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Disclosery

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,297,276$260M0.02%+2,618,04813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,743,196$105M0.07%+126,68913F-HRTimelineGroup
Avantax Planning Partners, Inc.1,922,233$53.7M1.94%+302,33913F-HRTimeline
HighTower Advisors, LLC1,805,964$50.5M0.07%+45,66313F-HRTimeline
GLOBALT Investments LLC / GA1,497,347$41.8M1.6%-27,90713F-HRTimeline
LPL Financial LLC1,382,416$38.6M0.02%+302,96713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,214,136$33.9M0.66%+8,27713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,148,707$32.1M3.02%-38,72313F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,111,899$31.1M1.83%-58,77713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC773,963$21.6M0.5%-17,21413F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…770,624$21.5M0.19%+149,41813F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC740,628$20.7M2.59%+29,59813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP695,445$19.4M0.03%-8,72813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…673,315$18.8M0.04%-117,42913F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY662,219$18.5M<0.01%+24,83513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC590,285$16.5M0.01%+224,24213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding582,618$16.3M+194,711Timeline
EASTERN BANK563,802$15.8M0.29%+46513F-HRTimeline
Sequoia Financial Advisors, LLC543,197$15.2M0.15%-11,73213F-HR/ATimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/511,649$14.3M0.78%-2,01013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…496,166$13.9M0.35%-48,37813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB409,770$11.4M0.21%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.403,705$11.3M0.02%+21,57713F-HRTimelineGroup
Private Advisor Group, LLC392,279$11M0.06%+18,54613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC381,874$10.7M5.81%+2,90113F-HRTimeline
NewEdge Advisors, LLC348,762$9.74M0.06%+17,44113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.347,502$9.71M0.17%+33,87913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IAG Wealth Partners, LLC333,068$9.31M1.64%-7,26113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…284,102$7.94M0.35%-14,58513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN276,015$7.71M<0.01%-66,21313F-HRTimelineGroup
Merit Financial Group, LLC272,158$7.6M0.14%+51,94913F-HRTimeline
WHITTIER TRUST CO271,327$7.58M0.1%-1,42513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS268,402$7.5M0.02%+18,28213F-HRTimeline
UBS Group AGin group UBS Group AG249,299$6.97M<0.01%-33,44213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/245,166$6.85M<0.01%-14,79613F-HRTimelineGroup
Waverly Advisors, LLC232,772$6.5M0.1%-13213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC225,792$6.3M<0.01%+6,03613F-HRTimelineGroup
Friday Financial223,054$6.23M4.29%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC210,766$5.89M0.01%-20,52813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC199,000$5.56M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,062$5.51M<0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO195,761$5.47M<0.01%+173,88613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.195,618$5.47M1.1%-34513F-HRTimeline
Courage Miller Partners, LLC193,055$5.39M1.85%+28313F-HRTimeline
Brady Martz Wealth Solutions, LLC184,650$5.1M1.23%13F-HRTimeline
Atlas Private Wealth Advisors170,037$4.75M0.67%new13F-HRTimeline
Mill Creek Capital Advisors, LLC167,276$4.67M0.11%-5,00513F-HRTimeline
Mariner, LLCin group Mariner, LLC164,204$4.59M0.01%+21,63613F-HRTimelineGroup
Clearstead Advisors, LLC157,422$4.4M0.07%+5513F-HRTimeline
Sterling Group Wealth Management, LLC154,258$4.31M2.24%+3,31213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.145,399$4.06M0.01%+7,93913F-HR/ATimelineGroup
CVFG LLC143,782$4.02M3.66%13F-HRTimeline
Valmark Advisers, Inc.143,080$4M0.06%-1,39213F-HRTimeline
Walkner Condon Financial Advisors LLC134,696$3.76M0.76%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,305$3.72M0.01%-982,62813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC128,492$3.59M0.03%-4,29713F-HRTimelineGroup
Montecito Bank & Trust127,501$3.56M0.62%+5,54013F-HRTimeline
Capital Investment Advisors, LLC120,032$3.35M0.07%-27013F-HRTimeline
Opal Wealth Advisors, LLC119,096$3.33M1%+18,08013F-HRTimeline
FINANCIAL COUNSELORS INC115,097$3.22M0.05%+1,07413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC114,290$3.19M1.42%-14,43513F-HRTimeline
RENAISSANCE GROUP LLC108,215$3.02M0.13%new13F-HRTimeline
3EDGE Asset Management, LP101,127$2.83M0.17%new13F-HRTimeline
NOVEM GROUP99,353$2.78M0.41%13F-HRTimeline
Focus Financial Network, Inc.97,674$2.73M0.11%-194,11413F-HRTimeline
Priebe Wealth Holdings LLC92,464$2.58M1.75%+8,07513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.89,586$2.5M0.23%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC87,341$2.44M0.01%-11,63113F-HRTimelineGroup
Steward Partners Investment Advisory, L…82,334$2.3M0.02%-29713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…79,433$2.22M0.02%-3,95913F-HRTimelineGroup
HHM Wealth Advisors, LLC79,159$2.21M0.3%-51013F-HRTimeline
SYNOVUS FINANCIAL CORP77,786$2.17M0.03%-32,51313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC75,952$2.12M0.06%+58,27513F-HRTimeline
Wela Strategies, Inc.67,320$2.07M0.89%+43,22813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.70,939$1.98M0.59%+1,50013F-HRTimeline
Cambridge Investment Research Advisors,…69,328$1.94M0.01%+52,88813F-HRTimeline
Mutual Advisors, LLC64,782$1.82M0.05%+18,75013F-HRTimeline
Financial Engines Advisors L.L.C.62,248$1.74M<0.01%-1,35313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,607$1.72M<0.01%-70513F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…59,702$1.67M0.06%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp55,408$1.55M<0.01%+2,73713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,918$1.53M<0.01%+13,06313F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC53,255$1.49M0.19%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC49,665$1.39M0.18%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,493$1.38M<0.01%+2,99013F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB46,968$1.31M0.13%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC45,611$1.27M0.03%-1,44013F-HRTimelineGroup
BAILARD, INC.44,256$1.24M0.03%-30013F-HRTimeline
Cetera Investment Advisers43,080$1.2M<0.01%+2,20813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,707$1.11M0.01%-15,64713F-HRTimelineGroup
Bragg Financial Advisors, Inc39,206$1.1M0.04%+9,29013F-HRTimeline
Laraway Financial Advisors Inc39,031$1.09M0.84%-84413F-HRTimeline
HBK Sorce Advisory LLC38,408$1.07M0.03%-1,32213F-HRTimeline
FINANCIAL CONSULATE, INC37,451$1.05M0.28%-4213F-HRTimeline
Creative Planningin group Creative Planning36,733$1.03M<0.01%-9,03213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC36,398$1.02M0.01%-33813F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.35,890$1M0.26%-61913F-HRTimeline
Tradition Wealth Management, LLC35,314$987K0.09%-61113F-HRTimeline
Investors Research Corp34,645$968K0.21%-32413F-HRTimeline
SpringVest Wealth Management LLC34,164$955K0.82%13F-HRTimeline
Masso Torrence Wealth Management Inc.32,774$916K0.48%-2,53013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,283$902K0.01%-5,27813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,272$846K<0.01%+2,90813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,957$809K<0.01%-4,28513F-HRTimelineGroup
Iowa State Bank28,924$808K0.17%-14213F-HRTimeline
MML INVESTORS SERVICES, LLC28,295$791K<0.01%-2,93613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,710$774K<0.01%013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC25,771$720K0.06%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC25,541$714K0.28%new13F-HRTimeline
Kagan Cocozza Asset Management25,374$709K0.59%13F-HRTimeline
Global Retirement Partners, LLC24,532$685K0.02%+1,32713F-HRTimeline
GTS SECURITIES LLC24,037$672K0.03%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$665K0.02%013F-HRTimelineGroup
Towneley Capital Management, Inc / DE23,122$646K0.15%-7,37713F-HRTimeline
Sharkey, Howes & Javer22,047$616K0.09%-1,31713F-HRTimeline
Bristlecone Advisors, LLC21,298$595K0.05%013F-HRTimeline
Avestar Capital, LLC20,556$574K0.05%013F-HRTimeline
RKL Wealth Management LLC18,101$506K0.05%-8,14913F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP18,000$503K0.04%013F-HRTimelineGroup
Mach-1 Financial Group, LLC17,689$494K0.89%-193,11113F-HRTimeline
Grey Ledge Advisors, LLC17,563$491K0.13%+4413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,547$490K<0.01%013F-HRTimelineGroup
SMI Advisory Services, LLC17,801$489K0.11%-14613F-HRTimeline
Fulton Bank, N.A.17,421$487K0.02%+42113F-HRTimeline
Stegner Investment Associates Inc.14,599$408K0.27%+54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chesley Taft & Associates LLC14,214$397K0.02%+1,19013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,111$394K0.09%+74613F-HRTimelineGroup
Midwest Capital Advisors, LLC13,938$389K0.28%13F-HRTimeline
MONECO ADVISORS, LLC13,862$387K0.04%new13F-HR/ATimeline
Cornerstone Wealth Management, LLC13,745$384K0.03%+33013F-HRTimeline
TODD ASSET MANAGEMENT LLC13,696$383K0.01%new13F-HRTimeline
Dakota Wealth Management13,477$377K0.01%-7,76813F-HRTimeline
Western Wealth Management, LLC13,043$364K0.02%013F-HR/ATimeline
SECURITY NATIONAL BANK OF SO DAK12,977$363K0.2%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP12,496$349K0.01%+13013F-HRTimeline
Wambolt & Associates, LLC12,176$340K0.11%-42713F-HRTimeline
Highview Capital Management LLC/DE/12,171$340K0.13%013F-HR/ATimeline
Radnor Capital Management, LLC12,000$335K0.06%-12,00013F-HRTimeline
Curi Capital, LLC11,321$316K0.01%013F-HRTimeline
CENTRAL TRUST Co11,120$311K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,786$301K<0.01%-1,25913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,732$300K0.02%-4,68613F-HRTimeline
Lantern Wealth Advisors, LLC10,275$287K0.19%013F-HRTimeline
Janney Montgomery Scott LLC10,084$282K<0.01%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,066$281K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,983$279K0.01%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO9,796$274K0.05%-1,06113F-HRTimeline
FSM Wealth Advisors, LLC9,740$273K0.07%+12213F-HRTimeline
Strategic Financial Concepts, LLC9,245$258K0.05%+22813F-HR/ATimeline
MAI Capital Management8,995$251K<0.01%new13F-HRTimeline
ARS Investment Partners, LLC8,579$240K0.02%013F-HRTimeline
Bleakley Financial Group, LLC8,506$238K0.01%+10313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,300$232K<0.01%new13F-HRTimelineGroup
Sentry LLC8,250$231K0.04%013F-HRTimeline
Glassman Wealth Services7,911$221K0.04%013F-HRTimeline
BIP Wealth, LLC7,836$219K0.01%+32213F-HRTimeline
Laird Norton Wetherby Wealth Management…7,354$205K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,109$199K<0.01%-10,23013F-HRTimelineGroup
10Elms LLP7,075$198K0.2%13F-HRTimeline
FMR LLCin group FMR LLC7,053$197K<0.01%+6113F-HRTimelineGroup
GoalVest Advisory LLC7,049$197K0.05%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$190K0.11%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,644$186K0.01%-44913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$172K<0.01%013F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,889$164K<0.01%+98813F-HRTimeline
WASHINGTON TRUST Co5,700$159K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,702$131K<0.01%+65513F-HRTimeline
First Pacific Financial4,391$123K0.03%+6113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,336$93.2K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC3,200$89.4K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,075$85.9K<0.01%-4,10013F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,908$81.2K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,899$81K<0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC2,864$80K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,375$66.7K<0.01%013F-HRTimelineGroup
MilWealth Group LLC2,250$62.9K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.2,086$58.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,900$53.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,890$52.2K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC1,690$47.2K0.02%13F-HRTimeline
Coston, McIsaac & Partners1,717$47K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,625$46.8K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC1,591$44.5K<0.01%13F-HRTimeline
CoreCap Advisors, LLC1,575$44K<0.01%-5713F-HRTimeline
YANKCOM Partnership1,538$43K0.02%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,400$39.1K<0.01%new13F-HRTimeline
Newton One Investments LLC1,400$39.1K0.02%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,397$39K<0.01%013F-HRTimeline
PSI Advisors, LLC1,345$37.6K0.01%-61913F-HRTimeline
Main Street Group, LTD1,309$36.5K0.01%-39713F-HRTimeline
Rialto Wealth Management, LLC1,286$35.9K0.01%13F-HRTimeline
Joseph Group Capital Management1,255$35.1K0.01%+49113F-HRTimeline
COMERICA BANK1,200$33.5K<0.01%-3,00913F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$27.9K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.932$26K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.742$20.7K<0.01%+1113F-HRTimeline
MCF Advisors LLC667$18.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC556$15.5K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.555$15.5K<0.01%13F-HRTimeline
Blue Trust, Inc.519$14.5K<0.01%-1413F-HR/ATimeline