Steward Partners Investment Advisory, LLC

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 1723397 STAMFORD, CT

Position in CWI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,092,058

+$277,922 QoQ

Shares Held

76,028

-1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#32

of 89 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,092,058	76,028	-1.1%	Shares	Sole	2026-08-13
2026-03-31	$2,814,136	76,910	+0.0%	Shares	Sole	2026-05-08
2025-12-31	$2,762,176	76,898	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$2,681,751	76,797	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$2,564,561	78,523	-1.0%	Shares	Sole	2025-08-12
2025-03-31	$2,345,102	79,280	-3.7%	Shares	Sole	2025-05-13
2024-12-31	$2,300,411	82,334	-0.4%	Shares	Sole	2025-02-06
2024-09-30	$2,515,287	82,631	-2.1%	Shares	Sole	2024-11-14
2024-06-30	$2,389,533	84,406	+2.6%	Shares	Sole	2024-08-08
2024-03-31	$2,335,530	82,237	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$2,212,872	81,837	+5.3%	Shares	Sole	2024-02-12
2023-09-30	$1,934,873	77,737	+8.6%	Shares	Sole	2023-11-13
2023-06-30	$1,870,568	71,587	+0.6%	Shares	Sole	2023-08-14
2023-03-31	$1,831,641	71,187	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,712,759	71,187	+83.8%	Shares	Sole	2023-02-15
2022-09-30	$821,293	38,722	+64436.7%	Shares	Sole	2022-11-10
2022-06-30	$1,426	60	0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,651	60	-98.0%	Shares	Sole	2022-05-02
2021-12-31	$89,688	3,060	+2.0%	Shares	Sole	2022-02-08
2021-09-30	$86,910	3,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$90,600	3,000	-57.4%	Shares	Sole	2021-08-13
2021-03-31	$203,584	7,042	+134.7%	Shares	Sole	2021-05-14
2020-03-31	$59,160	3,000	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.