Key Financial Inc
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1801720
WEST CHESTER, PA
Position in CWI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$359,130
+$6,576 QoQ
Shares Held
9,815
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
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 | $359,130 | 9,815 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $352,554 | 9,815 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $342,739 | 9,815 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $251,645 | 7,705 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,719 | 430 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,014 | 430 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,089 | 430 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,173 | 430 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,212 | 430 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,627 | 430 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,702 | 430 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $11,235 | 430 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,063 | 430 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,345 | 430 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,120 | 430 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $10,225 | 430 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $11,833 | 430 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,603 | 430 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||