Cetera Advisor Networks’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$550K	Buy	19,364 +41	+0.2%	+$1.12K	﹤0.01%	1876
2023 Q4	$522K	Sell	19,323 -744	-4%	-$18.9K	﹤0.01%	1847
2023 Q3	$499K	Buy	20,067 +2,852	+17%	+$73.8K	﹤0.01%	1760
2023 Q2	$450K	Sell	17,215 -330	-2%	-$8.57K	﹤0.01%	1787
2023 Q1	$451K	Sell	17,545 -13	-0.1%	-$330	﹤0.01%	1769
2022 Q4	$422K	Buy	+17,558	New	+$408K	﹤0.01%	1769
2022 Q3	–	Sell	-9,366	Closed	-$223K	–	2108
2022 Q2	$223K	Buy	+9,366	New	+$239K	﹤0.01%	1782
2021 Q4	–	Sell	-12,708	Closed	-$368K	–	2053
2021 Q3	$368K	Hold	12,708	–	–	0.01%	1398
2021 Q2	$384K	Buy	+12,708	New	+$383K	0.01%	1338
2020 Q3	–	Sell	-2,218	Closed	-$50K	–	1594
2020 Q2	$50K	Buy	+2,218	New	+$47.4K	﹤0.01%	1882

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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

Cetera Advisor Networks's CWI Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.21% in Q1 2024, buying an estimated $1.12K and bringing the position to 19,364 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Cetera Advisor Networks first reported a position in CWI in Q2 2020 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold CWI as of Q1 2024.

Cetera Advisor Networks held 19,364 shares of State Street SPDR MSCI ACWI ex-US ETF worth $550K as of Q1 2024.
Cetera Advisor Networks bought 41 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2024, an estimated $1.12K.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1876 holding.
Cetera Advisor Networks first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2020 and has held it in 10 quarters since.
206 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.