Spdr Index Shs Fds (CWI) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Spdr Index Shs Fds (CWI) following the 2026 Q2 hedge fund 13F filings?

As of today, CWI has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (June 30, 2026), CWI gained +2.5% vs +3.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Spdr Index Shs Fds (CWI)

274 + Investors. Track Smart Money conviction in CWI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CWI

Based on 275 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added CWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

275 hedge funds hold CWI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+42 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

117 buying112 selling

Last quarter: 117 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new CWI position: 23 → 37 → 22 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new

167 out of 275 hedge funds have held CWI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~30 new funds/quarter

32 → 23 → 37 → 22 → 30 new funds/Q

New funds entering each quarter: 23 → 37 → 22 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 23% new

Entry-cohort mix of 275 holders: 178 (65%) are 2+ year veterans, 35 entered 1–2 years ago, and 62 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

22 of 275 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	274	266	3.01%
13F Shares	55M	55M	-1.06%
Total Value	$2.18B	$1.97B	11.12%
New Positions	30	22	+8
Increased Positions	86	87	-1
Closed Positions	22	16	+6
Reduced Positions	91	71	+20
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

274

266

3.01%

13F Shares

55M

-1.06%

Total Value

$2.18B

$1.97B

11.12%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

+20

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

274 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CWI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Portus Wealth Advisors, LLC	7.38%	220,496	$9.0M
2	Arcadia Investment Advisors LLC	5.27%	307,362	$12.5M
3	Pitcairn Wealth Advisors LLC	4.40%	988,601	$40.2M
4	Hengehold Capital Management LLC	3.83%	1,214,749	$49.4M
5	Stonebrook Private Inc.	3.25%	438,294	$17.8M
6	Lodestar Private Asset Management LLC	3.15%	895,548	$36.4M
7	Atlas Private Wealth Advisors	3.07%	345,135	$14.0M
8	Friday Financial	2.86%	265,560	$10.7M
9	CWC Advisors, LLC.	2.44%	135,144	$5.5M
10	Sterling Group Wealth Management, LLC	2.36%	141,423	$5.8M
11	Avantax Planning Partners, Inc.	2.30%	2,270,916	$92.4M
12	Courage Miller Partners, LLC	2.00%	186,320	$7.6M
13	GLOBALT Investments LLC / GA	1.99%	1,449,863	$59.0M
14	Tiemann Investment Advisors, LLC	1.58%	107,193	$4.4M
15	Cerity Partners Retirement Plan Advisors LLC	1.40%	82,743	$3.4M
16	Opal Wealth Advisors, LLC	1.33%	151,249	$6.2M
17	Jacobi Capital Management LLC	1.25%	628,879	$25.6M
18	IAG Wealth Partners, LLC	1.14%	282,870	$11.5M
19	Brady Martz Wealth Solutions, LLC	1.09%	177,774	$7.2M
20	Tobias Financial Advisors, INC.	0.95%	183,600	$7.5M
21	Merit Financial Group, LLC	0.93%	3,751,310	$152.6M
22	Laraway Financial Advisors Inc	0.90%	36,343	$1.5M
23	Montecito Bank & Trust	0.79%	129,973	$5.3M
24	Cvfg LLC	0.74%	172,132	$7.0M
25	Ironsides Asset Advisors, LLC	0.66%	69,130	$2.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Spdr Index Shs Fds (CWI)

What does the Smart Money Trend signal show for CWI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CWI?

Slight buying edge — 51% buying: Last quarter: 117 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CWI holders?

Elite ownership — 42% AUM from top-100 funds: 22 of 275 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CWI?

61% of holders stayed for 2+ years: 167 out of 275 hedge funds have held CWI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Spdr Index Shs Fds (CWI) following the 2026 Q2 hedge fund 13F filings?

As of today, CWI has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (June 30, 2026), CWI has gained +2.5% vs +3.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Spdr Index Shs Fds (CWI)

Smart Money Signals — CWI

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 51% buying

More new buyers each quarter (+8 vs last Q)

61% of holders stayed for 2+ years

Steady discovery — ~30 new funds/quarter

Veteran-anchored — 65% veterans vs 23% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — CWI

Hedge Fund Ownership: CWI

Market Analysis: CWI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CWI

Is It Too Late to Buy Spdr Index Shs Fds (CWI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CWI

Statistics: CWI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Index Shs Fds (CWI)

Welcome to 13Foresight!