SPDR INDEX SHS FDS (CWI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
265
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $381.3M | 9,374,374 | 0.02% | 31q | +6.1%+$21.9M |
| Merit Financial Group, LLC | $305.1M | 7,502,620 | 0.93% | 18q | +115.1%+$163.3M |
| PNC Financial Services Group, Inc. | $191.1M | 4,698,754 | 0.09% | 31q | +2.6%+$4.8M |
| Mirae Asset Global Investments Co., Ltd. | $131.3M | 3,228,420 | 0.19% | 6q | -50.5%-$134.0M |
| Avantax Planning Partners, Inc. | $92.4M | 2,270,916 | 2.30% | 31q | -1.3%-$1.2M |
| HighTower Advisors, LLC | $75.4M | 1,853,458 | 0.07% | 31q | +3.2%+$2.3M |
| LPL Financial LLC | $67.9M | 1,669,007 | 0.02% | 31q | HELD |
| GLOBALT Investments LLC / GA | $59.0M | 1,449,863 | 1.99% | 11q | -1.8%-$1.1M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $49.4M | 1,214,749 | 3.83% | 31q | +2.2%+$1.1M |
| TRUIST FINANCIAL CORP | $41.8M | 1,027,849 | 0.05% | 27q | +0.6%+$266.8K |
| Pitcairn Wealth Advisors LLC | $40.2M | 988,601 | 4.40% | 3q | -1.8%-$732.4K |
| MORGAN STANLEY | $38.5M | 945,625 | 0.00% | 35q | +15.7%+$5.2M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $36.4M | 895,548 | 3.15% | 15q | +4.5%+$1.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.0M | 861,432 | 0.46% | 15q | -2.1%-$755.1K |
| ENVESTNET ASSET MANAGEMENT INC | $32.6M | 802,257 | 0.01% | 31q | +8.9%+$2.7M |
| AMERIPRISE FINANCIAL INC | $28.2M | 694,399 | 0.01% | 31q | +56.8%+$10.2M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $26.1M | 642,125 | 0.47% | 10q | HELD |
| Jacobi Capital Management LLC | $25.6M | 628,879 | 1.25% | 5q | +1.9%+$468.2K |
| Forvis Mazars Wealth Advisors, LLC | $25.5M | 627,989 | 0.43% | 31q | -1.4%-$365.1K |
| Private Advisor Group, LLC | $25.1M | 616,487 | 0.11% | 31q | +3.4%+$818.0K |
| CAPTRUST FINANCIAL ADVISORS | $24.5M | 601,607 | 0.04% | 31q | +5.4%+$1.3M |
| Gerber Kawasaki Wealth & Investment Management | $18.1M | 445,173 | 0.48% | 19q | -0.6%-$104.0K |
| Focus Partners Advisor Solutions, LLC | $18.1M | 443,931 | 0.15% | 10q | +0.5%+$97.9K |
| Stonebrook Private Inc. | $17.8M | 438,294 | 3.25% | 2q | +41.9%+$5.3M |
| Wilmington Savings Fund Society, FSB | $17.1M | 421,095 | 0.38% | 8q | -1.2%-$199.7K |
| NewEdge Advisors, LLC | $15.0M | 369,468 | 0.04% | 15q | +2.1%+$312.5K |
| Sequoia Financial Advisors, LLC | $14.5M | 355,329 | 0.07% | 31q | -2.9%-$429.4K |
| HUNTINGTON NATIONAL BANK | $14.1M | 347,210 | 0.07% | 10q | -2.2%-$313.4K |
| Pathstone Holdings, LLC | $14.1M | 346,048 | 0.04% | new | NEW |
| Atlas Private Wealth Advisors | $14.0M | 345,135 | 3.07% | 7q | +7.5%+$980.8K |
| Waverly Advisors, LLC | $12.8M | 314,489 | 0.07% | 10q | +2.1%+$267.1K |
| Baird Financial Group, Inc. | $12.5M | 308,229 | 0.02% | 15q | -2.7%-$354.4K |
| ARCADIA INVESTMENT ADVISORS LLC | $12.5M | 307,362 | 5.27% | 35q | -1.2%-$148.7K |
| WELLS FARGO & COMPANY/MN | $12.1M | 296,901 | 0.00% | 31q | -48.1%-$11.2M |
| IAG Wealth Partners, LLC | $11.5M | 282,870 | 1.14% | 22q | +1.0%+$114.0K |
| BANK OF MONTREAL /CAN/ | $11.4M | 279,603 | 0.00% | 21q | +2.2%+$249.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.3M | 279,708 | 0.02% | 14q | -4.9%-$589.2K |
| UBS Group AG | $11.3M | 277,979 | 0.00% | 31q | -2.2%-$256.8K |
| WHITTIER TRUST CO | $11.0M | 268,290 | 0.11% | 31q | -2.7%-$306.8K |
| Friday Financial | $10.7M | 265,560 | 2.86% | 7q | +1.1%+$118.2K |
| OSAIC HOLDINGS, INC. | $10.4M | 256,192 | 0.01% | 26q | +5.0%+$495.6K |
| Kingsview Wealth Management, LLC | $9.9M | 243,680 | 0.12% | 2q | +17.7%+$1.5M |
| Portus Wealth Advisors, LLC | $9.0M | 220,496 | 7.38% | 4q | -21.2%-$2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 220,363 | 0.01% | 31q | +10.8%+$876.6K |
| Savant Capital, LLC | $8.9M | 229,701 | 0.03% | 13q | +102.2%+$4.5M |
| NICOLET BANKSHARES INC | $8.6M | 211,015 | 0.27% | 4q | +8.8%+$692.2K |
| NISA INVESTMENT ADVISORS, LLC | $8.1M | 199,000 | 0.03% | 31q | HELD |
| JPMORGAN CHASE & CO | $7.7M | 190,834 | 0.00% | 14q | -3.0%-$240.1K |
| RAYMOND JAMES FINANCIAL INC | $7.6M | 186,518 | 0.00% | 7q | -3.6%-$286.5K |
| Courage Miller Partners, LLC | $7.6M | 186,320 | 2.00% | 31q | -1.2%-$94.8K |
| TOBIAS FINANCIAL ADVISORS, INC. | $7.5M | 183,600 | 0.95% | 18q | HELD |
| Brady Martz Wealth Solutions, LLC | $7.2M | 177,774 | 1.09% | 7q | HELD |
| CVFG LLC | $7.0M | 172,132 | 0.74% | 7q | -0.9%-$66.0K |
| Mariner, LLC | $7.0M | 171,959 | 0.01% | 23q | +6.7%+$437.0K |
| Clearstead Advisors, LLC | $6.5M | 160,157 | 0.06% | 16q | HELD |
| Opal Wealth Advisors, LLC | $6.2M | 151,249 | 1.33% | 23q | +2.1%+$126.6K |
| Valmark Advisers, Inc. | $6.0M | 148,606 | 0.06% | 31q | -1.5%-$89.3K |
| Sterling Group Wealth Management, LLC | $5.8M | 141,423 | 2.36% | 9q | -9.3%-$588.0K |
| Walkner Condon Financial Advisors LLC | $5.7M | 140,659 | 0.66% | 18q | +1.2%+$67.3K |
| Equitable Holdings, Inc. | $5.6M | 137,269 | 0.03% | 14q | -48.1%-$5.2M |
| TD PRIVATE CLIENT WEALTH LLC | $5.6M | 136,630 | 0.10% | 9q | +18.7%+$876.1K |
| CWC Advisors, LLC. | $5.5M | 135,144 | 2.44% | 6q | -2.5%-$138.9K |
| Montecito Bank & Trust | $5.3M | 129,973 | 0.79% | 30q | -0.7%-$35.6K |
| Midwest Trust Co | $5.3M | 129,527 | 0.06% | 5q | HELD |
| Mutual Advisors, LLC | $5.2M | 128,892 | 0.10% | 31q | HELD |
| Focus Partners Wealth | $5.1M | 126,394 | 0.01% | 11q | -0.9%-$44.7K |
| Capital Investment Advisors, LLC | $4.5M | 111,244 | 0.06% | 31q | -3.8%-$178.0K |
| NOVEM GROUP | $4.5M | 109,572 | 0.45% | 7q | +2.7%+$118.6K |
| TIEMANN INVESTMENT ADVISORS, LLC | $4.4M | 107,193 | 1.58% | 31q | -1.0%-$45.5K |
| Kestra Advisory Services, LLC | $4.1M | 101,084 | 0.01% | 24q | -18.0%-$900.4K |
| Chesley Taft & Associates LLC | $4.0M | 97,497 | 0.15% | 28q | +12.7%+$446.4K |
| JANE STREET GROUP, LLC | $3.8M | 92,809 | 0.00% | 2q | -94.2%-$61.3M |
| BTC Capital Management, Inc. | $3.7M | 91,457 | 0.23% | 13q | HELD |
| Pinnacle Financial Partners, Inc. | $3.6M | 88,895 | 0.02% | 3q | +6.0%+$203.4K |
| Focus Financial Network, Inc. | $3.5M | 85,375 | 0.11% | 17q | -5.0%-$181.3K |
| AQR CAPITAL MANAGEMENT LLC | $3.4M | 84,047 | 0.00% | 3q | +3.1%+$103.6K |
| Cetera Investment Advisers | $3.4M | 82,795 | 0.00% | 15q | +2.2%+$73.4K |
| Cerity Partners Retirement Plan Advisors LLC | $3.4M | 82,743 | 1.40% | 2q | +17.9%+$507.7K |
| Freestone Capital Holdings, LLC | $3.3M | 81,041 | 0.09% | 27q | HELD |
| Cerity Partners LLC | $3.1M | 77,425 | 0.00% | 11q | -1.3%-$40.0K |
| FIRST AMERICAN TRUST, FSB | $3.1M | 77,123 | 0.19% | 7q | -0.6%-$17.4K |
| Steward Partners Investment Advisory, LLC | $3.1M | 76,028 | 0.02% | 22q | -1.1%-$35.9K |
| Rockefeller Capital Management L.P. | $3.0M | 73,133 | 0.00% | 10q | HELD |
| MERIDIAN INVESTMENT COUNSEL INC. | $2.9M | 70,239 | 0.61% | 22q | -1.4%-$40.7K |
| GOLDMAN SACHS GROUP INC | $2.8M | 69,818 | 0.00% | 14q | +0.7%+$19.1K |
| Ironsides Asset Advisors, LLC | $2.8M | 69,130 | 0.66% | 4q | -2.0%-$58.2K |
| Beacon Pointe Advisors, LLC | $2.8M | 68,146 | 0.01% | 2q | +67.6%+$1.1M |
| MEITAV INVESTMENT HOUSE LTD | $2.6M | 64,494 | 0.02% | 4q | +22.8%+$486.7K |
| Financial Engines Advisors L.L.C. | $2.4M | 59,081 | 0.00% | 25q | -1.8%-$43.4K |
| HHM Wealth Advisors, LLC | $2.3M | 56,539 | 0.23% | 21q | -5.1%-$123.4K |
| SEI INVESTMENTS CO | $2.2M | 55,086 | 0.00% | 2q | +1.7%+$37.1K |
| Jupiter Topco LLC | $2.2M | 53,676 | 0.00% | new | FIRST |
| OLD MISSION CAPITAL LLC | $2.1M | 52,534 | 0.03% | new | NEW |
| EASTERN BANK | $2.1M | 51,952 | 0.03% | 31q | -6.3%-$141.5K |
| STIFEL FINANCIAL CORP | $2.1M | 50,934 | 0.00% | 9q | +12.4%+$228.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.1M | 50,614 | 0.01% | 31q | -4.4%-$94.6K |
| MONOGRAPH WEALTH ADVISORS, LLC | $2.0M | 49,665 | 0.17% | 19q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 48,228 | 0.00% | 28q | +7.8%+$142.2K |
| Belpointe Asset Management LLC | $1.8M | 44,359 | 0.06% | 4q | +36.1%+$479.0K |
| Creative Planning | $1.8M | 44,354 | 0.00% | 15q | +7.4%+$123.6K |
Showing the largest 100 of 276 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 265 | $2.3B | 57,630,047 | 25 | 76 | 80 | 0.0% |
| Q1 2026 | 253 | $2.1B | 57,022,967 | 18 | 74 | 61 | 0.0% |
| Q4 2025 | 247 | $1.8B | 51,192,166 | 23 | 80 | 57 | 0.0% |
| Q3 2025 | 234 | $1.6B | 46,101,648 | 19 | 53 | 65 | 0.0% |
| Q2 2025 | 220 | $1.4B | 42,300,525 | 24 | 63 | 69 | 0.0% |
| Q1 2025 | 210 | $1.3B | 42,364,213 | 19 | 61 | 67 | 0.1% |
| Q4 2024 | 213 | $1.2B | 42,034,083 | 24 | 55 | 57 | 0.2% |
| Q3 2024 | 198 | $1.2B | 38,464,981 | 17 | 38 | 64 | 0.2% |
| Q2 2024 | 196 | $1.2B | 41,241,501 | 12 | 54 | 62 | 0.0% |
| Q1 2024 | 193 | $1.2B | 42,385,273 | 17 | 47 | 72 | 0.0% |
| Q4 2023 | 189 | $1.1B | 41,707,976 | 18 | 55 | 58 | 0.0% |
| Q3 2023 | 185 | $1.0B | 41,329,919 | 15 | 57 | 40 | 0.0% |
| Q2 2023 | 179 | $993.4M | 38,011,237 | 15 | 46 | 60 | 0.0% |
| Q1 2023 | 177 | $948.0M | 36,810,139 | 27 | 39 | 63 | 0.0% |
| Q4 2022 | 160 | $991.9M | 41,211,416 | 23 | 46 | 47 | 0.0% |
| Q3 2022 | 177 | $819.8M | 38,623,005 | 9 | 55 | 63 | 0.0% |
| Q2 2022 | 201 | $1.0B | 42,326,659 | 23 | 49 | 68 | 0.0% |
| Q1 2022 | 203 | $1.2B | 42,724,250 | 26 | 51 | 63 | 0.0% |
| Q4 2021 | 209 | $1.2B | 40,106,897 | 26 | 65 | 44 | 0.0% |
| Q3 2021 | 190 | $1.0B | 35,175,720 | 19 | 48 | 53 | 0.0% |
| Q2 2021 | 183 | $1.1B | 36,006,058 | 15 | 53 | 50 | 0.0% |
| Q1 2021 | 185 | $951.9M | 32,933,578 | 20 | 42 | 62 | 0.0% |
| Q4 2020 | 174 | $874.1M | 31,613,301 | 17 | 43 | 57 | 0.0% |
| Q3 2020 | 159 | $721.3M | 30,003,264 | 20 | 30 | 61 | 0.0% |
| Q2 2020 | 147 | $676.9M | 29,865,570 | 9 | 33 | 72 | 0.0% |
| Q1 2020 | 172 | $671.8M | 34,069,612 | 23 | 36 | 76 | 0.0% |
| Q4 2019 | 184 | $1.0B | 39,068,965 | 21 | 52 | 48 | 0.0% |
| Q3 2019 | 164 | $939.5M | 38,884,719 | 10 | 145 | 7 | 0.0% |
| Q2 2019 | 171 | $915.4M | 24,961,914 | 21 | 51 | 51 | 0.0% |
| Q1 2019 | 165 | $904.6M | 24,982,399 | 22 | 49 | 51 | 0.0% |
| Q4 2018 | 155 | $911.7M | 27,809,363 | 0 | 3 | 3 | 0.0% |