AE Wealth Management LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1697723
TOPEKA, KS
Position in CWI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$305,599
+$61,201 QoQ
Shares Held
8,352
+22.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,599 | 8,352 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $244,398 | 6,804 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $139,190 | 3,986 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $94,746 | 2,901 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $128,760 | 4,353 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,871 | 67 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $6,889,061 | 254,773 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,549,101 | 222,945 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,928,844 | 226,898 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,362,061 | 130,667 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,719,501 | 113,030 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $312,397 | 13,137 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $352,751 | 12,818 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $346,883 | 11,835 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||