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

Bristlecone 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
2025
Q2 		– Sell
-21,298
Closed -$630K – 307
2025
Q1 		$630K Hold
21,298
– – 0.05% 180
2024
Q4 		$595K Hold
21,298
– – 0.05% 181
2024
Q3 		$648K Sell
21,298
-5,404
-20% -$157K 0.05% 168
2024
Q2 		$756K Hold
26,702
– – 0.06% 153
2024
Q1 		$758K Hold
26,702
– – 0.07% 155
2023
Q4 		$722K Hold
26,702
– – 0.07% 155
2023
Q3 		$665K Hold
26,702
– – 0.07% 151
2023
Q2 		$698K Hold
26,702
– – 0.07% 154
2023
Q1 		$687K Hold
26,702
– – 0.08% 148
2022
Q4 		$642K Hold
26,702
– – 0.08% 154
2022
Q3 		$566K Hold
26,702
– – 0.07% 155
2022
Q2 		$635K Buy
+26,702
New +$682K 0.08% 149

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bristlecone Advisors's CWI Position: Q2 2025 in Review

Bristlecone Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 21,298 shares — an estimated $630K sold.

Bristlecone Advisors first reported a position in CWI in Q2 2022 and held it in 12 quarters. The position peaked at $758K in Q1 2024. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • Bristlecone Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 21,298 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $630K.
  • Bristlecone Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2022 and held it in 12 quarters.
  • Bristlecone Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $758K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.