Creative Planning
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1540235
OVERLAND PARK, KS
Position in CWI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,803,877
+$292,125 QoQ
Shares Held
44,354
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 89 holders
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,803,877 | 44,354 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,511,752 | 41,316 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,606,773 | 44,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,351,019 | 38,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,236,997 | 37,875 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,145,367 | 38,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,026,320 | 36,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,393,086 | 45,765 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $949,602 | 33,543 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,042,138 | 36,695 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $459,544 | 16,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $309,731 | 12,444 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $228,715 | 8,753 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $260,670 | 10,131 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $305,345 | 12,691 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $218,096 | 7,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $206,811 | 7,056 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||