CWI — SPDR INDEX SHS FDS

Ownership history in Advisory Services Network, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR INDEX SHS FDS (CWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,500 -99 -3.8% 0.00% $87K $34.30
2023 Q4 ADDED 2,599 +16 +0.6% 0.00% $70K $25.46
2023 Q1 UNCHANGED 2,583 — 0% 0.00% $66K $23.53
2022 Q4 REDUCED 2,583 -24 -0.9% 0.00% $62K $22.00
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CWI price (monthly, adj. close)

Other funds also holding CWI

As of 2025 Q4 — sorted by position size

ARCADIA INVESTMENT ADVISORS LLC 5.37% CVFG LLC 4.33% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.56% Friday Financial 3.29% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 3.01% Wealth Alliance Advisory Group, LLC 3Y 7Y 3.0% Sterling Group Wealth Management, LLC 3Y 2.72% Atlas Private Wealth Advisors 3Y 2.59% CWC Advisors, LLC. 3Y 7Y 2.38% Avantax Planning Partners, Inc. 3Y 7Y 2.28%
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