CJ
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Caitlin John’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Caitlin John’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
Q4 		– Sell
-325
Closed -$11.3K – 941
2025
Q3 		$11.3K Buy
+325
New +$10.9K 0.01% 474

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Caitlin John's CWI Position: Q4 2025 in Review

Caitlin John sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2025, closing a stake of 325 shares — an estimated $11.3K sold.

Caitlin John first reported a position in CWI in Q3 2025 and held it in 1 quarter. The position peaked at $11.3K in Q3 2025. 259 funds tracked by Wall St. Rank hold CWI as of Q4 2025.

  • Caitlin John reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Caitlin John sold 325 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2025, an estimated $11.3K.
  • Caitlin John first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and held it in 1 quarter.
  • Caitlin John's State Street SPDR MSCI ACWI ex-US ETF position peaked at $11.3K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.