Tradition Wealth Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1843010
EDINA, MN
Position in CWI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,537,651
+$169,259 QoQ
Shares Held
37,808
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#45
of 89 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,537,651 | 37,808 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,368,392 | 37,398 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,367,618 | 38,074 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,311,769 | 37,565 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,233,927 | 37,781 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,088,958 | 36,814 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $986,673 | 35,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,093,557 | 35,925 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,017,659 | 35,947 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $985,678 | 34,707 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $973,953 | 36,019 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $911,222 | 36,610 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $964,406 | 36,908 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $944,445 | 36,706 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $869,095 | 36,122 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $892,474 | 42,078 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,032,313 | 43,411 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,220,346 | 44,344 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,338,148 | 45,655 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,390,357 | 47,993 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,390,196 | 46,033 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,302,366 | 45,049 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,065,243 | 38,526 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||