Western Wealth Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1767902
GOLDEN, CO
Position in CWI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$728,603
-$96,245 QoQ
Shares Held
17,915
-20.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#50
of 89 holders
Holding Since
Jun 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,603 | 17,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $824,848 | 22,543 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $612,184 | 17,043 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $595,141 | 17,043 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $523,964 | 16,043 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $385,811 | 13,043 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $364,421 | 13,043 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $397,028 | 13,043 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $369,247 | 13,043 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $370,421 | 13,043 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $393,242 | 14,543 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $474,652 | 19,070 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $498,299 | 19,070 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $464,941 | 18,070 | Shares | Sole | 2023-08-30 | |
| 2021-12-31 | $306,289 | 10,450 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $456,020 | 15,100 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||