Valmark Advisers, Inc.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1380443
AKRON, OH
Position in CWI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,517,808
+$316,664 QoQ
Shares Held
150,801
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,517,808 | 150,801 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,201,144 | 144,798 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,112,672 | 146,411 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,678,185 | 143,239 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,268,985 | 144,320 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,997,655 | 143,080 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,397,727 | 144,472 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,126,437 | 145,759 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,000,850 | 140,875 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,862,177 | 142,832 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,588,963 | 144,193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,762,902 | 144,007 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,765,199 | 146,335 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,574,209 | 148,554 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,029,445 | 142,831 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,402,228 | 143,071 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,154,309 | 150,956 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,387,062 | 149,678 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,236,370 | 146,233 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,214,953 | 139,568 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,911,580 | 135,302 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,676,288 | 132,958 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,689,799 | 153,422 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,293,934 | 189,494 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,295,311 | 217,815 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||