494

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First National Trust Co5,918$213K0.01%-1,75013F-HRTimeline
Van Hulzen Asset Management, LLC5,826$209K0.02%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,812$209K<0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC5,775$207K0.14%-29213F-HRTimeline
WASHINGTON TRUST Co5,700$205K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,225$188K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4,462$165K<0.01%-1,42713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,456$160K<0.01%+3,03213F-HRTimelineGroup
First Pacific Financial4,346$156K0.02%+7613F-HRTimeline
Geneos Wealth Management Inc.4,170$150K<0.01%+22213F-HRTimeline
10Elms LLP3,833$138K0.13%-1,05213F-HRTimeline
SageView Advisory Group, LLC3,737$134K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC3,200$115K0.03%-16113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,075$110K<0.01%13F-HRTimelineGroup
Basepoint Wealth LLC2,505$90K0.05%new13F-HRTimeline
CoreCap Advisors, LLC2,305$82.8K<0.01%013F-HRTimeline
TSFG, LLC1,969$71K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,717$61K0.01%013F-HRTimeline
YANKCOM Partnership1,538$55.2K0.02%013F-HRTimeline
Rialto Wealth Management, LLC1,483$53.3K0.01%013F-HRTimeline
Newton One Investments LLC1,444$51.9K0.02%+2513F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,400$50.3K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,397$50.2K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,312$47.1K0.04%013F-HRTimeline
Blue Trust, Inc.1,174$42.2K<0.01%+65513F-HRTimeline
COMERICA BANK1,119$40.2K<0.01%+11913F-HRTimeline
TD Waterhouse Canada Inc.932$33.5K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC884$31.7K0.01%+1413F-HRTimeline
Qube Research & Technologies Ltd841$30.2K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC800$28.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.765$27.5K<0.01%+1313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC690$24.8K<0.01%+15013F-HRTimelineGroup
MCF Advisors LLC667$24K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.641$23K<0.01%-113F-HRTimeline
SIGNATUREFD, LLC561$20.2K<0.01%-1,33913F-HRTimeline
MTM Investment Management, LLC528$19K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.523$18.8K<0.01%013F-HRTimeline
Investors Research Corp523$18.8K<0.01%-34013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…492$17.7K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department468$16.8K<0.01%013F-HRTimelineGroup
Clean Yield Group462$16.6K<0.01%new13F-HRTimeline
Joseph Group Capital Management435$15.6K<0.01%-20213F-HRTimeline
GAMMA Investing LLC374$13.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.360$13K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC331$11.9K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC305$11K<0.01%013F-HRTimelineGroup
Davis Capital Management238$8.55K0.01%new13F-HRTimeline
Atomic Invest LLC207$7.45K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc174$6.25K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management154$5.53K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC146$5.24K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources136$4.88K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC108$3.88K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC94$3.38K<0.01%+4213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25$1K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC25$902<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC23$826<0.01%13F-HRTimeline
Dunhill Financial, LLC1$29<0.01%-56313F-HRTimeline