Question 1

How many shares of CWI does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 76,028 shares of CWI (SPDR INDEX SHS FDS).

Question 2

What is Steward Partners Investment Advisory, LLC's CWI position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's CWI position is worth $3.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling CWI?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their CWI position (-1.1% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy CWI?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in CWI in 2019-Q2. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	76,028	-1.1%	$3.1M	0.0%	$40.67	0
2026-Q1	Increased	76,910	+0.0%	$2.8M	0.0%	$37.81	26
2025-Q4	Increased	76,898	+0.1%	$2.8M	0.0%	$36.09	26
2025-Q3	Decreased	76,797	-2.2%	$2.7M	0.0%	$34.10	0
2025-Q2	Decreased	78,523	-0.9%	$2.6M	0.0%	$32.00	0
2025-Q1	Decreased	79,280	-3.7%	$2.3M	0.0%	$28.85	0
2024-Q4	Decreased	82,334	-0.4%	$2.3M	0.0%	$27.06	0
2024-Q3	Decreased	82,631	-2.1%	$2.5M	0.0%	$29.23	0
2024-Q2	Increased	84,406	+2.6%	$2.4M	0.0%	$27.05	27
2024-Q1	Increased	82,237	+0.5%	$2.3M	0.0%	$26.74	26
2023-Q4	Increased	81,837	+5.3%	$2.2M	0.0%	$25.46	27
2023-Q3	Increased	77,737	+8.6%	$1.9M	0.0%	$23.13	28
2023-Q2	Increased	71,587	+0.6%	$1.9M	0.0%	$24.04	26
2023-Q1	Unchanged	71,187	0.0%	$1.8M	0.0%	$23.47	0
2022-Q4	Increased	71,187	+83.8%	$1.7M	0.0%	$22.00	40
2022-Q3	Increased	38,722	+644x	$821,000	0.0%	$19.21	40
2022-Q2	Unchanged	60	0.0%	$1,000	0.0%	$21.56	0
2022-Q1	Decreased	60	-98.0%	$2,000	0.0%	$24.79	0
2021-Q4	Increased	3,060	+2.0%	$90,000	0.0%	$26.03	22
2021-Q3	Unchanged	3,000	0.0%	$87,000	0.0%	$25.31	0
2021-Q2	Decreased	3,000	-78.7%	$91,000	0.0%	$26.55	0
2021-Q1	New	14,084	-	$203.8M	0.0%	$25.00	42
2020-Q2	Exited	0	-100.0%	$0	0.0%	$19.38	0
2020-Q1	Decreased	3,000	-52.4%	$59,000	0.0%	$16.72	0
2019-Q4	New	6,297	-	$162,000	0.0%	$21.67	31
2019-Q3	Exited	0	-100.0%	$0	0.0%	$19.93	0
2019-Q2	New	312	-	$11,000	0.0%	$20.32	24

CWI27 quarters

CWI
27 quarters