Lido Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1650150
Los Angeles, CA
Position in CWI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,530,615
-$10,226 QoQ
Shares Held
37,635
-10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 156 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,615 | 37,635 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,540,841 | 42,111 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,308,817 | 36,437 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,272,380 | 36,437 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,188,824 | 36,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,076,652 | 36,398 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,016,960 | 36,398 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,118,243 | 36,736 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,039,571 | 36,721 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,104,618 | 38,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,063,861 | 39,344 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $220,737 | 8,579 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||