Advisory Services Network’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Advisory Services Network’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91.9K	Buy	+2,510	New	+$94.6K	﹤0.01%	2255
2025 Q4	–	Sell	-2,500	Closed	-$87.3K	–	2362
2025 Q3	$87.3K	Buy	+2,500	New	+$83.7K	﹤0.01%	2148
2024 Q1	–	Sell	-2,599	Closed	-$70.3K	–	1935
2023 Q4	$70.3K	Buy	+2,599	New	+$66.2K	﹤0.01%	1832
2023 Q2	–	Sell	-2,583	Closed	-$66.5K	–	1934
2023 Q1	$66.5K	Hold	2,583	–	–	﹤0.01%	1867
2022 Q4	$62.2K	Buy	+2,583	New	+$60.1K	﹤0.01%	1867
2021 Q3	–	Sell	-2,607	Closed	-$79K	–	1808
2021 Q2	$79K	Buy	+2,607	New	+$78.5K	﹤0.01%	1743
2021 Q1	–	Sell	-2,601	Closed	-$72K	–	1647
2020 Q4	$72K	Sell	2,601 -750	-22%	-$19.4K	﹤0.01%	1487
2020 Q3	$81K	Buy	+3,351	New	+$80.8K	﹤0.01%	1336
2020 Q2	–	Sell	-2,590	Closed	-$51K	–	1381
2020 Q1	$51K	Hold	2,590	–	–	﹤0.01%	1373
2019 Q4	$67K	Buy	2,590 +1,202	+87%	+$30.1K	﹤0.01%	1357
2019 Q3	$51K	Sell	1,388 -694	-33%	-$16.6K	﹤0.01%	1349
2019 Q2	$51K	Hold	2,082	–	–	﹤0.01%	1347
2019 Q1	$50K	Buy	+2,082	New	+$48.8K	﹤0.01%	1246
2017 Q4	–	Sell	-110	Closed	-$3K	–	2546
2017 Q3	$3K	Hold	110	–	–	﹤0.01%	2045
2017 Q2	$3K	Buy	+110	New	+$2.59K	﹤0.01%	1987
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	1866
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	1740
2016 Q1	$1K	Buy	+27	New	+$524	﹤0.01%	1578

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Advisory Services Network's CWI Position: Q1 2026 in Review

Advisory Services Network opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2026: 2,510 shares worth $91.9K. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CWI as recently as Q3 2025.

Advisory Services Network first reported a position in CWI in Q1 2016 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Advisory Services Network held 2,510 shares of State Street SPDR MSCI ACWI ex-US ETF worth $91.9K as of Q1 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new Advisory Services Network position in Q1 2026.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2255 holding.
Advisory Services Network first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2016 and has held it in 18 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.