Dakota Wealth Management
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1631353
PALM BEACH GARDENS, FL
Position in CWI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$230,151
-$766,267 QoQ
Shares Held
5,659
-79.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 156 holders
Holding Since
Mar 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,151 | 5,659 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $996,418 | 27,232 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,105,509 | 30,777 | Shares | Sole | 2026-01-13 | |
| 2025-03-31 | $269,887 | 9,124 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $376,547 | 13,477 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $646,697 | 21,245 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,827,857 | 99,889 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,878,822 | 101,367 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||