Walkner Condon Financial Advisors LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1817494
MADISON, WI
Position in CWI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,086,156
+$93,133 QoQ
Shares Held
139,004
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,086,156 | 139,004 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,993,023 | 139,004 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,769,548 | 136,585 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,460,866 | 136,585 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,984,307 | 134,696 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,763,406 | 134,696 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,100,146 | 134,696 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,813,243 | 134,696 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,521,600 | 124,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,352,960 | 124,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,086,360 | 124,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,240,120 | 124,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,190,520 | 124,000 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,983,440 | 124,000 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,630,040 | 124,000 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,948,720 | 124,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,412,480 | 124,000 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||