State Street SPDR MSCI AcwiCWIETF
13F holders, Q2 2026 (June 30)275holders +10
23new positions
14sold out
1famous investor
$40.66avg. 13F price*
At the end of Q2 2026, 275 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings, up 10 from Q1 2026. 23 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($381.3M), PNC Financial Services Group, Inc. ($191.1M) and Merit Financial Group, LLC ($152.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SPDR MSCI Acwi
- Filed as
- SPDR INDEX SHS FDS (Q2 2026)
- CUSIP
- 78463X848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $20.6M |
| Exits | 14 | $8.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,868,190 shares bought and 2,376,716 shares sold, net +491,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Bank of America Corp. | 0.02% | Add +6.1% | 9,374,374 | $381.3M |
| PNC Financial Services Group, Inc. | 0.09% | Add +2.6% | 4,698,754 | $191.1M |
| Merit Financial Group, LLC | 0.95% | Add +7.5% | 3,751,310 | $152.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.25% | Reduce -1.0% | 3,228,420 | $131.3M |
| Avantax Planning Partners, Inc. | 2.30% | Reduce -1.3% | 2,270,916 | $92.4M |
| HighTower Advisors, LLC | 0.07% | Add +3.2% | 1,853,458 | $75.4M |
| LPL Financial LLC | 0.02% | Reduce -0.4% | 1,669,007 | $67.9M |
| GLOBALT Investments LLC / GA | 1.99% | Reduce -1.8% | 1,449,863 | $59.0M |
| Hengehold Capital Management LLC | 3.83% | Add +2.3% | 1,214,749 | $49.4M |
| Truist Financial Corp. | 0.05% | Add +0.6% | 1,027,849 | $41.8M |
| Pitcairn Wealth Advisors LLC | 4.40% | Reduce -1.8% | 988,601 | $40.2M |
| Morgan Stanley | 0.00% | Add +15.7% | 945,625 | $38.5M |
| Lodestar Private Asset Management LLC | 3.15% | Add +4.5% | 895,548 | $36.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Reduce -2.1% | 861,432 | $35.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.9% | 802,257 | $32.6M |
| Ameriprise Financial Inc. | 0.01% | Add +213.7% | 694,399 | $28.2M |
| Signature Estate & Investment Advisors LLC | 0.47% | Reduce -0.3% | 642,125 | $26.1M |
| Jacobi Capital Management LLC | 1.25% | Add +1.9% | 628,879 | $25.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -1.4% | 627,989 | $25.5M |
| Private Advisor Group, LLC | 0.11% | Add +3.4% | 616,487 | $25.1M |
| Captrust Financial Advisors | 0.04% | Add +5.4% | 601,607 | $24.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.48% | Reduce -0.6% | 445,173 | $18.1M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +0.6% | 443,931 | $18.1M |
| Stonebrook Private Inc. | 3.25% | Add +41.9% | 438,294 | $17.8M |
| Clal Insurance Enterprises Holdings Ltd | 0.08% | Reduce -2.5% | 427,879 | $17.4M |
| Wilmington Savings Fund Society, FSB | 0.38% | Reduce -1.1% | 421,095 | $17.1M |
| NewEdge Advisors, LLC | 0.04% | Add +1.4% | 369,468 | $15.0M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -2.9% | 355,329 | $14.5M |
| Pathstone Holdings, LLC | 0.04% | New | 346,048 | $14.1M |
| Atlas Private Wealth Advisors | 3.07% | Add +7.5% | 345,135 | $14.0M |
| Hantz Financial Services, Inc. | 0.18% | Reduce -2.7% | 319,386 | $13.0M |
| Waverly Advisors, LLC | 0.07% | Add +2.1% | 314,489 | $12.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.8% | 308,229 | $12.5M |
| Arcadia Investment Advisors LLC | 5.27% | Reduce -1.2% | 307,362 | $12.5M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 296,901 | $12.1M |
| IAG Wealth Partners, LLC | 1.14% | Add +1.0% | 282,870 | $11.5M |
| Bank of Montreal | 0.00% | Add +2.3% | 279,603 | $11.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.9% | 279,708 | $11.3M |
| UBS Group AG | 0.00% | Reduce -2.2% | 277,979 | $11.3M |
| Whittier Trust Co. | 0.11% | Reduce -2.7% | 268,290 | $11.0M |
| Friday Financial | 2.86% | Add +1.1% | 265,560 | $10.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.0% | 256,192 | $10.4M |
| Kingsview Wealth Management, LLC | 0.12% | Add +17.7% | 243,680 | $9.9M |
| Portus Wealth Advisors, LLC | 7.38% | Reduce -21.2% | 220,496 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.8% | 220,363 | $9.0M |
| Savant Capital, LLC | 0.03% | Add +102.2% | 229,701 | $8.9M |
| Nicolet Bankshares Inc. | 0.27% | Add +8.8% | 211,015 | $8.6M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 199,000 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 190,834 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 186,518 | $7.6M |
| Courage Miller Partners, LLC | 2.00% | Reduce -1.2% | 186,320 | $7.6M |
| Tobias Financial Advisors, Inc. | 0.95% | Add +0.1% | 183,600 | $7.5M |
| Brady Martz Wealth Solutions, LLC | 1.09% | Reduce -0.3% | 177,774 | $7.2M |
| CVFG LLC | 0.74% | Reduce -0.9% | 172,132 | $7.0M |
| Mariner, LLC | 0.01% | Add +6.7% | 171,959 | $7.0M |
| Clearstead Advisors, LLC | 0.06% | Add +0.1% | 160,157 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.6% | 151,687 | $6.2M |
| Opal Wealth Advisors, LLC | 1.33% | Add +2.1% | 151,249 | $6.2M |
| Valmark Advisers, Inc. | 0.06% | Reduce -1.5% | 148,606 | $6.0M |
| Sterling Group Wealth Management, LLC | 2.36% | Reduce -9.3% | 141,423 | $5.8M |
| Walkner Condon Financial Advisors LLC | 0.66% | Add +1.2% | 140,659 | $5.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -48.1% | 137,269 | $5.6M |
| TD Private Client Wealth LLC | 0.10% | Add +18.7% | 136,630 | $5.6M |
| CWC Advisors, LLC. | 2.44% | Reduce -2.5% | 135,144 | $5.5M |
| Montecito Bank & Trust | 0.79% | Reduce -0.7% | 129,973 | $5.3M |
| Midwest Trust Co | 0.06% | Reduce -0.1% | 129,527 | $5.3M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.1% | 128,892 | $5.2M |
| Focus Partners Wealth | 0.01% | Reduce -0.9% | 126,394 | $5.1M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -3.8% | 111,244 | $4.5M |
| Novem Group | 0.45% | Add +2.7% | 109,572 | $4.5M |
| Tiemann Investment Advisors, LLC | 1.58% | Reduce -1.0% | 107,193 | $4.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -18.0% | 101,084 | $4.1M |
| Chesley Taft & Associates LLC | 0.15% | Add +12.7% | 97,497 | $4.0M |
| Jane Street Group, LLC | 0.00% | Reduce -94.2% | 92,809 | $3.8M |
| BTC Capital Management, Inc. | 0.23% | No change | 91,457 | $3.7M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +6.0% | 88,895 | $3.6M |
| Focus Financial Network, Inc. | 0.11% | Reduce -5.0% | 85,375 | $3.5M |
| AQR Capital Management | 0.00% | Add +3.1% | 84,047 | $3.4M |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 82,795 | $3.4M |
| Cerity Partners Retirement Plan Advisors LLC | 1.40% | Add +17.9% | 82,743 | $3.4M |
| Freestone Capital Holdings, LLC | 0.09% | No change | 81,041 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.3% | 77,425 | $3.1M |
| First American Trust, FSB | 0.19% | Reduce -0.6% | 77,123 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.1% | 76,028 | $3.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 73,133 | $3.0M |
| Meridian Investment Counsel Inc. | 0.61% | Reduce -1.4% | 70,239 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 69,818 | $2.8M |
| Ironsides Asset Advisors, LLC | 0.66% | Reduce -2.0% | 69,130 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +67.6% | 68,146 | $2.8M |
| Meitav Investment House Ltd. | 0.02% | Add +22.8% | 64,494 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.8% | 59,081 | $2.4M |
| HHM Wealth Advisors, LLC | 0.23% | Reduce -5.1% | 56,539 | $2.3M |
| Sei Investments Co. | 0.00% | Add +1.7% | 55,086 | $2.2M |
| Jupiter Topco LLC | 0.00% | — | 53,676 | $2.2M |
| Old Mission Capital LLC | 0.05% | New | 52,534 | $2.1M |
| Eastern Bank | 0.03% | Reduce -6.3% | 51,952 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +12.4% | 50,934 | $2.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.4% | 50,614 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.17% | No change | 49,665 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.8% | 48,228 | $2.0M |
| Belpointe Asset Management LLC | 0.06% | Add +36.1% | 44,359 | $1.8M |
| Creative Planning | 0.00% | Add +7.3% | 44,354 | $1.8M |
| Bailard, Inc. | 0.03% | Reduce -3.3% | 41,141 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 38,709 | $1.6M |
| Tradition Wealth Management, LLC | 0.09% | Add +1.1% | 37,808 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -10.6% | 37,635 | $1.5M |
| Laraway Financial Advisors Inc | 0.90% | Reduce -1.4% | 36,343 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.4% | 32,644 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.24% | Reduce -1.9% | 30,603 | $1.2M |
| Bragg Financial Advisors, Inc | 0.03% | No change | 30,041 | $1.2M |
| Financial Consulate, Inc. | 0.13% | Add +0.1% | 29,657 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +20.2% | 29,205 | $1.2M |
| HBK Sorce Advisory LLC | 0.02% | No change | 28,022 | $1.2M |
| Fulton Bank, N.A. | 0.03% | Add +64.5% | 27,965 | $1.1M |
| Sage Financial Group Inc. | 0.06% | Add +0.6% | 25,978 | $1.1M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.6% | 25,876 | $1.1M |
| US Bancorp \de | 0.00% | Add +1.3% | 25,177 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | — | 24,661 | $1.0M |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -8.8% | 26,562 | $972K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 23,790 | $968K |
| Wedbush Securities Inc. | 0.02% | Add +10.5% | 23,414 | $952K |
| BBR Partners, LLC | 0.04% | No change | 23,341 | $949K |
| Rare Wolf Capital LLC | 0.56% | No change | 21,298 | $866K |
| Midwest Capital Advisors, LLC | 0.34% | Add +2.8% | 20,707 | $842K |
| Kagan Cocozza Asset Management | 0.51% | Reduce -4.6% | 20,125 | $818K |
| Baker Tilly Wealth Management, LLC | 0.17% | No change | 19,306 | $785K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 18,846 | $766K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +14.3% | 18,171 | $739K |
| Western Wealth Management, LLC | 0.02% | Reduce -20.5% | 17,915 | $729K |
| Nuveen, LLC | 0.00% | New | 17,664 | $718K |
| Bokf, NA | 0.01% | No change | 17,553 | $714K |
| Iowa State Bank | 0.12% | No change | 17,346 | $705K |
| Simplicity Wealth,LLC | 0.02% | Add +20.8% | 16,830 | $684K |
| Ethic Inc. | 0.01% | No change | 16,214 | $659K |
| Johnson Investment Counsel Inc. | 0.00% | Add +8.2% | 15,965 | $649K |
| WFA of San Diego, LLC | 0.53% | Reduce -11.6% | 15,448 | $644K |
| FMR LLC | 0.00% | Add +17.8% | 15,817 | $643K |
| Kure Advisory, LLC | 0.30% | No change | 15,762 | $641K |
| Clarity Capital Advisors, LLC | 0.26% | No change | 15,388 | $626K |
| SMI Advisory Services, LLC | 0.10% | Reduce -0.1% | 14,684 | $601K |
| Towneley Capital Management, Inc / DE | 0.12% | Add +0.5% | 14,514 | $590K |
| First Commonwealth Financial Corp | 0.08% | Reduce -20.5% | 14,379 | $585K |
| Private Trust Co. NA | 0.05% | Add +0.6% | 13,924 | $566K |
| Fortis Capital Advisors, LLC | 0.06% | Add +13.8% | 13,894 | $565K |
| VestGen Advisors, LLC | 0.02% | Reduce -15.3% | 13,849 | $563K |
| Blair William & Co. | 0.00% | Add +1.0% | 13,770 | $560K |
| Bank of New York Mellon Corp | 0.00% | Add +15.1% | 13,655 | $555K |
| Vestia Personal Wealth Advisors | 0.22% | No change | 13,580 | $552K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.9% | 13,508 | $549K |
| SpringVest Wealth Management LLC | 0.34% | Reduce -1.0% | 13,384 | $544K |
| Corient Private Wealth LP | 0.00% | Reduce -70.3% | 13,291 | $541K |
| Mitchell Capital Management Co. | 0.08% | Reduce -0.8% | 13,030 | $530K |
| Security National Bank of So Dak | 0.24% | No change | 12,977 | $528K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 12,596 | $512K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.6% | 12,511 | $509K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.3% | 12,136 | $494K |
| Radnor Capital Management, LLC | 0.07% | No change | 12,000 | $488K |
| MAI Capital Management | 0.00% | No change | 11,426 | $465K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -2.1% | 11,383 | $463K |
| Betterment LLC | 0.00% | Reduce -7.4% | 11,279 | $459K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.9% | 10,804 | $439K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 10,582 | $430K |
| Highview Capital Management LLC | 0.12% | No change | 10,541 | $429K |
| Wealth Alliance Advisory Group, LLC | 0.06% | Reduce -78.1% | 10,375 | $422K |
| Stegner Investment Associates Inc. | 0.20% | Add +8.9% | 10,178 | $414K |
| DMC Group, LLC | 0.28% | Add +23.4% | 10,148 | $413K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.5% | 10,119 | $412K |
| FSM Wealth Advisors, LLC | 0.04% | Add +0.1% | 10,031 | $408K |
| Lantern Wealth Advisors, LLC | 0.19% | No change | 9,950 | $405K |
| Key Financial Inc | 0.07% | No change | 9,815 | $399K |
| M&T Bank Corp | 0.00% | Reduce -3.8% | 9,658 | $393K |
| Strategic Financial Concepts, LLC | 0.12% | Add +1.8% | 9,632 | $392K |
| Avestar Capital, LLC | 0.02% | No change | 9,363 | $381K |
| Krilogy Financial LLC | 0.01% | Add +0.3% | 9,241 | $376K |
| Choreo, LLC | 0.00% | No change | 9,195 | $374K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 8,756 | $356K |
| ARS Investment Partners, LLC | 0.02% | No change | 8,579 | $349K |
| Cresset Asset Management, LLC | 0.00% | New | 8,562 | $348K |
| Todd Asset Management LLC | 0.01% | Add +35.0% | 8,483 | $345K |
| PFG Investments, LLC | 0.01% | New | 8,370 | $340K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 8,350 | $340K |
| Sentry LLC | 0.09% | No change | 8,250 | $336K |
| Glassman Wealth Services | 0.04% | Reduce -2.5% | 7,856 | $320K |
| Renaissance Group LLC | 0.01% | New | 7,663 | $312K |
| BIP Wealth, LLC | 0.01% | Reduce -4.4% | 7,382 | $300K |
| Center For Asset Management LLC | 0.13% | No change | 7,097 | $289K |
| Sage Mountain Advisors LLC | 0.02% | No change | 7,067 | $287K |
| Goelzer Investment Management, Inc. | 0.01% | Add +1.1% | 7,045 | $287K |
| Cooke Wealth Management, LLC | 0.23% | Add +21.7% | 7,007 | $285K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.5% | 6,987 | $284K |
| Pinion Investment Advisors, LLC | 0.05% | No change | 6,979 | $284K |
| GoalVest Advisory LLC | 0.05% | No change | 6,979 | $284K |
| Geneos Wealth Management Inc. | 0.01% | Add +64.6% | 6,862 | $279K |
| Old National Bancorp | 0.01% | New | 6,811 | $277K |
| Matrix Private Capital Group LLC | 0.12% | No change | 6,800 | $277K |
| Penney Financial, LLC | 0.09% | No change | 6,540 | $266K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,490 | $264K |
| RVW Wealth, LLC | 0.02% | No change | 6,425 | $261K |
| Smith & Howard Wealth Management, LLC | 0.05% | No change | 6,411 | $261K |
| Wealthgarden F.S. LLC | 0.15% | Reduce -2.5% | 6,387 | $260K |
| Sharkey, Howes & Javer | 0.03% | No change | 6,324 | $257K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -3.1% | 6,285 | $256K |
| Deutsche Bank AG | 0.00% | No change | 6,149 | $250K |
| First National Trust Co | 0.01% | No change | 5,918 | $241K |
| Chapman Financial Group, LLC | 0.16% | No change | 5,775 | $235K |
| Dakota Wealth Management | 0.00% | Reduce -79.2% | 5,659 | $230K |
| Redwood Financial Network Corp | 0.13% | New | 5,657 | $230K |
| Vise Technologies, Inc. | 0.00% | New | 5,558 | $226K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | New | 5,474 | $223K |
| Brighton Jones LLC | 0.00% | New | 5,423 | $221K |
| Regions Financial Corp. | 0.00% | New | 5,414 | $220K |
| Rockland Trust Co. | 0.01% | New | 5,397 | $219K |
| Grey Ledge Advisors, LLC | 0.04% | Add +0.0% | 5,245 | $213K |
| National Philanthropic Trust | 0.00% | New | 5,241 | $213K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5,225 | $213K |
| Northwest Bancshares, Inc. | 0.04% | New | 5,167 | $210K |
| Drucker Wealth 3.0, LLC | 0.03% | New | 5,137 | $209K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -30.2% | 5,113 | $208K |
| WASHINGTON TRUST Co | 0.01% | New | 5,025 | $204K |
| JFS Wealth Advisors, LLC | 0.01% | Add +5.2% | 5,005 | $204K |
| First Pacific Financial | 0.02% | Add +1.2% | 4,397 | $179K |
| 10Elms LLP | 0.08% | Add +14.0% | 4,200 | $171K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -22.1% | 3,474 | $139K |
| Private Wealth Management Group, LLC | 0.03% | No change | 3,200 | $130K |
| Napier Financial, LLC | 0.03% | No change | 3,079 | $125K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.1% | 3,075 | $125K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 2,903 | $118K |
| Basepoint Wealth LLC | 0.06% | Add +1.2% | 2,535 | $103K |
| BlackRock, Inc. | 0.00% | Add +310.7% | 2,505 | $102K |
| SYM FINANCIAL Corp | 0.01% | New | 2,175 | $88K |
| Tsfg, LLC | 0.01% | No change | 1,969 | $80K |
| Lavaca Capital LLC | 0.01% | New | 1,946 | $79K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,717 | $69K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,483 | $60K |
| Chilton Capital Management LLC | 0.00% | No change | 1,397 | $57K |
| First Community Trust NA | 0.02% | No change | 1,312 | $53K |
| Newton One Investments LLC | 0.01% | Reduce -1.6% | 1,297 | $53K |
| Main Street Group, LTD | 0.01% | Add +0.2% | 1,285 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | Add +38.6% | 1,292 | $52K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +24.1% | 1,191 | $48K |
| Tradewinds Capital Management, LLC | 0.01% | Add +75.8% | 1,044 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,039 | $42K |
| Synergy Investment Management, LLC | 0.01% | Reduce -42.3% | 963 | $39K |
| Vanguard Advisers Inc. | 0.00% | Reduce -53.3% | 916 | $37K |
| Blue Trust, Inc. | 0.00% | Reduce -2.3% | 838 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.5% | 786 | $32K |
| Vima LLC | 0.03% | — | 750 | $31K |
| MCF Advisors LLC | 0.00% | No change | 667 | $27K |
| SouthState Bank Corp | 0.00% | New | 621 | $25K |
| Signaturefd, LLC | 0.00% | No change | 561 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +49.2% | 540 | $22K |
| MTM Investment Management, LLC | 0.01% | No change | 528 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 523 | $21K |
| Smithfield Trust Co | 0.00% | New | 526 | $21K |
| Assetmark, Inc. | 0.00% | Reduce -11.1% | 480 | $20K |
| BankPlus Trust Department | 0.00% | No change | 468 | $19K |
| Clean Yield Group | 0.00% | No change | 462 | $19K |
| Investors Research Corp | 0.00% | No change | 430 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 374 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 360 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 331 | $13K |
| Joseph Group Capital Management | 0.00% | No change | 322 | $13K |
| Angeles Wealth Management, LLC | 0.00% | No change | 305 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 242 | $10K |
| Davis Capital Management | 0.01% | No change | 238 | $10K |
| Vanguard National Trust Co | 0.00% | No change | 200 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -85.3% | 170 | $7K |
| Spire Wealth Management | 0.00% | No change | 154 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.9% | 105 | $4K |
| Compass Financial Management LLC | 0.00% | — | 94 | $4K |
| Allworth Financial LP | 0.00% | New | 50 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 25 | $1K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 23 | $935 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -87.7% | 18 | $732 |
"% 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.