Gladstone Institutional Advisory LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1766530
Bedminster, NJ
Position in CWI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$387,195
+$7,090 QoQ
Shares Held
10,582
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,195 | 10,582 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $380,105 | 10,582 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $369,523 | 10,582 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $345,608 | 10,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $295,297 | 9,983 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $278,925 | 9,983 | Shares | Sole | 2025-01-29 | |
| 2022-06-30 | $280,057 | 11,777 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $370,556 | 13,465 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $400,638 | 13,669 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $224,778 | 7,759 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $513,770 | 22,673 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $907,060 | 45,997 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||