Avantax Advisory Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1M	Buy	+30,716	New	+$944K	0.01%	1174

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 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

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Avantax Advisory Services's CWI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025: 30,716 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #1174 among its holdings.

235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

Avantax Advisory Services held 30,716 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1M as of Q2 2025.
State Street SPDR MSCI ACWI ex-US ETF was a new Avantax Advisory Services position in Q2 2025.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1174 holding.
235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.