Clearstead Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 842775
CLEVELAND, OH
Position in CWI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,857,363
+$204,992 QoQ
Shares Held
160,081
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,857,363 | 160,081 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,652,371 | 157,360 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,492,671 | 157,293 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,137,189 | 157,293 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,651,159 | 157,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,398,370 | 157,422 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,790,251 | 157,367 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,455,059 | 157,367 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,998 | 176 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,759 | 176 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,330 | 174 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,546 | 174 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,399 | 171 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,114 | 171 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,584 | 169 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||