How many shares of CWI does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 802,257 shares of CWI (SPDR INDEX SHS FDS).

What is ENVESTNET ASSET MANAGEMENT INC's CWI position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's CWI position is worth $32.6M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling CWI?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their CWI position (+8.9% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy CWI?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in CWI in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

CWI
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in SPDR INDEX SHS FDS

Current Value

$32.6M

Current Shares

802,257

Total Value Change

+$30.4M

Total Shares Change

+735,727

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	802,257	+8.9%	$32.6M	0.0%	$40.67	32
2026-Q1	Increased	736,454	+21.0%	$26.9M	0.0%	$37.81	34
2025-Q4	Decreased	608,823	-5.3%	$21.9M	0.0%	$36.09	0
2025-Q3	Increased	642,542	+4.0%	$22.4M	0.0%	$34.10	30
2025-Q2	Increased	617,595	+0.6%	$20.2M	0.0%	$32.00	28
2025-Q1	Increased	613,958	+4.0%	$18.2M	0.0%	$28.85	29
2024-Q4	Increased	590,285	+61.3%	$16.5M	0.0%	$27.06	41
2024-Q3	Decreased	366,043	-58.9%	$11.1M	0.0%	$29.23	0
2024-Q2	Decreased	890,055	-3.2%	$25.2M	0.0%	$27.05	0
2024-Q1	Increased	919,168	+153.1%	$26.1M	0.0%	$26.74	46
2023-Q4	Decreased	363,101	-15.1%	$9.8M	0.0%	$25.46	0
2023-Q3	Decreased	427,604	-4.4%	$10.6M	0.0%	$23.13	0
2023-Q2	Increased	447,075	+4.5%	$11.7M	0.0%	$24.04	29
2023-Q1	Decreased	427,942	-1.5%	$11M	0.0%	$23.47	0
2022-Q4	Decreased	434,413	-10.0%	$10.5M	0.0%	$22.00	0
2022-Q3	Increased	482,448	+38.6%	$10.2M	0.0%	$19.21	37
2022-Q2	Decreased	348,115	-8.0%	$8.3M	0.0%	$21.56	0
2022-Q1	Decreased	378,330	-4.2%	$10.4M	0.0%	$24.79	0
2021-Q4	Decreased	394,808	-1.6%	$11.6M	0.0%	$26.03	0
2021-Q3	Increased	401,070	+1.0%	$11.6M	0.0%	$25.31	28
2021-Q2	Increased	397,250	+2.4%	$12M	0.0%	$26.55	29
2021-Q1	Increased	387,964	+9.4%	$11.2M	0.0%	$25.00	30
2020-Q4	Increased	354,532	+3.2%	$9.8M	0.0%	$24.04	29
2020-Q3	Increased	343,564	+18.4%	$8.3M	0.0%	$20.52	32
2020-Q2	Decreased	290,094	-4.7%	$6.6M	0.0%	$19.38	0
2020-Q1	Increased	304,305	+24.3%	$6M	0.0%	$16.72	33
2019-Q4	Decreased	244,885	-92.4%	$6.3M	0.0%	$21.67	0
2019-Q3	Increased	3.2M	+2826.3%	$77.4M	0.1%	$19.93	48
2019-Q2	Increased	110,055	+33.1%	$4M	0.0%	$20.32	34
2019-Q1	Increased	82,701	+24.3%	$3M	0.0%	$19.73	32
2018-Q4	New	66,530	-	$2.2M	0.0%	$17.83	36

Other major holders of CWI: BANK OF AMERICA CORP /DE/

CWI31 quarters

CWI
31 quarters