Capital Investment Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1582732
ATLANTA, GA
Position in CWI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,230,572
-$234,930 QoQ
Shares Held
115,621
-7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,230,572 | 115,621 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,465,502 | 124,318 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,813,962 | 109,220 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,708,869 | 113,560 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,427,079 | 115,858 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,353,694 | 120,032 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,661,992 | 120,302 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,546,450 | 125,272 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,818,266 | 134,446 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,853,903 | 142,526 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $3,731,931 | 149,937 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,112,679 | 157,393 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $4,110,882 | 159,770 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,932,029 | 163,426 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $3,560,162 | 167,853 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $4,190,749 | 176,230 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $4,970,855 | 180,627 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,456,232 | 186,156 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $5,481,355 | 189,208 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,744,009 | 190,199 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,642,624 | 195,179 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,425,897 | 196,235 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $4,729,408 | 196,649 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,504,694 | 198,795 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,992,846 | 202,477 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||