Glassman Wealth Services
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1642160
VIENNA, VA
Position in CWI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$294,842
+$8,273 QoQ
Shares Held
8,058
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
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 | $294,842 | 8,058 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $286,569 | 7,978 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $278,591 | 7,978 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,561 | 7,978 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $235,989 | 7,978 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $221,033 | 7,911 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $240,810 | 7,911 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $272,313 | 9,619 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $273,179 | 9,619 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $249,335 | 9,221 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $270,330 | 10,861 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $283,797 | 10,861 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $337,963 | 13,135 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $311,697 | 12,955 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $263,216 | 12,410 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $222,461 | 9,355 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $257,449 | 9,355 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||