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

Apollon 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 		$1.05M Sell
28,634
-9,580
-25% -$361K 0.02% 592
2025
Q4 		$1.37M Buy
38,214
+253
+0.7% +$8.96K 0.02% 469
2025
Q3 		$1.33M Sell
37,961
-74
-0.2% -$2.48K 0.02% 487
2025
Q2 		$1.24M Sell
38,035
-3,399
-8% -$105K 0.02% 492
2025
Q1 		$1.23M Sell
41,434
-4,177
-9% -$122K 0.03% 450
2024
Q4 		$1.27M Sell
45,611
-1,440
-3% -$42.1K 0.03% 440
2024
Q3 		$1.43M Sell
47,051
-885
-2% -$25.7K 0.04% 381
2024
Q2 		$1.36M Buy
47,936
+600
+1% +$17K 0.04% 376
2024
Q1 		$1.34M Sell
47,336
-372
-0.8% -$10.1K 0.04% 382
2023
Q4 		$1.29M Buy
47,708
+6,304
+15% +$160K 0.04% 372
2023
Q3 		$1.03M Buy
41,404
+115
+0.3% +$2.98K 0.05% 354
2023
Q2 		$1.08M Sell
41,289
-173
-0.4% -$4.49K 0.05% 366
2023
Q1 		$1.07M Sell
41,462
-1,554
-4% -$39.5K 0.07% 309
2022
Q4 		$1.03M Sell
43,016
-974
-2% -$22.7K 0.07% 286
2022
Q3 		$933K Sell
43,990
-1,186
-3% -$27.9K 0.08% 269
2022
Q2 		$1.07M Buy
45,176
+125
+0.3% +$3.19K 0.09% 241
2022
Q1 		$1.24M Buy
45,051
+1,547
+4% +$43.5K 0.09% 236
2021
Q4 		$1.27M Buy
+43,504
New +$1.28M 0.1% 236

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

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

Apollon Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 25% in Q1 2026, selling an estimated $361K and leaving 28,634 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #592.

Apollon Wealth Management first reported a position in CWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q3 2024. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Apollon Wealth Management held 28,634 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.05M as of Q1 2026.
  • Apollon Wealth Management sold 9,580 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $361K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #592 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.43M in Q3 2024.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.