HHM Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1750086
CHATTANOOGA, TN
Position in CWI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,179,812
-$57,070 QoQ
Shares Held
59,574
-4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,179,812 | 59,574 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,236,882 | 62,274 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,433,889 | 69,699 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,376,962 | 72,779 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,341,523 | 79,159 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,211,702 | 79,159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,425,124 | 79,669 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,510,360 | 88,674 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,518,341 | 88,674 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,486,571 | 91,959 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,355,689 | 94,644 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,473,047 | 94,644 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,435,190 | 94,644 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,277,134 | 94,644 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,007,399 | 94,644 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,250,634 | 94,644 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,604,602 | 94,644 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,774,015 | 94,644 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,741,836 | 94,644 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,858,248 | 94,644 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||