VESTIA PERSONAL WEALTH ADVISORS
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2033299
FORT WAYNE, IN
Position in CWI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$552,298
+$55,406 QoQ
Shares Held
13,580
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#92
of 156 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,298 | 13,580 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $496,892 | 13,580 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $487,793 | 13,580 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $474,213 | 13,580 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||