Montecito Bank & Trust
BankPosition in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1422508
SANTA BARBARA, CA
Position in CWI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,787,764
+$294,496 QoQ
Shares Held
130,849
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,787,764 | 130,849 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $4,493,268 | 125,091 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $4,479,607 | 128,282 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $3,682,147 | 124,481 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $3,562,377 | 127,501 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $3,712,492 | 121,961 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $3,766,079 | 133,030 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,116,863 | 144,960 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,887,215 | 143,758 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,566,841 | 183,481 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,812,230 | 184,165 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,794,219 | 186,328 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,081,182 | 211,188 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $4,817,023 | 227,111 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,343,865 | 224,721 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,354,481 | 376,253 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $11,105,646 | 378,903 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $9,698,575 | 334,780 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $10,562,872 | 349,764 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $8,493,497 | 293,791 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,698,008 | 278,409 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $6,102,158 | 253,728 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $5,836,445 | 257,566 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $11,220,541 | 568,993 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||