Atlas Private Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Atlas Private Wealth 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
2026 Q2	$14M	Buy	345,135 +24,117	+8%	+$956K	3.07%	10
2026 Q1	$11.7M	Buy	321,018 +12,638	+4%	+$476K	2.77%	12
2025 Q4	$11.1M	Buy	308,380 +28,109	+10%	+$995K	2.59%	14
2025 Q3	$9.79M	Sell	280,271 -271,866	-49%	-$9.11M	2.4%	15
2025 Q2	$18M	Buy	552,137 +7,736	+1%	+$238K	2.32%	15
2025 Q1	$16.1M	Buy	544,401 +374,364	+220%	+$11M	2.24%	15
2024 Q4	$4.75M	Buy	+170,037	New	+$4.97M	0.67%	25

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $67.7B AUM 57.61% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atlas Private Wealth Advisors's CWI Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 7.5% in Q2 2026, buying an estimated $956K and bringing the position to 345,135 shares worth $14M. The position accounts for 3.07% of the portfolio, ranked #10.

Atlas Private Wealth Advisors first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q2 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Atlas Private Wealth Advisors held 345,135 shares of State Street SPDR MSCI ACWI ex-US ETF worth $14M as of Q2 2026.
Atlas Private Wealth Advisors bought 24,117 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $956K.
State Street SPDR MSCI ACWI ex-US ETF made up 3.07% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Private Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $18M in Q2 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.