Global Retirement Partners, LLC

Pension

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

CIK 1749744 San Rafael, CA

Position in CWI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,002,962

-$3,947 QoQ

Shares Held

24,661

-12.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#76

of 156 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,962	24,661	-12.0%	Shares	Sole	2026-08-06
2025-12-31	$1,006,909	28,032	+14.7%	Shares	Sole	2026-02-06
2025-09-30	$853,409	24,439	+3.0%	Shares	Sole	2025-10-21
2025-06-30	$774,629	23,718	-3.3%	Shares	Sole	2025-08-12
2024-12-31	$685,424	24,532	+5.7%	Shares	Sole	2025-01-31
2024-09-30	$706,360	23,205	-21.9%	Shares	Sole	2024-10-16
2024-06-30	$841,146	29,712	-6.9%	Shares	Sole	2024-07-23
2024-03-31	$906,414	31,916	-1.8%	Shares	Sole	2024-04-23
2023-12-31	$879,232	32,516	+1.5%	Shares	Sole	2024-01-18
2023-09-30	$797,525	32,042	+368.4%	Shares	Sole	2023-10-13
2023-06-30	$178,755	6,841	+2.4%	Shares	Sole	2023-07-20
2023-03-31	$171,850	6,679	+43.1%	Shares	Sole	2023-05-08
2022-12-31	$112,288	4,667	+59.9%	Shares	Sole	2023-02-13
2022-09-30	$61,890	2,918	-32.8%	Shares	Sole	2022-11-03
2022-06-30	$103,300	4,344	-26.7%	Shares	Sole	2022-07-15
2022-03-31	$163,000	5,923	+41.9%	Shares	Sole	2022-07-14
2021-09-30	$120,920	4,174	+4.1%	Shares	Sole	2021-10-22
2021-06-30	$121,132	4,011	+3911.0%	Shares	Sole	2021-07-15
2021-03-31	$2,891	100	0.0%	Shares	Sole	2021-04-14
2020-12-31	$2,765	100	0.0%	Shares	Sole	2021-01-13
2020-09-30	$2,405	100	0.0%	Shares	Sole	2020-10-09
2020-06-30	$2,266	100	0.0%	Shares	Sole	2020-07-13
2020-03-31	$1,972	100	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.