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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

235 managers (236 13F filers) reported a position in CWI shares at 2025-06-30, 43,431,867 shares in all. 27 filers opened a position and 19 filers sold out during the quarter.

Managers
235
13F filers
236
New
27
Added
74
Reduced
76
Sold out
19
Shares held by filers
43,431,867

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,855,164$257M0.02%+289,31313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,848,129$126M0.08%-10,27813F-HRTimelineGroup
Avantax Planning Partners, Inc.2,394,331$78.2M2.48%+319,96413F-HRTimeline
HighTower Advisors, LLC1,652,547$54M0.07%-203,58313F-HRTimeline
LPL Financial LLC1,465,088$47.8M0.02%+145,21313F-HRTimeline
GLOBALT Investments LLC / GA1,439,421$47M1.8%-30,47813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,148,042$37.5M0.63%-40,17913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,140,791$37.3M3.4%-95413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC785,162$25.6M2.95%+37,96113F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…781,424$25.5M0.25%013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO742,155$24.2M1.59%-301,22213F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC706,444$23.1M0.5%-5,16413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP686,603$22.4M0.03%-2,51713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC617,595$20.2M0.01%+3,63713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY612,186$20M<0.01%-175,76313F-HRTimelineGroup
Jacobi Capital Management LLC584,073$19.1M1.27%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding575,578$18.8M+15,765Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…569,855$18.7M0.03%-29,09913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…568,497$18.6M0.43%-52413F-HRTimelineGroup
Atlas Private Wealth Advisors552,137$18M2.32%+7,73613F-HRTimeline
Private Advisor Group, LLC485,594$15.9M0.09%+20,74013F-HRTimeline
Wealth Alliance Advisory Group, LLC475,441$15.5M2.96%+12,27713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/464,287$15.2M0.78%-37,21113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…458,520$15M0.05%+35,00013F-HRTimelineGroup
3EDGE Asset Management, LP456,426$14.9M0.92%+311,73613F-HRTimeline
Wilmington Savings Fund Society, FSB430,680$14.1M0.25%+20,91013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.421,489$13.8M0.02%-1,53813F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…386,673$12.6M0.49%+113,28913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC378,915$12.4M6.41%-6,81513F-HRTimeline
Sequoia Financial Advisors, LLC376,350$12.3M0.08%-150,51813F-HRTimeline
NewEdge Advisors, LLC343,391$11.2M0.06%+6,79713F-HRTimeline
Mill Creek Capital Advisors, LLC340,260$11.1M0.25%+127,68413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.307,993$10.1M0.16%-6,30413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IAG Wealth Partners, LLC302,274$9.87M1.31%-13,32013F-HRTimeline
Merit Financial Group, LLC276,442$9.03M0.1%+32113F-HRTimeline
Waverly Advisors, LLC275,064$8.98M0.1%+15,25413F-HRTimeline
WHITTIER TRUST CO265,091$8.66M0.1%-37413F-HRTimeline
UBS Group AGin group UBS Group AG252,480$8.25M<0.01%+5,82213F-HRTimelineGroup
Mach-1 Financial Group, LLC246,902$8.06M2.35%+18,07313F-HRTimeline
Friday Financial237,758$7.77M3.95%+14,70413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/226,395$7.39M<0.01%-15,86013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC224,478$7.33M<0.01%-6,13813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC205,393$6.71M0.01%-47,58813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,910$6.66M<0.01%-108,08613F-HRTimelineGroup
Courage Miller Partners, LLC200,366$6.54M2.07%+3,17813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC199,000$6.5M0.03%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.191,704$6.26M1.07%-3,91413F-HRTimeline
Brady Martz Wealth Solutions, LLC186,640$6.1M1.18%+48413F-HRTimeline
VestGen Advisors, LLC185,891$6.05M0.24%-85613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN174,426$5.7M<0.01%-78,08113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC172,759$5.64M<0.01%-27,64913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS165,778$5.41M0.01%-96,42513F-HRTimeline
CVFG LLC162,797$5.32M4.22%+8,36613F-HRTimeline
Clearstead Advisors, LLC157,293$5.14M0.07%+5313F-HRTimeline
Mariner, LLCin group Mariner, LLC155,453$5.08M0.01%-2,50313F-HRTimelineGroup
Sterling Group Wealth Management, LLC154,854$5.06M2.8%-5,90913F-HRTimeline
Valmark Advisers, Inc.143,239$4.68M0.07%-1,08113F-HRTimeline
Opal Wealth Advisors, LLC137,921$4.5M1.25%+4,56613F-HRTimeline
Walkner Condon Financial Advisors LLC136,585$4.46M0.82%+1,88913F-HRTimeline
CWC Advisors, LLC.132,748$4.34M2.24%+7,25413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC125,951$4.11M0.03%-43513F-HR/ATimelineGroup
Midwest Trust Co125,117$4.09M0.06%13F-HRTimeline
Capital Investment Advisors, LLC113,560$3.71M0.07%-2,29813F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC110,878$3.62M1.48%-2,34013F-HRTimeline
NOVEM GROUP106,320$3.47M0.44%+4,11313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,983$3.33M0.01%-29,72913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…96,785$3.16M0.01%+30,82713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…96,076$3.14M0.01%new13F-HR/ATimelineGroup
EASTERN BANK95,803$3.13M0.06%-9,51813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC92,719$3.03M0.07%-7,26313F-HRTimeline
Focus Financial Network, Inc.91,672$2.99M0.12%+20513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.89,586$2.93M0.24%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC85,915$2.81M0.01%-53313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP85,635$2.8M0.03%-48213F-HRTimeline
Mutual Advisors, LLC83,649$2.78M0.07%+8,21613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…79,711$2.6M0.09%+17,18613F-HRTimelineGroup
Steward Partners Investment Advisory, L…78,523$2.56M0.02%-75713F-HRTimeline
Priebe Wealth Holdings LLC76,863$2.51M2.17%-18,66813F-HRTimeline
HHM Wealth Advisors, LLC72,779$2.38M0.28%-6,38013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.72,039$2.35M0.64%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…69,006$2.25M0.02%-10,39713F-HRTimelineGroup
Financial Engines Advisors L.L.C.60,594$1.98M<0.01%+5613F-HRTimeline
FIRST AMERICAN TRUST, FSB54,854$1.79M0.14%+2,44513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,281$1.71M0.01%+18,49013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,780$1.69M<0.01%+4,72013F-HR/ATimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC49,665$1.62M0.2%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP47,397$1.55M<0.01%+1,61713F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,985$1.5M<0.01%-2,94413F-HRTimelineGroup
Cetera Investment Advisers45,765$1.49M<0.01%+2,87613F-HRTimeline
BAILARD, INC.44,256$1.45M0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,035$1.24M0.02%-3,39913F-HRTimelineGroup
Laraway Financial Advisors Inc37,991$1.24M0.94%+713F-HRTimeline
Creative Planningin group Creative Planning37,875$1.24M<0.01%-84613F-HRTimelineGroup
Tradition Wealth Management, LLC37,781$1.23M0.1%+96713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC36,400$1.19M0.01%+213F-HRTimelineGroup
HBK Sorce Advisory LLC35,362$1.15M0.03%-3,00713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,268$1.12M<0.01%-1,45513F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.33,705$1.1M0.25%-2,87913F-HRTimeline
Bragg Financial Advisors, Inc33,078$1.08M0.04%-2,48013F-HRTimeline
Lokken Investment Group LLC31,040$1.01M0.39%+19,18313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.30,716$1M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,207$987K<0.01%-34,22313F-HR/ATimelineGroup
FINANCIAL CONSULATE, INC30,171$985K0.19%new13F-HRTimeline
Masso Torrence Wealth Management Inc.29,571$966K0.45%+1,96513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC29,457$962K0.18%new13F-HRTimeline
MML INVESTORS SERVICES, LLC28,516$931K<0.01%+79213F-HRTimeline
SAGE FINANCIAL GROUP INC25,771$842K0.06%013F-HRTimeline
Simplicity Wealth,LLC25,412$830K0.03%+13,44013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,382$829K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,981$816K0.01%+74113F-HRTimelineGroup
Kagan Cocozza Asset Management24,410$797K0.61%-89213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,109$787K<0.01%-53,46713F-HRTimelineGroup
Wela Strategies, Inc.23,980$783K0.31%+14013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$777K0.02%013F-HRTimelineGroup
Global Retirement Partners, LLC23,718$775K0.02%13F-HRTimeline
BBR PARTNERS, LLC23,341$762K0.05%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$631K0.23%013F-HRTimeline
Chesley Taft & Associates LLC19,132$625K0.03%+1,75213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA18,879$617K<0.01%+1,33213F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,846$616K0.01%new13F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,091$591K0.13%+3,98013F-HRTimelineGroup
SpringVest Wealth Management LLC18,052$590K0.48%-16,11213F-HRTimeline
Iowa State Bank18,005$588K0.12%-2,31813F-HRTimeline
WFA of San Diego, LLC17,680$577K0.43%13F-HRTimeline
BOKF, NAin group BOKF, NA17,553$573K0.01%013F-HRTimelineGroup
Fulton Bank, N.A.17,000$555K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC16,725$546K0.29%+31313F-HRTimeline
SMI Advisory Services, LLC16,628$541K0.1%-78213F-HRTimeline
Western Wealth Management, LLC16,043$524K0.03%+3,00013F-HRTimeline
Kure Advisory, LLC15,762$515K0.34%013F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,559$508K<0.01%-13,49813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,676$479K<0.01%+6,94313F-HRTimelineGroup
Towneley Capital Management, Inc / DE14,526$474K0.11%-8,59613F-HRTimeline
Betterment LLC14,303$467K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC13,832$452K<0.01%+6,41513F-HRTimelineGroup
MONECO ADVISORS, LLC13,567$443K0.04%-26713F-HRTimeline
Cornerstone Wealth Management, LLC13,410$438K0.03%+813F-HRTimeline
Grey Ledge Advisors, LLC13,301$434K0.11%-4,78513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,977$424K0.23%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP12,496$408K0.02%013F-HRTimeline
Stegner Investment Associates Inc.12,365$404K0.25%-65213F-HRTimeline
Goelzer Investment Management, Inc.12,113$396K0.02%+1,32813F-HRTimeline
Radnor Capital Management, LLC12,000$392K0.06%013F-HRTimeline
Lantern Wealth Advisors, LLC11,775$385K0.23%13F-HRTimeline
Strategic Financial Concepts, LLC11,677$381K0.05%+3,36013F-HRTimeline
Wambolt & Associates, LLC11,516$375K0.13%-24313F-HRTimeline
Curi Capital, LLC11,321$370K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC10,582$346K0.01%+59913F-HRTimeline
Highview Capital Management LLC/DE/10,541$344K0.13%013F-HRTimeline
PRIVATE TRUST CO NA10,397$340K0.03%+9,80213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO10,157$331K0.06%+54213F-HRTimeline
Sharkey, Howes & Javer10,026$327K0.04%-6,78013F-HRTimeline
FSM Wealth Advisors, LLC9,865$320K0.05%+12513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,402$307K0.01%-1,59113F-HRTimeline
Avestar Capital, LLC9,363$306K0.02%new13F-HRTimeline
CHOREO, LLC9,195$300K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,816$288K<0.01%+4,75813F-HRTimeline
ARS Investment Partners, LLC8,579$280K0.02%013F-HRTimeline
MAI Capital Management8,562$280K<0.01%-43313F-HRTimeline
Brooklyn Investment Group8,368$273K0.04%new13F-HR/ATimeline
Sentry LLC8,250$269K0.05%013F-HRTimeline
Investors Research Corp8,148$266K0.05%-25,37913F-HRTimeline
Laird Norton Wetherby Wealth Management…7,979$261K0.01%13F-HRTimeline
Glassman Wealth Services7,978$261K0.04%013F-HRTimeline
Janney Montgomery Scott LLC7,919$259K<0.01%013F-HRTimeline
Key Financial Inc7,705$252K0.05%+7,27513F-HRTimeline
First National Trust Co7,668$250K0.01%013F-HRTimeline
BIP Wealth, LLC7,479$244K0.02%-35713F-HRTimeline
WEDBUSH SECURITIES INC7,135$233K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC7,067$231K0.02%+6,86713F-HRTimeline
Pinion Investment Advisors, LLC6,979$228K0.08%013F-HRTimeline
GoalVest Advisory LLC6,979$228K0.06%013F-HRTimeline
WEALTHGARDEN F.S. LLC6,914$223K0.19%-11413F-HRTimeline
EP Wealth Advisors, LLC6,818$223K<0.01%+8813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$222K0.13%013F-HRTimeline
Koshinski Asset Management, Inc.6,788$222K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,729$220K0.01%013F-HRTimeline
Penney Financial, LLC6,540$214K0.11%new13F-HRTimeline
Integrated Wealth Concepts LLC6,490$212K<0.01%new13F-HRTimeline
RVW Wealth, LLC6,425$210K0.02%new13F-HRTimeline
Smith & Howard Wealth Management, LLC6,411$209K0.05%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$201K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,127$200K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,889$192K<0.01%013F-HRTimeline
10Elms LLP5,528$181K0.17%-97513F-HRTimeline
First Pacific Financial4,270$139K0.02%-12113F-HRTimeline
Geneos Wealth Management Inc.3,948$129K<0.01%-1,45313F-HRTimeline
Private Wealth Management Group, LLC3,200$105K0.03%013F-HRTimeline
Glenmede Investment Management, LP3,075$100K<0.01%13F-HRTimeline
AE Wealth Management LLC2,901$94.7K<0.01%-1,45213F-HRTimeline
Lowe Wealth Advisors, LLC2,864$93.5K0.04%013F-HRTimeline
Farther Finance Advisors, LLC2,234$73K<0.01%-53913F-HRTimeline
Qube Research & Technologies Ltd2,196$71.7K<0.01%-2,47313F-HRTimeline
TSFG, LLC1,969$64K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,900$62.1K<0.01%-6,79513F-HRTimeline
CWM, LLCin group CWM, LLC1,908$62K<0.01%+1,83313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,776$58K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners1,717$56K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,693$55.3K<0.01%+7313F-HRTimeline
YANKCOM Partnership1,538$50.2K0.02%013F-HRTimeline