How many shares of CWI does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 355,329 shares of CWI (SPDR INDEX SHS FDS).

What is Sequoia Financial Advisors, LLC's CWI position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's CWI position is worth $14.5M.

Is Sequoia Financial Advisors, LLC buying or selling CWI?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their CWI position (-2.9% change in shares).

When did Sequoia Financial Advisors, LLC first buy CWI?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in CWI in 2019-Q1. They have held the position across 30 quarters.

Back to

Sequoia Financial Advisors, LLC

CWI
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in SPDR INDEX SHS FDS

Current Value

$14.5M

Current Shares

355,329

Total Value Change

-$16.5M

Total Shares Change

-499,245

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	355,329	-2.9%	$14.5M	0.1%	$40.67	0
2026-Q1	Decreased	365,888	-1.4%	$13.4M	0.1%	$37.81	0
2025-Q4	Decreased	371,122	-0.6%	$13.3M	0.1%	$36.09	0
2025-Q3	Decreased	373,502	-0.8%	$13M	0.1%	$34.10	0
2025-Q2	Decreased	376,350	-28.6%	$12.3M	0.1%	$32.00	0
2025-Q1	Decreased	526,868	-3.0%	$15.6M	0.1%	$28.85	0
2024-Q4	Decreased	543,197	-2.1%	$15.2M	0.1%	$27.06	0
2024-Q3	Decreased	554,929	-2.9%	$16.9M	0.2%	$29.23	0
2024-Q2	Decreased	571,466	-11.8%	$16.2M	0.2%	$27.05	0
2024-Q1	Decreased	647,866	-2.1%	$18.4M	0.2%	$26.74	0
2023-Q4	Decreased	661,552	-5.6%	$17.9M	0.2%	$25.46	0
2023-Q3	Decreased	700,553	-1.6%	$17.4M	0.3%	$23.13	0
2023-Q2	Decreased	711,844	-4.9%	$18.6M	0.3%	$24.04	0
2023-Q1	Decreased	748,540	-10.3%	$19.3M	0.4%	$23.47	0
2022-Q4	Decreased	834,540	-1.0%	$20.1M	0.5%	$22.00	0
2022-Q3	Decreased	842,863	-5.3%	$17.9M	0.6%	$19.21	0
2022-Q2	Decreased	890,149	-5.5%	$21.2M	0.6%	$21.56	0
2022-Q1	Decreased	941,549	-1.3%	$25.9M	0.6%	$24.79	0
2021-Q4	Increased	954,360	+172.5%	$28M	0.8%	$26.03	65
2021-Q3	Decreased	350,181	-63.2%	$10.1M	1.0%	$25.31	0
2021-Q2	Increased	950,759	+4.3%	$28.7M	1.0%	$26.55	47
2021-Q1	Decreased	912,032	-14.4%	$26.4M	1.1%	$25.00	0
2020-Q4	Decreased	1.1M	-2.6%	$29.5M	1.3%	$24.04	0
2020-Q3	Decreased	1.1M	-10.1%	$26.3M	1.4%	$20.52	0
2020-Q2	Decreased	1.2M	-12.7%	$27.6M	1.6%	$19.38	0
2020-Q1	Increased	1.4M	+9.2%	$27.5M	2.0%	$16.72	54
2019-Q4	Increased	1.3M	+4.5%	$32.9M	2.1%	$21.67	52
2019-Q3	Increased	1.2M	+23.1%	$29.3M	2.1%	$19.93	60
2019-Q2	Increased	991,336	+16.0%	$36.4M	2.7%	$20.32	57
2019-Q1	New	854,574	-	$30.9M	2.5%	$19.73	75

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

CWI30 quarters

CWI
30 quarters