Center For Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Center For Asset 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	$260K	Hold	7,097	–	–	0.13%	123
2025 Q4	$255K	Hold	7,097	–	–	0.13%	126
2025 Q3	$248K	Buy	+7,097	New	+$238K	0.13%	119
2025 Q2	–	Sell	-7,096	Closed	-$210K	–	128
2025 Q1	$210K	Buy	+7,096	New	+$208K	0.13%	125
2024 Q4	–	Sell	-7,096	Closed	-$216K	–	126
2024 Q3	$216K	Hold	7,096	–	–	0.13%	117
2024 Q2	$201K	Buy	7,096 +22	+0.3%	+$623	0.13%	118
2024 Q1	$201K	Buy	+7,074	New	+$193K	0.16%	99

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Center For Asset Management's CWI Position: Q1 2026 in Review

Center For Asset Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q1 2026 at 7,097 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #123.

Center For Asset Management first reported a position in CWI in Q1 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Center For Asset Management held 7,097 shares of State Street SPDR MSCI ACWI ex-US ETF worth $260K as of Q1 2026.
Center For Asset Management left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q1 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.13% of Center For Asset Management's portfolio in Q1 2026, its #123 holding.
Center For Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.