CWI · Insider trading · 13F holders · Congress trades
Spdr Index Shs Fds (CWI)
Who is buying and selling CWI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 48
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CWI at a glance
- No open-market insider purchases or sales of CWI were filed in the last 90 days.
- 48 13F filers hold CWI among their 50 largest positions, worth $739.9M combined. The biggest bets by portfolio weight are Portus Wealth Advisors, LLC (7.3%), Arcadia Investment Advisors LLC (4.9%) and Pitcairn Wealth Advisors LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in CWI.
CWI insider trading
No open-market insider purchases or sales of CWI were filed in the last 90 days.
Who owns CWI? Hedge funds and superinvestors
48 13F filers hold CWI among their 50 largest positions, worth $739.9M combined. The biggest bets by portfolio weight are Portus Wealth Advisors, LLC (7.3%), Arcadia Investment Advisors LLC (4.9%) and Pitcairn Wealth Advisors LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Merit Financial Group, LLCWealth manager | 0.9% | $152.6M | 3,751,310 | +7.5% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 2.3% | $92.4M | 2,270,916 | -1.3% shares | Q2 2026 |
| GLOBALT Investments LLC / GAAsset manager | 2.0% | $57.3M | 1,416,907 | -2.3% shares | Q3 2026 |
| Hengehold Capital Management LLCWealth manager | 3.7% | $49.1M | 1,215,549 | +0.1% shares | Q3 2026 |
| Pitcairn Wealth Advisors LLCWealth manager | 4.4% | $40.2M | 988,601 | -1.8% shares | Q2 2026 |
| Lodestar Private Asset Management LLCWealth manager | 3.0% | $34.9M | 862,667 | -3.7% shares | Q3 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 0.4% | $34.1M | 843,691 | -2.1% shares | Q3 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 0.5% | $29.0M | 716,773 | +11.6% shares | Q3 2026 |
| Jacobi Capital Management LLCWealth manager | 1.3% | $25.6M | 628,879 | +1.9% shares | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLCWealth manager | 0.4% | $25.0M | 618,459 | -1.5% shares | Q3 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 0.5% | $17.9M | 444,082 | -0.2% shares | Q3 2026 |
| Stonebrook Private Inc.Wealth manager | 3.3% | $17.8M | 438,294 | +41.9% shares | Q2 2026 |
| Friday FinancialWealth manager | 2.9% | $14.8M | 368,299 | +38.7% shares | Q3 2026 |
| Atlas Private Wealth AdvisorsWealth manager | 3.1% | $14.5M | 359,848 | +4.3% shares | Q3 2026 |
| Mill Creek Capital Advisors, LLCAsset manager | 0.3% | $12.7M | 348,384 | +2.3% shares | Q1 2026 |
| Arcadia Investment Advisors LLCWealth manager | 4.9% | $11.7M | 289,548 | -5.8% shares | Q3 2026 |
| IAG Wealth Partners, LLCWealth manager | 1.1% | $11.5M | 282,870 | +1.0% shares | Q2 2026 |
| Portus Wealth Advisors, LLCWealth manager | 7.3% | $8.9M | 220,997 | +0.2% shares | Q3 2026 |
| Courage Miller Partners, LLCWealth manager | 2.0% | $7.5M | 186,611 | +0.2% shares | Q3 2026 |
| Tobias Financial Advisors, Inc.Wealth manager | 0.9% | $7.5M | 183,600 | +0.1% shares | Q2 2026 |
| Brady Martz Wealth Solutions, LLCWealth manager | 1.1% | $7.2M | 177,774 | -0.3% shares | Q2 2026 |
| Cvfg LLCWealth manager | 0.7% | $7.0M | 172,132 | -0.9% shares | Q2 2026 |
| Opal Wealth Advisors, LLCWealth manager | 1.4% | $6.5M | 160,272 | +6.0% shares | Q3 2026 |
| Sterling Group Wealth Management, LLCWealth manager | 2.4% | $5.8M | 141,423 | -9.3% shares | Q2 2026 |
| Walkner Condon Financial Advisors LLCWealth manager | 0.7% | $5.7M | 140,659 | +1.2% shares | Q2 2026 |
| CWC Advisors, LLC.Asset manager | 2.6% | $5.6M | 138,118 | +2.2% shares | Q3 2026 |
| Montecito Bank & TrustBank & trust | 0.8% | $5.3M | 130,684 | +0.5% shares | Q3 2026 |
| Novem GroupWealth manager | 0.5% | $4.7M | 115,610 | — | Q3 2026 |
| Tiemann Investment Advisors, LLCWealth manager | 1.6% | $4.4M | 107,193 | -1.0% shares | Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLCInstitutional asset manager | 1.4% | $3.4M | 82,743 | +17.9% shares | Q2 2026 |
The 30 largest of 48 positions, by value. Each manager counts with its latest 13F (Q3 2026: 28, Q2 2026: 18, Q1 2026: 2). Screen CWI in the grand portfolio →
CWI stock trades by members of Congress
No member of Congress has disclosed a trade in CWI.
CWI questions and answers
Are insiders buying CWI stock?
No open-market insider purchases or sales of CWI were filed in the last 90 days.
Which hedge funds own CWI?
48 13F filers hold CWI among their 50 largest positions, worth $739.9M combined. The biggest bets by portfolio weight are Portus Wealth Advisors, LLC (7.3%), Arcadia Investment Advisors LLC (4.9%) and Pitcairn Wealth Advisors LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded CWI?
No member of Congress has disclosed a trade in CWI.
Who is the largest holder of CWI?
Among 13F filers, Merit Financial Group, LLC reports the largest CWI position, $152.6M (3,751,310 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Portus Wealth Advisors, LLC's: 7.3% of its portfolio.
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