CWI — SPDR INDEX SHS FDS

Ownership history in COBBLESTONE CAPITAL ADVISORS LLC /NY/  ·  45 quarters on record

AI Ownership Summary

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported SPDR INDEX SHS FDS (CWI) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.97% in 2023 Q4. The latest visible filing shows CWI at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COBBLESTONE CAPITAL ADVISORS LLC /NY/'s position in SPDR INDEX SHS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CWI was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWI stock page COBBLESTONE CAPITAL ADVISORS LLC /NY/ fund profile COBBLESTONE CAPITAL ADVISORS LLC /NY/ full holdings
How COBBLESTONE CAPITAL ADVISORS LLC /NY/ held CWI — position size vs. price
% of Fund (quarterly)    CWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 456,230 -8,057 -1.7% 0.77% $15.9M 2025-11-14 (Est.) $35.04
2025 Q2 REDUCED 464,287 -37,211 -7.4% 0.78% $15.2M 2025-08-01 $31.54
2025 Q1 REDUCED 501,498 -10,151 -2.0% 0.81% $14.8M 2025-05-12 $30.17
2024 Q4 REDUCED 511,649 -2,010 -0.4% 0.78% $14.3M 2025-02-05 $28.20
2024 Q3 REDUCED 513,659 -12,386 -2.4% 0.88% $15.6M 2024-11-14 $27.32
2024 Q2 REDUCED 526,045 -12,636 -2.3% 0.92% $14.9M 2024-08-06 $26.00
2024 Q1 REDUCED 538,681 -9,105 -1.7% 0.96% $15.3M 2024-05-03 $26.71
2023 Q4 ADDED 547,786 +4,199 +0.8% 0.97% $14.8M 2024-02-09 $25.38
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWI

As of 2026 Q1 — sorted by position size

Portus Wealth Advisors, LLC 9.64% ARCADIA INVESTMENT ADVISORS LLC 5.37% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.8% Friday Financial 3.31% CWC Advisors, LLC. 3Y 7Y 2.41% Opal Wealth Advisors, LLC 3Y 1.23% Brady Martz Wealth Solutions, LLC 1.11% Financially in Tune, LLC 0.96% Merit Financial Group, LLC 3Y 7Y 0.95% Montecito Bank & Trust 3Y 7Y 0.79%

FAQ About COBBLESTONE CAPITAL ADVISORS LLC /NY/ and CWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported owning CWI?

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported CWI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CWI position in COBBLESTONE CAPITAL ADVISORS LLC /NY/'s portfolio?

The largest reported portfolio weight for CWI was 0.97% in 2023 Q4.

What is the latest reported CWI position on this page?

The most recent filing on this page is 2025 Q3, when COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported 456,230 shares, equal to 0.77% of portfolio, with an estimated market value of $15.9M.

What does the chart on this CWI ownership page compare?

The chart compares COBBLESTONE CAPITAL ADVISORS LLC /NY/'s quarterly CWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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