Penney Financial, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2049857
HOUSTON, TX
Position in CWI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$239,298
+$4,382 QoQ
Shares Held
6,540
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,298 | 6,540 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $234,916 | 6,540 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $228,376 | 6,540 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $213,596 | 6,540 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||