Cetera Investment Advisers
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1666741
SCHAUMBURG, IL
Position in CWI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,367,272
+$403,812 QoQ
Shares Held
82,795
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 89 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,367,272 | 82,795 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,963,460 | 80,991 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,903,629 | 80,836 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,774,987 | 79,467 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,494,684 | 45,765 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,268,656 | 42,889 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,203,655 | 43,080 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,244,143 | 40,872 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,240,742 | 43,827 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,253,746 | 44,146 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $498,266 | 18,427 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $463,974 | 18,641 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $698,872 | 26,746 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $716,065 | 27,830 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $700,097 | 29,098 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||