SpringVest Wealth Management LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2058986
DALLAS, TX
Position in CWI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$494,696
-$90,333 QoQ
Shares Held
13,520
-17.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,696 | 13,520 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $585,029 | 16,287 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $408,668 | 11,703 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $589,578 | 18,052 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,010,571 | 34,164 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $954,542 | 34,164 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||