Question 1

How many shares of CWI does Merit Financial Group, LLC own?

Accepted Answer

As of 2026-Q1, Merit Financial Group, LLC holds 3.5M shares of CWI (SPDR INDEX SHS FDS).

Question 2

What is Merit Financial Group, LLC's CWI position worth?

Accepted Answer

As of 2026-Q1, Merit Financial Group, LLC's CWI position is worth $127.6M.

Question 3

Is Merit Financial Group, LLC buying or selling CWI?

Accepted Answer

In 2026-Q1, Merit Financial Group, LLC increased their CWI position (+9.5% change in shares).

Question 4

When did Merit Financial Group, LLC first buy CWI?

Accepted Answer

Based on available 13F filings, Merit Financial Group, LLC first reported a position in CWI in 2024-Q2. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	3.5M	+9.5%	$127.6M	0.9%	$37.81	47
2025-Q4	Increased	3.2M	+14.0%	$114.4M	0.9%	$36.09	48
2025-Q3	Increased	2.8M	+911.3%	$97.6M	0.9%	$34.10	68
2025-Q2	Increased	276,442	+0.1%	$9M	0.1%	$32.00	33
2025-Q1	Increased	276,121	+1.5%	$8.2M	0.1%	$28.85	33
2024-Q4	Increased	272,158	+23.6%	$7.6M	0.1%	$27.06	40
2024-Q3	Decreased	220,209	-17.9%	$6.7M	0.1%	$29.23	0
2024-Q2	Increased	268,224	+1.3%	$7.6M	0.2%	$27.05	33

CWIShowing 8 of 17 quarters

CWI
Showing 8 of 17 quarters