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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 2025-03-31, 43,487,760 shares in all. 22 filers opened a position and 21 filers sold out during the quarter.

Managers
223
13F filers
224
New
22
Added
62
Reduced
78
Sold out
21
Shares held by filers
43,487,760

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/7,565,851$224M0.02%-1,731,42513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,858,407$114M0.06%+115,21113F-HRTimelineGroup
Avantax Planning Partners, Inc.2,074,367$61.4M2.17%+152,13413F-HRTimeline
HighTower Advisors, LLC1,856,130$54.9M0.07%+50,16613F-HRTimeline
GLOBALT Investments LLC / GA1,469,899$43.5M1.78%-27,44813F-HRTimeline
LPL Financial LLC1,319,875$39M0.02%-62,54113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,188,221$35.1M0.66%-25,91513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,141,745$33.8M3.21%-6,96213F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,043,377$30.9M1.86%-68,52213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC835,611$24.7M0.04%+702,30613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY787,949$23.3M<0.01%+125,73013F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…781,424$23.1M0.24%+10,80013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC747,201$22.1M2.78%+6,57313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC711,608$21M0.5%-62,35513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP689,120$20.4M0.03%-6,32513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC613,958$18.2M0.01%+23,67313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…598,954$17.7M0.03%-74,36113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…569,021$16.8M0.44%+72,85513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding559,813$16.6M-22,805Timeline
Atlas Private Wealth Advisors544,401$16.1M2.24%+374,36413F-HRTimeline
Sequoia Financial Advisors, LLC526,868$15.6M0.12%-16,32913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/501,498$14.8M0.81%-10,15113F-HRTimeline
Private Advisor Group, LLC464,854$13.8M0.08%+72,57513F-HRTimeline
Wealth Alliance Advisory Group, LLC463,164$13.7M2.84%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…423,520$12.6M0.05%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.423,027$12.5M0.02%+19,32213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB409,770$12.1M0.23%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC385,730$11.4M6.38%+3,85613F-HRTimeline
NewEdge Advisors, LLC336,594$9.96M0.06%-12,16813F-HRTimeline
IAG Wealth Partners, LLC315,594$9.34M1.45%-17,47413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.314,297$9.3M0.16%-33,20513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO311,996$9.23M<0.01%+116,23513F-HRTimelineGroup
Merit Financial Group, LLC276,121$8.17M0.12%+3,96313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…273,384$8.09M0.36%-10,71813F-HRTimeline
WHITTIER TRUST CO265,465$7.85M0.11%-5,86213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS262,203$7.76M0.02%-6,19913F-HRTimeline
Waverly Advisors, LLC259,810$7.69M0.09%+27,03813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC252,981$7.48M0.01%+42,21513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN252,507$7.47M<0.01%-23,50813F-HRTimelineGroup
UBS Group AGin group UBS Group AG246,658$7.3M<0.01%-2,64113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/242,255$7.17M<0.01%-2,91113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC230,616$6.83M<0.01%+4,82413F-HRTimelineGroup
Mach-1 Financial Group, LLC228,829$6.77M2.03%+211,14013F-HRTimeline
Friday Financial223,054$6.63M3.97%013F-HRTimeline
Mill Creek Capital Advisors, LLC212,576$6.29M0.15%+45,30013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,408$5.93M<0.01%+3,34613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC199,000$5.89M0.03%013F-HRTimeline
Courage Miller Partners, LLC197,188$5.83M1.98%+4,13313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.195,618$5.79M1.12%013F-HRTimeline
VestGen Advisors, LLC186,747$5.52M0.25%13F-HRTimeline
Brady Martz Wealth Solutions, LLC186,156$5.51M1.25%+1,50613F-HRTimeline
Sterling Group Wealth Management, LLC160,763$4.76M2.55%+6,50513F-HRTimeline
Mariner, LLCin group Mariner, LLC157,956$4.67M0.01%-6,24813F-HRTimelineGroup
Clearstead Advisors, LLC157,240$4.65M0.07%-18213F-HRTimeline
CVFG LLC154,431$4.57M4.15%+10,64913F-HRTimeline
3EDGE Asset Management, LP144,690$4.31M0.29%+43,56313F-HRTimeline
Valmark Advisers, Inc.144,320$4.27M0.06%+1,24013F-HRTimeline
Walkner Condon Financial Advisors LLC134,696$3.98M0.81%013F-HRTimeline
Opal Wealth Advisors, LLC133,355$3.94M1.22%+14,25913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,712$3.9M0.01%-13,68713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC126,386$3.74M0.03%-2,10613F-HR/ATimelineGroup
CWC Advisors, LLC.125,494$3.71M2.11%new13F-HRTimeline
Montecito Bank & Trust124,481$3.68M0.65%-3,02013F-HRTimeline
FINANCIAL COUNSELORS INC122,393$3.62M0.05%+7,29613F-HRTimeline
Capital Investment Advisors, LLC115,858$3.43M0.07%-4,17413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC113,218$3.35M1.52%-1,07213F-HRTimeline
EASTERN BANK105,321$3.12M0.06%-458,48113F-HRTimeline
NOVEM GROUP102,207$3.02M0.43%+2,85413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC99,982$2.96M0.08%+24,03013F-HRTimeline
Priebe Wealth Holdings LLC95,531$2.83M1.76%+3,06713F-HRTimeline
Focus Financial Network, Inc.91,467$2.71M0.11%-6,20713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.89,586$2.65M0.24%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC86,448$2.56M0.01%-89313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP86,117$2.55M0.03%+8,33113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…79,403$2.35M0.02%-3013F-HRTimelineGroup
Steward Partners Investment Advisory, L…79,280$2.35M0.02%-3,05413F-HRTimeline
HHM Wealth Advisors, LLC79,159$2.34M0.32%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC77,576$2.29M<0.01%+49,86613F-HR/ATimelineGroup
Mutual Advisors, LLC75,433$2.27M0.07%+10,65113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.72,039$2.13M0.63%+1,10013F-HRTimeline
Cambridge Investment Research Advisors,…65,958$1.95M0.01%-3,37013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,430$1.91M<0.01%+35,47313F-HR/ATimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…62,525$1.85M0.07%+2,82313F-HRTimelineGroup
Financial Engines Advisors L.L.C.60,538$1.79M<0.01%-1,71013F-HRTimeline
FIRST AMERICAN TRUST, FSB52,409$1.55M0.14%+5,44113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC49,665$1.47M0.2%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,929$1.45M<0.01%-5,98913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,060$1.39M<0.01%-2,43313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP45,780$1.35M<0.01%-15,82713F-HRTimelineGroup
BAILARD, INC.44,256$1.31M0.03%013F-HRTimeline
Cetera Investment Advisers42,889$1.27M<0.01%-19113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC41,434$1.23M0.03%-4,17713F-HRTimelineGroup
Creative Planningin group Creative Planning38,721$1.15M<0.01%+1,98813F-HRTimelineGroup
HBK Sorce Advisory LLC38,369$1.13M0.03%-3913F-HRTimeline
Laraway Financial Advisors Inc37,984$1.12M0.89%-1,04713F-HRTimeline
Tradition Wealth Management, LLC36,814$1.09M0.1%+1,50013F-HRTimeline
Newman Dignan & Sheerar, Inc.36,584$1.08M0.3%+69413F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC36,398$1.08M0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,723$1.06M<0.01%+5,45113F-HRTimelineGroup
Bragg Financial Advisors, Inc35,558$1.05M0.04%-3,64813F-HRTimeline
SpringVest Wealth Management LLC34,164$1.01M0.84%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,791$1000K<0.01%-5,91613F-HRTimelineGroup
Investors Research Corp33,527$992K0.21%-1,11813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,057$859K<0.01%-26,35113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC27,724$820K<0.01%-57113F-HRTimeline
Masso Torrence Wealth Management Inc.27,606$817K0.44%-5,16813F-HRTimeline
SAGE FINANCIAL GROUP INC25,771$762K0.06%013F-HRTimeline
Kagan Cocozza Asset Management25,302$748K0.61%-7213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,240$717K0.01%-8,04313F-HRTimelineGroup
Wela Strategies, Inc.23,840$705K0.3%-43,48013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$704K0.02%013F-HRTimelineGroup
Towneley Capital Management, Inc / DE23,122$684K0.16%013F-HRTimeline
3Chopt Investment Partners, LLC22,696$671K0.18%new13F-HRTimeline
Bristlecone Advisors, LLC21,298$630K0.05%013F-HRTimeline
Iowa State Bank20,323$601K0.13%-8,60113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$571K0.22%-6,23513F-HRTimeline
Grey Ledge Advisors, LLC18,086$535K0.14%+52313F-HRTimeline
BOKF, NAin group BOKF, NA17,553$519K0.01%+15,66313F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,547$519K<0.01%013F-HRTimelineGroup
Chesley Taft & Associates LLC17,380$514K0.02%+3,16613F-HRTimeline
Fulton Bank, N.A.17,000$503K0.02%-42113F-HRTimeline
Sharkey, Howes & Javer16,806$497K0.07%-5,24113F-HRTimeline
Midwest Capital Advisors, LLC16,412$485K0.3%+2,47413F-HRTimeline
Kure Advisory, LLC15,762$466K0.35%13F-HRTimeline
SMI Advisory Services, LLC17,410$463K0.1%-39113F-HRTimeline
RKL Wealth Management LLC15,544$460K0.04%-2,55713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,111$417K0.1%013F-HRTimelineGroup
MONECO ADVISORS, LLC13,834$409K0.04%-2813F-HR/ATimeline
Cornerstone Wealth Management, LLC13,402$396K0.03%-34313F-HRTimeline
Western Wealth Management, LLC13,043$386K0.03%013F-HRTimeline
Stegner Investment Associates Inc.13,017$385K0.27%-1,58213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SECURITY NATIONAL BANK OF SO DAK12,977$384K0.22%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP12,496$370K0.02%013F-HRTimeline
Radnor Capital Management, LLC12,000$355K0.06%013F-HRTimeline
Simplicity Wealth,LLC11,972$354K0.03%new13F-HRTimeline
Lokken Investment Group LLC11,857$351K0.15%new13F-HRTimeline
Wambolt & Associates, LLC11,759$349K0.12%-41713F-HRTimeline
Blue Oak Capital, LLC11,509$340K0.19%new13F-HRTimeline
Curi Capital, LLC11,321$335K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,993$325K0.02%+26113F-HRTimeline
Goelzer Investment Management, Inc.10,785$319K0.02%new13F-HR/ATimeline
Highview Capital Management LLC/DE/10,541$312K0.13%-1,63013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,391$307K0.02%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,983$295K0.01%013F-HRTimeline
FSM Wealth Advisors, LLC9,740$288K0.06%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO9,615$284K0.05%-18113F-HRTimeline
Dakota Wealth Management9,124$270K0.01%-4,35313F-HRTimeline
MAI Capital Management8,995$266K<0.01%013F-HRTimeline
NWAM LLC8,945$265K0.02%new13F-HRTimeline
SIGNATUREFD, LLC8,695$257K<0.01%+6,79513F-HRTimeline
Strategic Financial Concepts, LLC8,317$246K0.05%-92813F-HRTimeline
Sentry LLC8,250$244K0.05%013F-HRTimeline
ARS Investment Partners, LLC8,579$240K0.02%013F-HRTimeline
Glassman Wealth Services7,978$236K0.04%+6713F-HRTimeline
Janney Montgomery Scott LLC7,919$234K<0.01%-2,16513F-HRTimeline
BIP Wealth, LLC7,836$232K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,733$229K<0.01%+62413F-HRTimelineGroup
First National Trust Co7,668$227K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC7,417$219K<0.01%+36413F-HRTimelineGroup
Center For Asset Management LLC7,096$210K0.13%new13F-HRTimeline
WEALTHGARDEN F.S. LLC7,028$208K0.2%new13F-HRTimeline
Pinion Investment Advisors, LLC6,979$206K0.05%new13F-HRTimeline
GoalVest Advisory LLC6,979$206K0.06%-7013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$201K0.12%013F-HRTimeline
Koshinski Asset Management, Inc.6,788$201K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC6,730$199K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC6,729$199K0.01%+8513F-HRTimeline
10Elms LLP6,503$192K0.19%-57213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$182K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,889$174K<0.01%013F-HRTimeline
WASHINGTON TRUST Co5,700$169K0.01%013F-HRTimeline
Geneos Wealth Management Inc.5,401$160K<0.01%+3,31513F-HRTimeline
Qube Research & Technologies Ltd4,669$138K<0.01%new13F-HRTimeline
First Pacific Financial4,391$130K0.03%013F-HRTimeline
AE Wealth Management LLC4,353$129K<0.01%+4,28613F-HRTimeline
BLAIR WILLIAM & CO/IL4,058$120K<0.01%-64413F-HRTimeline
Private Wealth Management Group, LLC3,200$94.7K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,075$91K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC2,864$84.7K0.04%013F-HRTimeline
Farther Finance Advisors, LLC2,773$82.2K<0.01%+2,75313F-HRTimeline
TSFG, LLC1,969$58K0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,751$51.8K0.02%+6113F-HRTimeline
Coston, McIsaac & Partners1,717$50K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,620$47.9K<0.01%+4513F-HRTimeline
Stonebridge Financial Group, LLC1,591$47.1K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,776$46.9K<0.01%-59913F-HRTimelineGroup
YANKCOM Partnership1,538$45.5K0.03%013F-HRTimeline
Rialto Wealth Management, LLC1,483$43.9K0.01%+19713F-HRTimeline
Newton One Investments LLC1,400$41.4K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,397$41.3K<0.01%013F-HRTimeline
Joseph Group Capital Management1,368$40.5K0.02%+11313F-HRTimeline
PSI Advisors, LLC1,345$39.8K0.01%013F-HRTimeline
Main Street Group, LTD1,302$38.5K0.01%-713F-HRTimeline
COMERICA BANK1,150$34K<0.01%-5013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$27.9K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.932$27.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.742$21.9K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.734$21.7K<0.01%+17913F-HRTimeline
MCF Advisors LLC667$19.7K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…630$18.6K0.01%new13F-HRTimeline