DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (CWI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
278
Reporting holders
$2.2B
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PNC Financial Services Group, Inc. | $191.1M | 4,698,754 | 0.09% | 31q | +2.6%+$4.8M |
| Merit Financial Group, LLC | $152.6M | 3,751,310 | 0.93% | 18q | +7.5%+$10.7M |
| Mirae Asset Global Investments Co., Ltd. | $131.3M | 3,228,420 | 0.19% | 6q | -1.0%-$1.3M |
| 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 | +213.7%+$19.2M |
| 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 |
| Clal Insurance Enterprises Holdings Ltd | $17.4M | 427,879 | 0.08% | 8q | -2.5%-$447.4K |
| 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 | +1.4%+$213.2K |
| 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 |
| HANTZ FINANCIAL SERVICES, INC. | $13.0M | 319,386 | 0.18% | 26q | -2.7%-$360.9K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $12.3M | 303,374 | 0.01% | 15q | +88.8%+$5.8M |
| WELLS FARGO & COMPANY/MN | $12.1M | 296,901 | 0.00% | 31q | +3.8%+$437.0K |
| 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 |
Showing the largest 100 of 278 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 106 | $564.8M | 13,983,456 | 5 | 21 | 26 | 0.0% |
| Q2 2026 | 278 | $2.2B | 54,961,714 | 25 | 77 | 86 | 0.0% |
| Q1 2026 | 268 | $2.0B | 54,647,277 | 19 | 78 | 66 | 0.0% |
| Q4 2025 | 262 | $1.9B | 52,336,385 | 25 | 85 | 59 | 0.0% |
| Q3 2025 | 248 | $1.7B | 47,367,458 | 20 | 58 | 67 | 0.0% |
| Q2 2025 | 237 | $1.4B | 43,864,905 | 27 | 66 | 71 | 0.0% |
| Q1 2025 | 225 | $1.3B | 43,841,910 | 22 | 63 | 72 | 0.1% |
| Q4 2024 | 225 | $1.2B | 43,485,256 | 25 | 58 | 61 | 0.2% |
| Q3 2024 | 209 | $1.2B | 39,725,497 | 19 | 41 | 67 | 0.2% |
| Q2 2024 | 209 | $1.2B | 42,344,318 | 13 | 58 | 65 | 0.0% |
| Q1 2024 | 207 | $1.2B | 43,282,524 | 17 | 50 | 77 | 0.0% |
| Q4 2023 | 205 | $1.2B | 42,612,274 | 21 | 61 | 60 | 0.0% |
| Q3 2023 | 199 | $1.1B | 42,185,368 | 16 | 60 | 43 | 0.0% |
| Q2 2023 | 194 | $1.0B | 40,068,106 | 17 | 49 | 64 | 0.0% |
| Q1 2023 | 197 | $979.8M | 38,047,139 | 31 | 41 | 70 | 0.0% |
| Q4 2022 | 192 | $1.1B | 44,547,384 | 28 | 52 | 59 | 0.0% |
| Q3 2022 | 175 | $14.9B | 702,567,221 | 7 | 55 | 63 | 0.0% |
| Q2 2022 | 200 | $15.5B | 650,587,085 | 23 | 49 | 68 | 0.0% |
| Q1 2022 | 203 | $20.9B | 760,862,393 | 26 | 52 | 62 | 0.0% |
| Q4 2021 | 209 | $13.0B | 443,164,436 | 26 | 65 | 44 | 0.0% |
| Q3 2021 | 190 | $12.2B | 422,462,046 | 19 | 48 | 53 | 0.0% |
| Q2 2021 | 183 | $16.9B | 558,667,873 | 15 | 52 | 51 | 0.0% |
| Q1 2021 | 182 | $16.5B | 569,029,821 | 17 | 42 | 62 | 0.0% |
| Q4 2020 | 174 | $17.6B | 635,093,217 | 17 | 43 | 57 | 0.0% |
| Q3 2020 | 159 | $15.8B | 656,051,589 | 20 | 31 | 60 | 0.0% |
| Q2 2020 | 147 | $11.8B | 522,039,903 | 9 | 33 | 72 | 0.0% |
| Q1 2020 | 172 | $11.4B | 577,703,434 | 23 | 36 | 76 | 0.0% |
| Q4 2019 | 184 | $15.9B | 617,489,965 | 21 | 52 | 48 | 0.0% |
| Q3 2019 | 164 | $14.6B | 607,782,252 | 10 | 46 | 56 | 0.0% |
| Q2 2019 | 170 | $14.3B | 388,672,815 | 21 | 50 | 51 | 0.0% |
| Q1 2019 | 165 | $13.6B | 375,271,759 | 22 | 49 | 51 | 0.0% |
| Q4 2018 | 155 | $11.7B | 356,621,222 | 0 | 3 | 3 | 0.0% |