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Cassaday & Co Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Cassaday & Co Wealth 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 		$48.4K Buy
1,191
+231
+24% +$9.16K ﹤0.01% 629
2026
Q1 		$35.1K Buy
+960
New +$36.2K ﹤0.01% 681

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cassaday & Co Wealth Management's CWI Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 24% in Q2 2026, buying an estimated $9.16K and bringing the position to 1,191 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Cassaday & Co Wealth Management first reported a position in CWI in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,191 shares of State Street SPDR MSCI ACWI ex-US ETF worth $48.4K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 231 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $9.16K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.