SAGE FINANCIAL GROUP INC

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 882119 W. CONSHOHOCKEN, PA

Position in CWI

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$944,461

+$18,767 QoQ

Shares Held

25,812

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$944,461	25,812	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$925,694	25,771	0.0%	Shares	Sole	2026-01-27
2025-09-30	$899,923	25,771	0.0%	Shares	Sole	2025-11-13
2025-06-30	$841,680	25,771	0.0%	Shares	Sole	2025-07-22
2025-03-31	$762,306	25,771	0.0%	Shares	Sole	2025-04-22
2024-12-31	$720,041	25,771	0.0%	Shares	Sole	2025-01-23
2024-09-30	$784,469	25,771	0.0%	Shares	Sole	2024-10-29
2024-06-30	$729,577	25,771	0.0%	Shares	Sole	2024-08-02
2024-03-31	$731,896	25,771	0.0%	Shares	Sole	2024-04-30
2023-12-31	$696,847	25,771	0.0%	Shares	Sole	2024-01-18
2023-09-30	$641,440	25,771	0.0%	Shares	Sole	2023-10-12
2023-06-30	$673,396	25,771	0.0%	Shares	Sole	2023-07-27
2023-03-31	$663,087	25,771	0.0%	Shares	Sole	2023-04-18
2022-12-31	$620,050	25,771	0.0%	Shares	Sole	2023-01-31
2022-09-30	$546,602	25,771	0.0%	Shares	Sole	2022-10-27
2022-06-30	$612,834	25,771	0.0%	Shares	Sole	2022-07-25
2022-03-31	$709,217	25,771	0.0%	Shares	Sole	2022-05-02
2021-12-31	$755,348	25,771	0.0%	Shares	Sole	2022-01-24
2021-09-30	$746,585	25,771	0.0%	Shares	Sole	2021-11-08
2021-06-30	$778,284	25,771	0.0%	Shares	Sole	2021-08-16
2021-03-31	$745,039	25,771	0.0%	Shares	Sole	2021-04-29
2020-12-31	$712,568	25,771	0.0%	Shares	Sole	2021-01-28
2020-09-30	$619,792	25,771	0.0%	Shares	Sole	2020-10-26
2020-06-30	$583,970	25,771	-52.9%	Shares	Sole	2020-07-16
2020-03-31	$1,078,900	54,711	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.