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AE Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

AE Wealth Management’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 		$306K Buy
8,352
+1,548
+23% +$58.4K ﹤0.01% 1370
2025
Q4 		$244K Buy
6,804
+2,818
+71% +$99.8K ﹤0.01% 1417
2025
Q3 		$139K Buy
3,986
+1,085
+37% +$36.3K ﹤0.01% 1486
2025
Q2 		$94.7K Sell
2,901
-1,452
-33% -$44.6K ﹤0.01% 1497
2025
Q1 		$129K Buy
4,353
+4,286
+6,397% +$126K ﹤0.01% 1383
2024
Q4 		$1.87K Buy
+67
New +$1.96K ﹤0.01% 2002
2024
Q1 		– Sell
-254,773
Closed -$6.81M – 1324
2023
Q4 		$6.81M Buy
254,773
+31,828
+14% +$810K 0.03% 497
2023
Q3 		$5.55M Sell
222,945
-3,953
-2% -$102K 0.03% 519
2023
Q2 		$5.93M Buy
226,898
+96,231
+74% +$2.5M 0.04% 489
2023
Q1 		$3.36M Buy
130,667
+17,637
+16% +$448K 0.02% 623
2022
Q4 		$2.72M Buy
+113,030
New +$2.63M 0.02% 641
2022
Q3 		– Sell
-13,137
Closed -$312K – 1771
2022
Q2 		$312K Buy
13,137
+319
+2% +$8.14K ﹤0.01% 1420
2022
Q1 		$353K Buy
12,818
+983
+8% +$27.6K ﹤0.01% 1359
2021
Q4 		$347K Buy
+11,835
New +$349K ﹤0.01% 1394

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
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

AE Wealth Management's CWI Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 23% in Q1 2026, buying an estimated $58.4K and bringing the position to 8,352 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

AE Wealth Management first reported a position in CWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.81M in Q4 2023. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • AE Wealth Management held 8,352 shares of State Street SPDR MSCI ACWI ex-US ETF worth $306K as of Q1 2026.
  • AE Wealth Management bought 1,548 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $58.4K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1370 holding.
  • AE Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 14 quarters since.
  • AE Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $6.81M in Q4 2023.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.