UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1463217
IRVING, TX
All Filings in CWI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,471 | 50,614 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,937,440 | 52,950 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,151,464 | 59,896 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,349,662 | 67,287 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,253,735 | 69,006 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,348,740 | 79,403 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,219,358 | 79,433 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,538,452 | 83,392 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,418,891 | 85,443 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,814,099 | 99,088 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,011,796 | 111,383 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,824,572 | 153,659 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,133,243 | 158,180 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,038,657 | 156,963 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,995,114 | 166,048 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $4,518,535 | 213,038 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,635,099 | 236,968 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,159,272 | 260,148 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,092,197 | 276,090 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,176,203 | 282,230 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,499,427 | 281,438 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,380,662 | 289,888 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,600,210 | 274,872 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $6,282,172 | 261,213 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,572,388 | 245,913 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,122,486 | 259,761 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||