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

BTC Capital 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 Q2	$3.72M	Hold	91,457	–	–	0.23%	94
2026 Q1	$3.35M	Hold	91,457	–	–	0.23%	97
2025 Q4	$3.29M	Buy	91,457 +1,871	+2%	+$66.2K	0.23%	95
2025 Q3	$3.13M	Hold	89,586	–	–	0.22%	92
2025 Q2	$2.93M	Hold	89,586	–	–	0.24%	88
2025 Q1	$2.65M	Hold	89,586	–	–	0.24%	87
2024 Q4	$2.5M	Hold	89,586	–	–	0.23%	87
2024 Q3	$2.73M	Hold	89,586	–	–	0.24%	86
2024 Q2	$2.54M	Hold	89,586	–	–	0.24%	90
2024 Q1	$2.54M	Buy	+89,586	New	+$2.44M	0.23%	94
2023 Q3	$2.23M	Hold	89,586	–	–	0.26%	97
2023 Q2	$2.34M	Hold	89,586	–	–	0.25%	101
2023 Q1	$2.31M	Buy	+89,586	New	+$2.28M	0.27%	97

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

BTC Capital Management's CWI Position: Q2 2026 in Review

BTC Capital Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 91,457 shares worth $3.72M. The position accounts for 0.23% of the portfolio, ranked #94.

BTC Capital Management first reported a position in CWI in Q1 2023 and has held it in 13 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

BTC Capital Management held 91,457 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.72M as of Q2 2026.
BTC Capital Management left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.23% of BTC Capital Management's portfolio in Q2 2026, its #94 holding.
BTC Capital Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and has held it in 13 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.