CWI — Spdr Index Shs Fds Institutional Holders · Q3 2026
Who owns Spdr Index Shs Fds (CWI)? 17 institutions reported holding $27.08M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Friday Financial ($14.8M), Montecito Bank & Trust ($5.3M), Eastern Bank ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Friday Financial | $14.8M | 368,299 | Added |
| 2 | Montecito Bank & Trust | $5.3M | 130,684 | Added |
| 3 | EASTERN BANK | $1.9M | 46,263 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $1.4M | 33,463 | Added |
| 5 | BAKER TILLY WEALTH MANAGEMENT, LLC | $780,155 | 19,306 | Hold |
| 6 | Iowa State Bank | $692,062 | 17,126 | Trimmed |
| 7 | Kure Advisory, LLC | $636,942 | 15,762 | Hold |
| 8 | Towneley Capital Management, Inc / DE | $529,655 | 13,107 | Trimmed |
| 9 | RVW Wealth, LLC | $259,634 | 6,425 | Hold |
| 10 | GoalVest Advisory LLC | $254,462 | 6,297 | Trimmed |
| 11 | RFG - Bristol Wealth Advisors, LLC | $221,194 | 5,474 | Hold |
| 12 | ROCKLAND TRUST CO | $218,093 | 5,397 | Hold |
| 13 | CoreCap Advisors, LLC | $117,310 | 2,903 | Hold |
| 14 | FIRST COMMUNITY TRUST NA | $53,018 | 1,312 | Hold |
| 15 | GAMMA Investing LLC | $15,113 | 374 | Hold |
| 16 | Davis Capital Management | $9,618 | 238 | Hold |
| 17 | Investors Research Corp | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30