Position history for Merit Financial Group, LLC's holdings in SPDR INDEX SHS FDS
Merit Financial Group, LLC holds 3.2M shares of CWI (SPDR INDEX SHS FDS), worth $114.4M as of 2025-Q4. The position was increased (++14.0% shares). CWI represents 0.9% of Merit Financial Group, LLC's portfolio.
Current Value
$114.4M
Current Shares
3.2M
Total Value Change
+$106.8M
Total Shares Change
+2.9M
Other major holders of CWI: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
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 |