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American Portfolios Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$146K Hold
6,897
– – 0.01% 1151
2022
Q2 		$164K Buy
6,897
+112
+2% +$2.86K 0.01% 1143
2022
Q1 		$187K Buy
6,785
+3,423
+102% +$96.2K 0.01% 1184
2021
Q4 		$98.5K Buy
3,362
+229
+7% +$6.76K ﹤0.01% 1520
2021
Q3 		$90.8K Hold
3,133
– – ﹤0.01% 1501
2021
Q2 		$94.6K Hold
3,133
– – ﹤0.01% 1446
2021
Q1 		$90.6K Sell
3,133
-400
-11% -$11.6K ﹤0.01% 1358
2020
Q4 		$97.7K Sell
3,533
-791
-18% -$20.5K 0.01% 1167
2020
Q3 		$104K Sell
4,324
-2,106
-33% -$50.8K 0.01% 1041
2020
Q2 		$146K Hold
6,430
– – 0.01% 858
2020
Q1 		$127K Hold
6,430
– – 0.01% 809
2019
Q4 		$166K Sell
6,430
-396
-6% -$9.9K 0.01% 813
2019
Q3 		$164K Sell
6,826
-79
-1% -$1.89K 0.01% 780
2019
Q2 		$169K Hold
6,905
– – 0.01% 781
2019
Q1 		$167K Buy
6,905
+150
+2% +$3.52K 0.02% 699
2018
Q4 		$147K Buy
6,755
+1,049
+18% +$24.2K 0.02% 613
2018
Q3 		$142K Sell
5,706
-105
-2% -$2.6K 0.02% 699
2018
Q2 		$143K Hold
5,811
– – 0.02% 682
2018
Q1 		$151K Hold
5,811
– – 0.02% 622
2017
Q4 		$151K Buy
+5,811
New +$149K 0.02% 605

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 $202B AUM 37.79% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

American Portfolios Advisors's CWI Position: Q3 2022 in Review

American Portfolios Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2022 at 6,897 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #1151.

American Portfolios Advisors first reported a position in CWI in Q4 2017 and has held it in 20 quarters since. The position peaked at $187K in Q1 2022. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

  • American Portfolios Advisors held 6,897 shares of State Street SPDR MSCI ACWI ex-US ETF worth $146K as of Q3 2022.
  • American Portfolios Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2022.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1151 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $187K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.