Steward Partners Investment Advisory, LLC
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1723397
STAMFORD, CT
All Filings in CWI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,092,058 | 76,028 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,814,136 | 76,910 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,762,176 | 76,898 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,681,751 | 76,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,564,561 | 78,523 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,345,102 | 79,280 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,300,411 | 82,334 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,515,287 | 82,631 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,389,533 | 84,406 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,335,530 | 82,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,212,872 | 81,837 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,934,873 | 77,737 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,870,568 | 71,587 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,831,641 | 71,187 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,712,759 | 71,187 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $821,293 | 38,722 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,426 | 60 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,651 | 60 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $89,688 | 3,060 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $86,910 | 3,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $90,600 | 3,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $203,584 | 7,042 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $59,160 | 3,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||