Sage Mountain Advisors LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1832274
ATLANTA, GA
Position in CWI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$258,581
+$4,735 QoQ
Shares Held
7,067
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,581 | 7,067 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $253,846 | 7,067 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $246,779 | 7,067 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $230,808 | 7,067 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,916 | 200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,588 | 200 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,088 | 200 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,662 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,680 | 200 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,408 | 200 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,978 | 200 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,226 | 200 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,146 | 200 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,812 | 200 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||