CWI — SPDR INDEX SHS FDS

Ownership history in CWC Advisors, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which CWC Advisors, 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.

Peak position
2.38% (2025 Q4)
Avg. % of fund
2.26%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 137,293 +1,878 +1.4% 2.38% $4.9M $35.92
2025 Q3 ADDED 135,415 +2,667 +2.0% 2.32% $4.7M $34.30
2025 Q2 ADDED 132,748 +7,254 +5.8% 2.24% $4.3M $32.08
2025 Q1 INITIATED 125,494 — — 2.11% $3.7M $28.65
% 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% Avantax Planning Partners, Inc. 3Y 7Y 2.28% Courage Miller Partners, LLC 3Y 7Y 2.04%
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