State Street SPDR MSCI AcwiCWIETF
13F holders, Q4 2025 (December 31)260holders +15
25new positions
11sold out
3famous investors
$35.94avg. 13F price*
At the end of Q4 2025, 260 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings, up 15 from Q3 2025. 25 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($371.5M), PNC Financial Services Group, Inc. ($160.3M) and Merit Financial Group, LLC ($114.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- State Street SPDR MSCI Acwi
- Filed as
- SPDR INDEX SHS FDS (Q4 2025)
- CUSIP
- 78463X848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.4M |
| Exits | 11 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 6,084,725 shares bought and 786,691 shares sold, net +5,298,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Bank of America Corp. | 0.03% | Add +26.1% | 10,341,561 | $371.5M |
| PNC Financial Services Group, Inc. | 0.09% | Add +10.5% | 4,463,614 | $160.3M |
| Merit Financial Group, LLC | 0.92% | Add +14.0% | 3,186,018 | $114.4M |
| Avantax Planning Partners, Inc. | 2.28% | Reduce -4.3% | 2,264,574 | $81.3M |
| HighTower Advisors, LLC | 0.07% | Add +2.0% | 1,755,275 | $63.0M |
| LPL Financial LLC | 0.02% | Add +7.1% | 1,646,352 | $59.1M |
| GLOBALT Investments LLC / GA | 1.85% | Reduce -0.3% | 1,412,173 | $50.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Add +151.6% | 1,236,220 | $44.4M |
| Hengehold Capital Management LLC | 3.56% | Add +1.7% | 1,176,881 | $42.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.58% | Reduce -4.9% | 1,073,903 | $38.6M |
| 3EDGE Asset Management, LP | 1.92% | Add +36.6% | 1,026,563 | $37.0M |
| Pitcairn Wealth Advisors LLC | 3.25% | — | 1,004,300 | $36.1M |
| Truist Financial Corp. | 0.04% | Add +14.5% | 871,547 | $31.3M |
| Lodestar Private Asset Management LLC | 3.01% | Add +4.4% | 833,994 | $30.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Reduce -1.5% | 674,272 | $24.2M |
| Morgan Stanley | 0.00% | Add +1.2% | 631,653 | $22.7M |
| Captrust Financial Advisors | 0.04% | Add +293.3% | 626,658 | $22.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 608,823 | $21.9M |
| Jacobi Capital Management LLC | 1.25% | Add +3.6% | 602,516 | $21.6M |
| Private Advisor Group, LLC | 0.10% | Add +3.9% | 582,015 | $20.9M |
| Signature Estate & Investment Advisors LLC | 0.40% | Reduce -0.8% | 553,488 | $19.9M |
| Clal Insurance Enterprises Holdings Ltd | 0.12% | No change | 516,099 | $18.5M |
| Wealth Alliance Advisory Group, LLC | 3.00% | Add +1.8% | 488,048 | $17.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.8% | 472,839 | $17.5M |
| Focus Partners Advisor Solutions, LLC | 0.19% | Add +5.2% | 438,792 | $15.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | Add +4.9% | 432,437 | $15.5M |
| Wilmington Savings Fund Society, FSB | 0.36% | Add +0.2% | 431,430 | $15.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.4% | 400,093 | $14.4M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -0.6% | 371,122 | $13.3M |
| NewEdge Advisors, LLC | 0.05% | Add +4.0% | 363,325 | $13.1M |
| Mill Creek Capital Advisors, LLC | 0.25% | Add +0.1% | 340,704 | $12.2M |
| Arcadia Investment Advisors LLC | 5.37% | Reduce -2.2% | 321,474 | $11.5M |
| Hantz Financial Services, Inc. | 0.17% | Add +2.6% | 319,480 | $11.5M |
| Atlas Private Wealth Advisors | 2.59% | Add +10.0% | 308,380 | $11.1M |
| Waverly Advisors, LLC | 0.09% | Reduce -1.2% | 298,280 | $10.7M |
| Whittier Trust Co. | 0.11% | Add +4.6% | 275,790 | $10.2M |
| IAG Wealth Partners, LLC | 1.13% | Reduce -5.3% | 272,251 | $9.8M |
| Bank of Montreal | 0.00% | Add +5.1% | 264,007 | $9.5M |
| Friday Financial | 3.29% | Add +9.3% | 259,875 | $9.3M |
| UBS Group AG | 0.00% | Add +1.8% | 257,310 | $9.2M |
| Mach-1 Financial Group, LLC | 1.78% | New | 241,519 | $8.7M |
| Portus Wealth Advisors, LLC | 8.13% | Add +3.0% | 239,740 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.3% | 216,904 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 200,747 | $7.2M |
| Nisa Investment Advisors, LLC | 0.02% | No change | 199,000 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +16.4% | 196,913 | $7.1M |
| Tobias Financial Advisors, Inc. | 0.97% | Reduce -0.3% | 190,435 | $6.8M |
| Courage Miller Partners, LLC | 2.04% | Reduce -3.1% | 188,971 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 184,796 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.9% | 182,795 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.1% | 181,750 | $6.5M |
| Brady Martz Wealth Solutions, LLC | 1.13% | Reduce -0.3% | 178,309 | $6.4M |
| CVFG LLC | 4.33% | Add +4.2% | 175,930 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +33.5% | 157,737 | $5.7M |
| Clearstead Advisors, LLC | 0.07% | Add +0.0% | 157,360 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 156,467 | $5.6M |
| Sterling Group Wealth Management, LLC | 2.72% | Reduce -2.9% | 156,285 | $5.6M |
| Valmark Advisers, Inc. | 0.06% | Reduce -1.1% | 144,798 | $5.2M |
| Opal Wealth Advisors, LLC | 1.34% | Reduce -1.6% | 142,778 | $5.1M |
| Walkner Condon Financial Advisors LLC | 0.69% | Add +1.8% | 139,004 | $5.0M |
| CWC Advisors, LLC. | 2.38% | Add +1.4% | 137,293 | $4.9M |
| Focus Partners Wealth | 0.01% | Reduce -0.4% | 136,483 | $4.9M |
| Midwest Trust Co | 0.06% | Add +4.0% | 129,139 | $4.6M |
| Montecito Bank & Trust | 0.72% | Reduce -2.5% | 125,091 | $4.5M |
| Capital Investment Advisors, LLC | 0.07% | Add +13.8% | 124,318 | $4.5M |
| Savant Capital, LLC | 0.02% | Reduce -10.1% | 110,868 | $4.0M |
| Tiemann Investment Advisors, LLC | 1.53% | Reduce -0.5% | 109,702 | $3.9M |
| Novem Group | 0.44% | Add +1.5% | 105,651 | $3.8M |
| TD Private Client Wealth LLC | 0.08% | Add +2.7% | 102,718 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Add +112.0% | 92,790 | $3.3M |
| Nicolet Bankshares Inc. | 0.53% | Add +92.1% | 92,071 | $3.3M |
| BTC Capital Management, Inc. | 0.23% | Add +2.1% | 91,457 | $3.3M |
| Mutual Advisors, LLC | 0.07% | Add +2.4% | 91,208 | $3.3M |
| Focus Financial Network, Inc. | 0.11% | Reduce -0.9% | 90,481 | $3.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 83,879 | $3.0M |
| Ironsides Asset Advisors, LLC | 0.75% | Add +816.4% | 82,334 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +2.4% | 81,418 | $2.9M |
| Freestone Capital Holdings, LLC | 0.09% | No change | 81,041 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 80,836 | $2.9M |
| AQR Capital Management | 0.00% | New | 78,800 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.1% | 76,898 | $2.8M |
| Nicolet Advisory Services, LLC | 0.19% | New | 73,730 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -18.8% | 75,283 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.5% | 73,980 | $2.7M |
| Meridian Investment Counsel Inc. | 0.62% | Reduce -1.1% | 71,239 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +187.7% | 69,349 | $2.5M |
| Chesley Taft & Associates LLC | 0.09% | Add +84.6% | 64,041 | $2.3M |
| Eastern Bank | 0.04% | Reduce -29.4% | 63,914 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -10.7% | 62,274 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 60,392 | $2.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.0% | 59,896 | $2.2M |
| First American Trust, FSB | 0.13% | Reduce -2.5% | 53,903 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.5% | 52,879 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +2199.6% | 51,372 | $1.8M |
| Monograph Wealth Advisors, LLC | 0.18% | No change | 49,665 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 48,403 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 45,869 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 45,530 | $1.6M |
| Creative Planning | 0.00% | Add +15.6% | 44,732 | $1.6M |
| Bailard, Inc. | 0.03% | Reduce -0.8% | 43,881 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.8% | 43,331 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.7% | 38,214 | $1.4M |
| Tradition Wealth Management, LLC | 0.10% | Add +1.4% | 38,074 | $1.4M |
| Laraway Financial Advisors Inc | 0.86% | Reduce -2.6% | 36,922 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +15.8% | 35,670 | $1.3M |
| Lido Advisors, LLC | 0.01% | No change | 36,437 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.23% | Reduce -2.3% | 31,358 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -5.3% | 31,341 | $1.1M |
| Dakota Wealth Management | 0.02% | New | 30,777 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -5.4% | 28,227 | $1.1M |
| Financial Consulate, Inc. | 0.15% | Reduce -0.3% | 30,097 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 28,318 | $1.0M |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -2.5% | 28,103 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | Add +14.7% | 28,032 | $1.0M |
| Meitav Investment House Ltd. | 0.01% | Add +171.9% | 27,693 | $995K |
| Sage Financial Group Inc. | 0.06% | No change | 25,771 | $926K |
| US Bancorp \de | 0.00% | No change | 24,496 | $880K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 23,790 | $855K |
| Financially in Tune, LLC | 0.79% | — | 23,711 | $852K |
| BBR Partners, LLC | 0.04% | No change | 23,341 | $838K |
| Kagan Cocozza Asset Management | 0.55% | Reduce -0.5% | 21,444 | $770K |
| Rare Wolf Capital LLC | 0.48% | — | 21,298 | $765K |
| Betterment LLC | 0.00% | Add +10.1% | 21,113 | $758K |
| BlackRock, Inc. | 0.00% | Add +107252.6% | 20,397 | $733K |
| Wedbush Securities Inc. | 0.02% | Add +82.7% | 20,162 | $724K |
| VestGen Advisors, LLC | 0.03% | Reduce -89.3% | 19,726 | $709K |
| Baker Tilly Wealth Management, LLC | 0.17% | No change | 19,306 | $693K |
| Belpointe Asset Management LLC | 0.02% | Add +130.7% | 19,134 | $687K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 18,846 | $677K |
| First Commonwealth Financial Corp | 0.11% | No change | 18,091 | $650K |
| WFA of San Diego, LLC | 0.47% | Add +0.1% | 17,712 | $636K |
| Bokf, NA | 0.01% | No change | 17,553 | $631K |
| Iowa State Bank | 0.12% | Reduce -0.7% | 17,548 | $630K |
| Midwest Capital Advisors, LLC | 0.30% | Add +7.3% | 17,330 | $622K |
| Western Wealth Management, LLC | 0.03% | No change | 17,043 | $612K |
| Fulton Bank, N.A. | 0.02% | No change | 17,000 | $611K |
| SMI Advisory Services, LLC | 0.10% | Reduce -2.8% | 15,977 | $598K |
| Tiaa Trust, National Association | 0.00% | No change | 16,397 | $589K |
| SpringVest Wealth Management LLC | 0.41% | Add +39.2% | 16,287 | $585K |
| Kure Advisory, LLC | 0.32% | No change | 15,762 | $566K |
| Clarity Capital Advisors, LLC | 0.28% | New | 15,388 | $553K |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 15,192 | $546K |
| Towneley Capital Management, Inc / DE | 0.11% | Add +1.4% | 14,445 | $519K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.1% | 14,281 | $513K |
| Vestia Personal Wealth Advisors | 0.26% | No change | 13,580 | $505K |
| Private Trust Co. NA | 0.04% | Add +34.6% | 13,993 | $503K |
| Simplicity Wealth,LLC | 0.03% | Add +3.1% | 13,735 | $493K |
| Johnson Investment Counsel Inc. | 0.00% | Add +85.7% | 13,003 | $467K |
| Security National Bank of So Dak | 0.23% | No change | 12,977 | $466K |
| Virtu Financial LLC | 0.02% | New | 12,905 | $464K |
| Klingenstein Fields & Co. LP | 0.02% | Add +0.8% | 12,596 | $452K |
| FMR LLC | 0.00% | Reduce -0.4% | 12,377 | $445K |
| Fortis Capital Advisors, LLC | 0.06% | Add +47.7% | 12,247 | $440K |
| Bleakley Financial Group, LLC | 0.01% | New | 12,097 | $435K |
| Radnor Capital Management, LLC | 0.06% | No change | 12,000 | $431K |
| Blair William & Co. | 0.00% | Reduce -6.7% | 11,938 | $429K |
| Renaissance Group LLC | 0.02% | New | 11,702 | $420K |
| MAI Capital Management | 0.00% | Add +33.5% | 11,426 | $410K |
| Brooklyn Investment Group | 0.02% | Add +35.9% | 11,373 | $410K |
| Curi Capital, LLC | 0.01% | No change | 11,321 | $407K |
| Todd Asset Management LLC | 0.01% | New | 11,272 | $405K |
| Moneco Advisors, LLC | 0.03% | Reduce -4.9% | 11,122 | $400K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 10,582 | $380K |
| Highview Capital Management LLC | 0.13% | No change | 10,541 | $379K |
| Wealthcare Capital Management LLC | 0.04% | New | 10,464 | $376K |
| Mitchell Capital Management Co. | 0.07% | Reduce -6.0% | 10,276 | $369K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.3% | 10,174 | $365K |
| M&T Bank Corp | 0.00% | New | 10,038 | $361K |
| FSM Wealth Advisors, LLC | 0.05% | Add +1.6% | 10,023 | $360K |
| Lantern Wealth Advisors, LLC | 0.19% | Reduce -15.5% | 9,950 | $357K |
| Cwm, LLC | 0.00% | Reduce -13.4% | 9,884 | $355K |
| Key Financial Inc | 0.06% | No change | 9,815 | $353K |
| Krilogy Financial LLC | 0.01% | Add +0.4% | 9,216 | $348K |
| Sharkey, Howes & Javer | 0.04% | No change | 9,463 | $340K |
| Stegner Investment Associates Inc. | 0.18% | Reduce -24.0% | 9,396 | $338K |
| Avestar Capital, LLC | 0.02% | No change | 9,363 | $336K |
| Choreo, LLC | 0.00% | No change | 9,195 | $332K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.4% | 8,745 | $314K |
| ARS Investment Partners, LLC | 0.02% | No change | 8,579 | $308K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.8% | 8,342 | $300K |
| Sentry LLC | 0.08% | No change | 8,250 | $296K |
| Glassman Wealth Services | 0.04% | No change | 7,978 | $287K |
| True Link Financial Advisors, LLC | 0.02% | New | 7,658 | $275K |
| BIP Wealth, LLC | 0.01% | Reduce -1.1% | 7,399 | $266K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,258 | $261K |
| Center For Asset Management LLC | 0.13% | No change | 7,097 | $255K |
| Sage Mountain Advisors LLC | 0.01% | No change | 7,067 | $254K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -31.6% | 7,005 | $252K |
| Pinion Investment Advisors, LLC | 0.06% | No change | 6,979 | $251K |
| GoalVest Advisory LLC | 0.05% | No change | 6,979 | $251K |
| Wealthgarden F.S. LLC | 0.16% | Reduce -5.3% | 6,548 | $247K |
| AE Wealth Management LLC | 0.00% | Add +70.7% | 6,804 | $244K |
| Matrix Private Capital Group LLC | 0.12% | No change | 6,800 | $244K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 6,644 | $239K |
| Penney Financial, LLC | 0.09% | No change | 6,540 | $235K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,490 | $233K |
| RVW Wealth, LLC | 0.02% | No change | 6,425 | $231K |
| Smith & Howard Wealth Management, LLC | 0.05% | No change | 6,411 | $230K |
| DMC Group, LLC | 0.15% | Add +1.7% | 6,270 | $225K |
| Deutsche Bank AG | 0.00% | No change | 6,149 | $221K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 6,148 | $221K |
| Cooke Wealth Management, LLC | 0.19% | — | 5,757 | $215K |
| First National Trust Co | 0.01% | Reduce -22.8% | 5,918 | $213K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 5,826 | $209K |
| Millennium Management | 0.00% | New | 5,812 | $209K |
| Chapman Financial Group, LLC | 0.14% | Reduce -4.8% | 5,775 | $207K |
| WASHINGTON TRUST Co | 0.01% | New | 5,700 | $205K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5,225 | $188K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -24.2% | 4,462 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | Add +212.9% | 4,456 | $160K |
| First Pacific Financial | 0.02% | Add +1.8% | 4,346 | $156K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.6% | 4,170 | $150K |
| 10Elms LLP | 0.14% | Reduce -21.5% | 3,833 | $138K |
| SageView Advisory Group, LLC | 0.00% | New | 3,737 | $134K |
| Private Wealth Management Group, LLC | 0.03% | Reduce -4.8% | 3,200 | $115K |
| Glenmede Trust Co. NA | 0.00% | — | 3,075 | $110K |
| Basepoint Wealth LLC | 0.05% | New | 2,505 | $90K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,305 | $83K |
| Tsfg, LLC | 0.01% | No change | 1,969 | $71K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,717 | $61K |
| YANKCOM Partnership | 0.02% | No change | 1,538 | $55K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,483 | $53K |
| Newton One Investments LLC | 0.02% | Add +1.8% | 1,444 | $52K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,400 | $50K |
| Chilton Capital Management LLC | 0.00% | No change | 1,397 | $50K |
| First Community Trust NA | 0.04% | No change | 1,312 | $47K |
| Blue Trust, Inc. | 0.00% | Add +126.2% | 1,174 | $42K |
| Comerica Bank | 0.00% | Add +11.9% | 1,119 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 932 | $33K |
| Grey Ledge Advisors, LLC | 0.01% | Add +1.6% | 884 | $32K |
| Qube Research & Technologies Ltd | 0.00% | New | 841 | $30K |
| Scarborough Advisors, LLC | 0.00% | No change | 800 | $29K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 765 | $27K |
| Assetmark, Inc. | 0.00% | Add +27.8% | 690 | $25K |
| MCF Advisors LLC | 0.00% | No change | 667 | $24K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.2% | 641 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -70.5% | 561 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 528 | $19K |
| Investors Research Corp | 0.00% | Reduce -39.4% | 523 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 523 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 492 | $18K |
| BankPlus Trust Department | 0.00% | No change | 468 | $17K |
| Clean Yield Group | 0.00% | New | 462 | $17K |
| Joseph Group Capital Management | 0.00% | Reduce -31.7% | 435 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 374 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 360 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 331 | $12K |
| Angeles Wealth Management, LLC | 0.00% | No change | 305 | $11K |
| Davis Capital Management | 0.01% | New | 238 | $9K |
| Atomic Invest LLC | 0.00% | — | 207 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 174 | $6K |
| Spire Wealth Management | 0.00% | No change | 154 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 146 | $5K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $5K |
| Hoey Investments, Inc. | 0.00% | New | 108 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | Add +80.8% | 94 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 25 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 25 | $902 |
| Wilkerson Advisory Group LLC | 0.00% | — | 23 | $826 |
| Dunhill Financial, LLC | 0.00% | Reduce -99.8% | 1 | $29 |
"% of holder's portfolio" is CWI's weight in each manager's 13F, not the share of State Street SPDR MSCI Acwi the manager owns.