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HBK Sorce Advisory LLC

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 1379995 ERIE, PA

Position in CWI

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$1,025,324
+$11,411 QoQ
Shares Held
28,022
-0.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CWI Over Time

Shares Held

Position Value (USD)

All Filings in CWI

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,025,324 28,022
2025-12-31 $1,013,913 28,227
2025-09-30 $1,041,942 29,838
2025-06-30 $1,154,922 35,362
2025-03-31 $1,134,955 38,369
2024-12-31 $1,073,119 38,408
2024-09-30 $1,209,381 39,730
2024-06-30 $1,125,973 39,773
2024-03-31 $1,163,661 40,974
2023-12-31 $1,154,526 42,697
2023-09-30 $1,064,420 42,765
2023-06-30 $1,130,828 43,277
2023-03-31 $1,150,182 44,702
2022-12-31 $2,462,492 102,348
2022-09-30 $1,071,444 50,516
2022-06-30 $1,212,137 50,973
2022-03-31 $1,450,524 52,708
2021-12-31 $1,573,126 53,672
2021-09-30 $1,707,665 58,946
2021-06-30 $1,791,343 59,316
2021-03-31 $1,735,149 60,019
2020-12-31 $1,842,153 66,624
2020-09-30 $1,697,665 70,589
2020-06-30 $1,693,336 74,728
2020-03-31 $2,885,903 146,344