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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
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

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MFG
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APP
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HighTower Advisors
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return