Global Retirement Partners, LLC
PensionPosition in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1749744
San Rafael, CA
All Filings in CWI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,962 | 24,661 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,006,909 | 28,032 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $853,409 | 24,439 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $774,629 | 23,718 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $685,424 | 24,532 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $706,360 | 23,205 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $841,146 | 29,712 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $906,414 | 31,916 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $879,232 | 32,516 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $797,525 | 32,042 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $178,755 | 6,841 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $171,850 | 6,679 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $112,288 | 4,667 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $61,890 | 2,918 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $103,300 | 4,344 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $163,000 | 5,923 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $120,920 | 4,174 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $121,132 | 4,011 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,891 | 100 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,765 | 100 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,405 | 100 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,266 | 100 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,972 | 100 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||