SMI Advisory Services, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1609008
COLUMBUS, IN
Position in CWI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$537,982
-$35,911 QoQ
Shares Held
14,703
-8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,982 | 14,703 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $573,893 | 15,977 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $573,665 | 16,428 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $543,070 | 16,628 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $514,987 | 17,410 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $497,359 | 17,801 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $546,306 | 17,947 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $515,921 | 18,224 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $533,266 | 18,777 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $605,560 | 22,395 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $566,944 | 22,778 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $655,446 | 25,474 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $620,050 | 25,771 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $546,602 | 25,771 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $469,203 | 19,731 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $542,997 | 19,731 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $582,419 | 19,871 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $744,297 | 25,692 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $790,756 | 26,184 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $782,073 | 27,052 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||