Cerity Partners LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1566475
NEW YORK, NY
Position in CWI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,148,874
+$279,889 QoQ
Shares Held
77,425
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 89 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,148,874 | 77,425 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,868,985 | 78,409 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,924,534 | 81,418 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,775,476 | 79,481 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,805,983 | 85,915 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,557,131 | 86,448 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,440,307 | 87,341 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,012,707 | 98,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $928,624 | 32,802 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $919,563 | 32,379 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $837,401 | 30,969 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $941,463 | 36,030 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $935,053 | 36,341 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $953,257 | 39,620 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $841,294 | 39,665 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $937,645 | 39,430 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $911,187 | 33,110 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,012,689 | 34,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $977,418 | 33,739 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,749,063 | 57,916 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,806,007 | 62,470 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,527,717 | 55,252 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||