Towneley Capital Management, Inc / DE
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2004980
LAGUNA HILLS, CA
Position in CWI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$528,542
+$9,678 QoQ
Shares Held
14,445
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $528,542 | 14,445 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $518,864 | 14,445 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $497,260 | 14,240 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $474,419 | 14,526 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $683,948 | 23,122 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $646,028 | 23,122 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $928,389 | 30,499 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $962,483 | 33,998 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,202,967 | 42,358 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,145,360 | 42,358 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||