Financially in Tune, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2113970
STONEHAM, MA
Position in CWI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,115,812
+$264,113 QoQ
Shares Held
30,495
+28.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,812 | 30,495 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $851,699 | 23,711 | Shares | Sole | 2026-02-27 | |
| No filing history on record for this holder in this stock. | ||||||