CWC Advisors, LLC.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1520683
LAKE OSWEGO, OR
Position in CWI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$5,069,910
+$138,346 QoQ
Shares Held
138,560
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,069,910 | 138,560 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,931,564 | 137,293 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,728,691 | 135,415 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,335,549 | 132,748 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,712,112 | 125,494 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||