# SPDR INDEX SHS FDS (CWI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CWI/

- Reporting holders: 16
- Reported value: $27.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $14.8M | 368,299 | 2.9% | 8 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $5.3M | 130,684 | 0.8% | 31 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.9M | 46,263 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 33,463 | 0.0% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $780.2K | 19,306 | 0.2% | 8 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $692.1K | 17,126 | 0.1% | 30 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $636.9K | 15,762 | 0.3% | 12 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $529.7K | 13,107 | 0.1% | 12 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $259.6K | 6,425 | 0.0% | 6 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $254.5K | 6,297 | 0.0% | 11 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $221.2K | 5,474 | 0.1% | 2 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $218.1K | 5,397 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $117.3K | 2,903 | 0.0% | 11 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $53.0K | 1,312 | 0.0% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $15.1K | 374 | 0.0% | 10 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $9.6K | 238 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $27.1M |
| Q2 2026 | 277 | $2.4B |
| Q1 2026 | 266 | $2.1B |
| Q4 2025 | 261 | $1.9B |
| Q3 2025 | 247 | $1.7B |
| Q2 2025 | 236 | $1.4B |
| Q1 2025 | 224 | $1.3B |
| Q4 2024 | 224 | $1.2B |
| Q3 2024 | 209 | $1.2B |
| Q2 2024 | 209 | $1.2B |
| Q1 2024 | 206 | $1.2B |
| Q4 2023 | 205 | $1.2B |