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Atria Investments’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-6,793
Closed -$207K – 1878
2024
Q3 		$207K Buy
+6,793
New +$197K ﹤0.01% 1818
2020
Q2 		– Sell
-24,525
Closed -$484K – 583
2020
Q1 		$484K Buy
24,525
+26
+0.1% +$613 0.04% 360
2019
Q4 		$631K Sell
24,499
-140
-0.6% -$3.5K 0.02% 699
2019
Q3 		$592K Sell
24,639
-5
-0% -$120 0.02% 546
2019
Q2 		$565K Sell
24,644
-47,629
-66% -$1.15M 0.02% 546
2019
Q1 		$1.75M Buy
72,273
+2,805
+4% +$65.8K 0.07% 230
2018
Q4 		$1.52M Sell
69,468
-1,322
-2% -$30.5K 0.07% 220
2018
Q3 		$1.76M Buy
70,790
+5,684
+9% +$141K 0.07% 258
2018
Q2 		$1.61M Buy
65,106
+586
+0.9% +$15.1K 0.07% 271
2018
Q1 		$1.67M Sell
64,520
-2,191
-3% -$58K 0.08% 239
2017
Q4 		$1.73M Buy
66,711
+13,302
+25% +$342K 0.09% 234
2017
Q3 		$1.35M Sell
53,409
-1,643
-3% -$40.4K 0.07% 252
2017
Q2 		$1.31M Buy
55,052
+14,192
+35% +$334K 0.08% 244
2017
Q1 		$929K Buy
+40,860
New +$903K 0.06% 275
2014
Q2 		– Sell
-22,809
Closed -$545K – 427
2014
Q1 		$545K Sell
22,809
-941
-4% -$21.9K 0.06% 273
2013
Q4 		$564K Buy
23,750
+8,670
+57% +$203K 0.06% 271
2013
Q3 		$344K Buy
15,080
+80
+0.5% +$1.76K 0.04% 337
2013
Q2 		$312K Buy
+15,000
New +$331K 0.04% 281

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
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Atria Investments's CWI Position: Q4 2024 in Review

Atria Investments sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2024, closing a stake of 6,793 shares — an estimated $207K sold.

Atria Investments first reported a position in CWI in Q2 2013 and held it in 18 quarters. The position peaked at $1.76M in Q3 2018. 223 funds tracked by Wall St. Rank hold CWI as of Q4 2024.

  • Atria Investments reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 6,793 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2024, an estimated $207K.
  • Atria Investments first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and held it in 18 quarters.
  • Atria Investments's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.76M in Q3 2018.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.