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CWI SPDR INDEX SHS FDS

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COM (fund)

Filings received so far for Q3 2026: 16 13F filers report a position in CWI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Friday Financial368,299$14.8M2.92%+102,73913F-HRTimeline
Montecito Bank & Trust130,684$5.28M0.8%+71113F-HRTimeline
EASTERN BANK46,263$1.87M0.03%-5,68913F-HRTimeline
Farther Finance Advisors, LLC33,463$1.35M0.01%+81913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,306$780K0.16%013F-HRTimeline
Iowa State Bank17,126$692K0.12%-22013F-HRTimeline
Kure Advisory, LLC15,762$637K0.29%013F-HRTimeline
Towneley Capital Management, Inc / DE13,107$530K0.1%-1,40713F-HRTimeline
RVW Wealth, LLC6,425$260K0.02%013F-HRTimeline
GoalVest Advisory LLC6,297$254K0.04%-68213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,474$221K0.05%013F-HRTimeline
ROCKLAND TRUST CO5,397$218K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,903$117K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,312$53K0.02%013F-HRTimeline
GAMMA Investing LLC374$15.1K<0.01%013F-HRTimeline
Davis Capital Management238$9.62K0.01%013F-HRTimeline