Synergy Investment Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CWI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,165
-$21,867 QoQ
Shares Held
963
-42.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#79
of 89 holders
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,165 | 963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,032 | 1,668 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $51,794 | 1,751 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $47,218 | 1,690 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||