Merit Financial Group, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1621225
ALPHARETTA, GA
Position in CWI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$127,647,872
+$13,206,106 QoQ
Shares Held
3,488,600
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,647,872 | 3,488,600 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $114,441,766 | 3,186,018 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $97,621,723 | 2,795,582 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,028,595 | 276,442 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,167,659 | 276,121 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,604,094 | 272,158 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,703,161 | 220,209 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,593,421 | 268,224 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,521,172 | 264,830 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,236,255 | 267,613 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,283,953 | 252,469 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,674,751 | 255,444 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,608,132 | 256,826 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,061,941 | 251,951 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $493,471 | 23,266 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $572,337 | 24,068 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,901,349 | 287,113 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||