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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

244 managers (245 13F filers) reported a position in CWI shares at 2025-09-30, 46,812,323 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
244
13F filers
245
New
19
Added
62
Reduced
74
Sold out
7
Shares held by filers
46,812,323

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/8,197,847$286M0.02%+342,68313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,039,124$141M0.09%+190,99513F-HRTimelineGroup
Merit Financial Group, LLC2,795,582$97.6M0.9%+2,519,14013F-HR/ATimeline
Avantax Planning Partners, Inc.2,366,018$82.6M2.37%-28,31313F-HRTimeline
HighTower Advisors, LLC1,721,031$60.1M0.07%+68,48413F-HRTimeline
LPL Financial LLC1,537,070$53.7M0.02%+71,98213F-HRTimeline
GLOBALT Investments LLC / GA1,416,356$49.5M1.81%-23,06513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,156,950$40.4M3.45%+16,15913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,129,698$39.4M0.62%-18,34413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC798,909$27.9M2.91%+13,74713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP760,907$26.6M0.04%+74,30413F-HRTimelineGroup
3EDGE Asset Management, LP751,606$26.1M1.47%+295,18013F-HRTimeline
PITCAIRN COin group PITCAIRN CO692,048$24.2M1.91%-50,10713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC684,546$23.9M0.47%-21,89813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC642,542$22.4M0.01%+24,94713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY624,222$21.8M<0.01%+12,03613F-HR/ATimelineGroup
Jacobi Capital Management LLC581,767$20.3M1.24%-2,30613F-HRTimeline
Private Advisor Group, LLC560,445$19.6M0.1%+74,85113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…558,116$19.5M0.42%-10,38113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding554,257$19.4M-21,321Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…516,099$18M0.14%-265,32513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…507,424$17.9M0.03%-62,43113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…491,320$17.2M0.05%+32,80013F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC479,576$16.7M3.02%+4,13513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/456,230$15.9M0.77%-8,05713F-HRTimeline
Wilmington Savings Fund Society, FSB430,680$15M0.36%013F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…412,244$14.4M0.49%+25,57113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.405,839$14.2M0.02%-15,65013F-HRTimelineGroup
Sequoia Financial Advisors, LLC373,502$13M0.08%-2,84813F-HRTimeline
NewEdge Advisors, LLC349,340$12.2M0.06%+5,94913F-HRTimeline
Mill Creek Capital Advisors, LLC340,260$11.9M0.24%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC328,838$11.5M5.58%-50,07713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.311,379$10.9M0.16%+3,38613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC301,912$10.5M0.11%+26,84813F-HRTimeline
IAG Wealth Partners, LLC287,338$10M1.21%-14,93613F-HRTimeline
Atlas Private Wealth Advisors280,271$9.79M2.4%-271,86613F-HRTimeline
WHITTIER TRUST CO263,653$9.36M0.11%-1,43813F-HRTimeline
UBS Group AGin group UBS Group AG252,876$8.83M<0.01%+39613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/251,263$8.77M<0.01%+24,86813F-HRTimelineGroup
Friday Financial237,758$8.3M3.48%013F-HRTimeline
Portus Wealth Advisors, LLC232,762$8.13M8.11%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC224,202$7.83M<0.01%-27613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO201,028$7.02M<0.01%-2,88213F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC199,000$6.95M0.03%013F-HRTimeline
Courage Miller Partners, LLC195,074$6.81M2.04%-5,29213F-HRTimeline
Cambridge Investment Research Advisors,…194,343$6.79M0.02%+97,55813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.190,908$6.67M1.01%-79613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC189,484$6.62M0.01%-15,90913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184,395$6.44M<0.01%+9,96913F-HRTimelineGroup
VestGen Advisors, LLC183,867$6.42M0.21%-2,02413F-HRTimeline
Brady Martz Wealth Solutions, LLC178,844$6.25M1.13%-7,79613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,171$5.91M<0.01%-3,58813F-HRTimelineGroup
CVFG LLC168,801$5.89M4.26%+6,00413F-HRTimeline
Sterling Group Wealth Management, LLC160,981$5.62M2.78%+6,12713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS159,354$5.56M0.01%-6,42413F-HRTimeline
Clearstead Advisors, LLC157,293$5.49M0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC156,972$5.48M0.01%+1,51913F-HRTimelineGroup
Valmark Advisers, Inc.146,411$5.11M0.07%+3,17213F-HRTimeline
Opal Wealth Advisors, LLC145,131$5.07M1.41%+7,21013F-HRTimeline
Walkner Condon Financial Advisors LLC136,585$4.77M0.76%013F-HRTimeline
CWC Advisors, LLC.135,415$4.73M2.32%+2,66713F-HRTimeline
Montecito Bank & Trust128,282$4.48M0.7%13F-HRTimeline
Midwest Trust Co124,186$4.34M0.06%-93113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC123,298$4.31M0.03%-2,65313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,196$3.98M0.01%+16,21313F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC110,242$3.85M1.47%-63613F-HRTimeline
Capital Investment Advisors, LLC109,220$3.81M0.06%-4,34013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC105,576$3.69M<0.01%new13F-HRTimelineGroup
NOVEM GROUP104,126$3.64M0.43%-2,19413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC100,030$3.49M0.08%+7,31113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,745$3.24M<0.01%+78,06913F-HRTimelineGroup
Focus Financial Network, Inc.91,315$3.19M0.11%-35713F-HRTimeline
EASTERN BANK90,567$3.16M0.06%-5,23613F-HRTimeline
Mutual Advisors, LLC89,036$3.16M0.07%+5,38713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.89,586$3.13M0.22%013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP84,880$2.96M0.03%-75513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…81,041$2.83M0.09%+1,33013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC79,481$2.78M<0.01%-6,43413F-HRTimelineGroup
Cetera Investment Advisers79,467$2.77M<0.01%+33,70213F-HRTimeline
Steward Partners Investment Advisory, L…76,797$2.68M0.02%-1,72613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.72,039$2.52M0.62%013F-HRTimeline
HHM Wealth Advisors, LLC69,699$2.43M0.28%-3,08013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…67,287$2.35M0.02%-1,71913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,920$2.16M0.01%+9,63913F-HRTimelineGroup
Financial Engines Advisors L.L.C.60,551$2.11M<0.01%-4313F-HRTimeline
FIRST AMERICAN TRUST, FSB55,258$1.93M0.14%+40413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,607$1.8M<0.01%-17313F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA50,000$1.75M<0.01%new13F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC49,665$1.73M0.18%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC47,928$1.67M0.27%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP47,127$1.65M<0.01%-27013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,925$1.6M<0.01%-6013F-HRTimelineGroup
BAILARD, INC.44,256$1.55M0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,772$1.53M0.01%+18,79113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,125$1.37M<0.01%+4,85713F-HRTimelineGroup
Creative Planningin group Creative Planning38,689$1.35M<0.01%+81413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC37,961$1.33M0.02%-7413F-HRTimelineGroup
Laraway Financial Advisors Inc37,916$1.32M0.9%-7513F-HRTimeline
Tradition Wealth Management, LLC37,565$1.31M0.1%-21613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC36,437$1.27M0.01%+3713F-HRTimelineGroup
Chesley Taft & Associates LLC34,694$1.21M0.05%+15,56213F-HRTimeline
Bragg Financial Advisors, Inc33,078$1.16M0.04%013F-HRTimeline
Newman Dignan & Sheerar, Inc.32,095$1.12M0.24%-1,61013F-HRTimeline
Masso Torrence Wealth Management Inc.30,786$1.08M0.45%+1,21513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,789$1.07M<0.01%+58213F-HRTimelineGroup
FINANCIAL CONSULATE, INC30,171$1.05M0.15%013F-HRTimeline
Lokken Investment Group LLC30,131$1.05M0.36%-90913F-HRTimeline
HBK Sorce Advisory LLC29,838$1.05M0.03%-5,52413F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC28,829$1.01M0.17%-62813F-HRTimeline
MML INVESTORS SERVICES, LLC28,300$988K<0.01%-21613F-HRTimeline
SAGE FINANCIAL GROUP INC25,771$900K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,496$855K<0.01%-88613F-HRTimelineGroup
Global Retirement Partners, LLC24,439$853K0.02%+72113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,109$842K<0.01%013F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…23,790$831K0.02%013F-HRTimelineGroup
BBR PARTNERS, LLC23,341$815K0.05%013F-HRTimeline
Kagan Cocozza Asset Management21,558$753K0.57%-2,85213F-HRTimeline
Wela Strategies, Inc.21,526$752K0.29%-2,45413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,993$698K<0.01%new13F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$674K0.15%013F-HRTimeline
Betterment LLC19,177$670K<0.01%+4,87413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,846$658K0.01%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,091$632K0.11%013F-HRTimelineGroup
WFA of San Diego, LLC17,697$618K0.42%+1713F-HRTimeline
Iowa State Bank17,675$617K0.12%-33013F-HRTimeline
BOKF, NAin group BOKF, NA17,553$613K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC17,043$595K0.03%+1,00013F-HRTimeline
Fulton Bank, N.A.17,000$594K0.02%013F-HRTimeline
SMI Advisory Services, LLC16,428$583K0.11%-20013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA16,397$573K<0.01%-2,48213F-HRTimelineGroup
Midwest Capital Advisors, LLC16,146$564K0.27%-57913F-HRTimeline
Kure Advisory, LLC15,762$550K0.34%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,155$529K<0.01%-40413F-HRTimelineGroup
Cornerstone Wealth Management, LLC14,270$498K0.03%+86013F-HRTimeline
Towneley Capital Management, Inc / DE14,240$497K0.11%-28613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS13,580$474K0.27%new13F-HRTimeline
Simplicity Wealth,LLC13,319$465K0.03%-12,09313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,977$453K0.23%013F-HRTimeline
BLAIR WILLIAM & CO/IL12,800$447K<0.01%+3,98413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP12,496$436K0.02%013F-HRTimeline
FMR LLCin group FMR LLC12,428$434K<0.01%-1,40413F-HRTimelineGroup
Stegner Investment Associates Inc.12,365$432K0.24%013F-HRTimeline
Strategic Financial Concepts, LLC12,331$431K0.06%+65413F-HRTimeline
Radnor Capital Management, LLC12,000$419K0.06%013F-HRTimeline
Lantern Wealth Advisors, LLC11,775$411K0.22%013F-HRTimeline
SpringVest Wealth Management LLC11,703$409K0.3%-6,34913F-HRTimeline
MONECO ADVISORS, LLC11,695$408K0.03%-1,87213F-HRTimeline
CWM, LLCin group CWM, LLC11,416$399K<0.01%+9,50813F-HRTimelineGroup
Curi Capital, LLC11,321$395K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,036$385K0.01%+3,90113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO10,937$382K0.07%+78013F-HRTimeline
Gladstone Institutional Advisory LLC10,582$370K0.01%013F-HRTimeline
Highview Capital Management LLC/DE/10,541$368K0.14%013F-HRTimeline
PRIVATE TRUST CO NA10,397$363K0.03%013F-HRTimeline
Goelzer Investment Management, Inc.10,248$358K0.02%-1,86513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD10,185$355K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,139$354K0.01%new13F-HRTimeline
Key Financial Inc9,815$345K0.06%+2,11013F-HRTimeline
FSM Wealth Advisors, LLC9,865$344K0.05%013F-HRTimeline
Sharkey, Howes & Javer9,463$330K0.04%-56313F-HRTimeline
Avestar Capital, LLC9,363$327K0.02%013F-HRTimeline
Krilogy Financial LLC9,178$325K0.01%new13F-HRTimeline
CHOREO, LLC9,195$321K<0.01%013F-HRTimeline
Ironsides Asset Advisors, LLC8,985$314K0.08%new13F-HRTimeline
ARS Investment Partners, LLC8,579$300K0.02%013F-HRTimeline
MAI Capital Management8,562$299K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,493$297K0.01%-90913F-HRTimeline
Belpointe Asset Management LLC8,294$290K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC8,294$290K0.05%new13F-HRTimeline
Sentry LLC8,250$288K0.07%013F-HRTimeline
Laird Norton Wetherby Wealth Management…7,979$279K0.01%013F-HRTimeline
Glassman Wealth Services7,978$279K0.04%013F-HRTimeline
Janney Montgomery Scott LLC7,919$277K<0.01%013F-HRTimeline
Brooklyn Investment Group8,368$273K0.04%013F-HR/ATimeline
First National Trust Co7,668$268K0.01%013F-HRTimeline
BIP Wealth, LLC7,479$261K0.01%013F-HRTimeline
Pinion Investment Advisors, LLC6,979$249K0.07%013F-HRTimeline
Center For Asset Management LLC7,097$248K0.13%new13F-HRTimeline
Sage Mountain Advisors LLC7,067$247K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC6,914$247K0.18%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,003$245K<0.01%new13F-HRTimeline
GoalVest Advisory LLC6,979$244K0.05%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,800$237K0.13%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,729$235K0.01%013F-HRTimeline
Penney Financial, LLC6,540$228K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC6,490$227K<0.01%013F-HRTimeline
RVW Wealth, LLC6,425$224K0.02%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,411$224K0.05%013F-HRTimeline
DMC Group, LLC6,166$215K0.15%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$215K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC6,067$212K0.15%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,889$209K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,225$182K<0.01%-90213F-HRTimelineGroup
10Elms LLP4,885$171K0.15%-64313F-HRTimeline
First Pacific Financial4,270$149K0.02%013F-HRTimeline
AE Wealth Management LLC3,986$139K<0.01%+1,08513F-HRTimeline
Geneos Wealth Management Inc.3,948$138K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC3,361$117K0.03%+16113F-HRTimeline
Glenmede Investment Management, LP3,075$107K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC2,864$100K0.04%013F-HRTimeline