CWI

STATE STREET SPDR MSCI ACWI
USCUSIP 78463X848
Institutional Owners
94
+4 QoQ
13F Value Held
$610.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)43 adding · 27 trimming
Insider net (180d)+$0
Price history not yet available for CWI.

Top institutional holders

94 13F filers
#FundPosition valueSharesLast moveAs of
1Merit Financial Group, LLC
$127.6M
3.49MAddedQ1 2026
2Avantax Planning Partners, Inc.
$84.2M
2.30MAddedQ1 2026
3GLOBALT Investments LLC / GA
$54.0M
1.48MAddedQ1 2026
4CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$32.2M
880.0KReducedQ1 2026
5Forvis Mazars Wealth Advisors, LLC
$23.3M
637.0KReducedQ1 2026
6Jacobi Capital Management LLC
$22.6M
617.4KAddedQ1 2026
7Private Advisor Group, LLC
$21.8M
596.4KAddedQ1 2026
8SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$20.7M
566.1KAddedQ1 2026
9Gerber Kawasaki Wealth & Investment Management
$16.4M
447.7KAddedQ1 2026
10Focus Partners Advisor Solutions, LLC
$16.2M
441.5KAddedQ1 2026
11Wilmington Savings Fund Society, FSB
$15.6M
425.3KAddedQ1 2026
12Sequoia Financial Advisors, LLC
$13.4M
365.9KReducedQ1 2026
13NewEdge Advisors, LLC
$13.3M
364.2KNewQ1 2026
14Mill Creek Capital Advisors, LLC
$12.7M
348.4KAddedQ1 2026
15Waverly Advisors, LLC
$11.3M
307.9KAddedQ1 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$10.8M
294.2KReducedQ1 2026
17WHITTIER TRUST CO
$9.6M
258.4KAddedQ1 2026
18Equitable Holdings, Inc.
$9.5M
264.5KAddedQ1 2026
19STATE STREET CORP
$7.9M
315.8KAddedQ3 2023
20NISA INVESTMENT ADVISORS, LLC
$7.3M
199.0KHeldQ1 2026
21Clearstead Advisors, LLC
$5.9M
160.1KAddedQ1 2026
22Valmark Advisers, Inc.
$5.5M
150.8KAddedQ1 2026
23Midwest Trust Co
$4.7M
129.7KAddedQ1 2026
24Mutual Advisors, LLC
$4.7M
129.0KAddedQ1 2026
25Kestra Advisory Services, LLC
$4.5M
123.2KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
12
funds
Added
31
funds
Reduced
23
funds
Exited
4
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

88 funds+87 since Q4 2020
04488Q4 2020Q3 2021Q2 2022Q1 2023Q2 2025Q1 2026
funds holding aggregate valuelatest $629M

Funds that own CWI also own

CompanyCo-held byCombined value
Nvidia CorpNVDA92 funds$21.9B
Apple IncAAPL91 funds$26.3B
TATE STR SPDR S&P 500 ETF TSPY91 funds$16.7B
Broadcom LtdAVGO91 funds$9.1B
Exxon Mobil CorpXOM91 funds$5.4B
Amazon.Com IncAMZN90 funds$14.2B
GOOGLE INCGOOGL90 funds$12.7B
LPHABET INCGOOG90 funds$9.7B
JPMorgan Chase & CoJPM90 funds$9.3B
iShares S&P 500 ETFIVV89 funds$29.7B
Microsoft CorpMSFT89 funds$19.8B
Meta Platforms Inc Class AMETA89 funds$7.5B

Ranked by how many of CWI's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.