CWI — SPDR INDEX SHS FDS

Ownership history in Kure Advisory, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Kure Advisory, 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
0.42% (2024 Q3)
Avg. % of fund
0.33%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 15,762 — 0% 0.32% $566K $35.92
2025 Q3 UNCHANGED 15,762 — 0% 0.34% $550K $34.30
2025 Q2 UNCHANGED 15,762 — 0% 0.35% $466K $32.08
2025 Q1 ADDED 15,762 +236 +1.5% 0.35% $466K $28.65
2024 Q3 UNCHANGED 15,526 — 0% 0.42% $473K $29.08
2024 Q2 UNCHANGED 15,526 — 0% 0.36% $440K $27.05
2024 Q1 UNCHANGED 15,526 — 0% 0.38% $441K $26.74
2023 Q4 UNCHANGED 15,526 — 0% 0.22% $420K $25.46
2023 Q3 INITIATED 15,526 — — 0.22% $386K —
% 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%
← Back to Kure Advisory, LLC Holdings