FSM Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1942548
CLEVELAND, OH
Position in CWI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$366,741
+$6,715 QoQ
Shares Held
10,023
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,741 | 10,023 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $360,026 | 10,023 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $344,485 | 9,865 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $322,190 | 9,865 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $288,109 | 9,740 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $272,135 | 9,740 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $292,771 | 9,618 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $272,285 | 9,618 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $269,629 | 9,494 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $255,338 | 9,443 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $232,273 | 9,332 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $238,096 | 9,112 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $234,323 | 9,107 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||