CWI — Spdr Index Shs Fds 机构持仓 · 2026年Q3
谁持有 Spdr Index Shs Fds(CWI)?2026年Q3(报告期截至 2026-09-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 2,708.08 万美元。前几大持有机构:Friday Financial(1,480.00 万美元)、Montecito Bank & Trust(530.00 万美元)、Eastern Bank(190.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Friday Financial | $14.8M | 368,299 | 增持 |
| 2 | Montecito Bank & Trust | $5.3M | 130,684 | 增持 |
| 3 | EASTERN BANK | $1.9M | 46,263 | 减持 |
| 4 | Farther Finance Advisors, LLC | $1.4M | 33,463 | 增持 |
| 5 | BAKER TILLY WEALTH MANAGEMENT, LLC | $780,155 | 19,306 | 持平 |
| 6 | Iowa State Bank | $692,062 | 17,126 | 减持 |
| 7 | Kure Advisory, LLC | $636,942 | 15,762 | 持平 |
| 8 | Towneley Capital Management, Inc / DE | $529,655 | 13,107 | 减持 |
| 9 | RVW Wealth, LLC | $259,634 | 6,425 | 持平 |
| 10 | GoalVest Advisory LLC | $254,462 | 6,297 | 减持 |
| 11 | RFG - Bristol Wealth Advisors, LLC | $221,194 | 5,474 | 持平 |
| 12 | ROCKLAND TRUST CO | $218,093 | 5,397 | 持平 |
| 13 | CoreCap Advisors, LLC | $117,310 | 2,903 | 持平 |
| 14 | FIRST COMMUNITY TRUST NA | $53,018 | 1,312 | 持平 |
| 15 | GAMMA Investing LLC | $15,113 | 374 | 持平 |
| 16 | Davis Capital Management | $9,618 | 238 | 持平 |
| 17 | Investors Research Corp | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30