Apollon Wealth Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1764387
MOUNT PLEASANT, SC
Position in CWI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,047,718
-$324,928 QoQ
Shares Held
28,634
-25.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,047,718 | 28,634 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,372,646 | 38,214 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,325,598 | 37,961 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,242,223 | 38,035 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,225,617 | 41,434 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,274,371 | 45,611 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,432,232 | 47,051 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,357,068 | 47,936 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,344,342 | 47,336 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,290,024 | 47,708 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,030,545 | 41,404 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,078,881 | 41,289 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,066,817 | 41,462 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,034,964 | 43,016 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $933,027 | 43,990 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,074,285 | 45,176 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,239,803 | 45,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,275,102 | 43,504 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||