GLOBALT Investments LLC / GA
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2011891
Atlanta, GA
Position in CWI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$58,965,928
+$4,946,099 QoQ
Shares Held
1,449,863
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.31%
of 13F equity value
Holder Rank
#2
of 89 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,965,928 | 1,449,863 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $54,019,829 | 1,476,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,725,254 | 1,412,173 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,459,151 | 1,416,356 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $47,011,489 | 1,439,421 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $43,479,612 | 1,469,899 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $41,835,875 | 1,497,347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,428,731 | 1,525,254 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,218,742 | 1,597,271 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,290,466 | 1,629,946 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $45,121,107 | 1,668,680 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||