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Chapman Financial Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Chapman Financial Group’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 		$211K Hold
5,775
– – 0.15% 124
2025
Q4 		$207K Sell
5,775
-292
-5% -$10.3K 0.14% 126
2025
Q3 		$212K Buy
+6,067
New +$203K 0.15% 126

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
Mirae Asset Global Investments
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
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
Jane Street
Jane Street New York $777B 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 $1.29B AUM 17.41% 1-Year Est. Return

Chapman Financial Group's CWI Position: Q1 2026 in Review

Chapman Financial Group held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q1 2026 at 5,775 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #124.

Chapman Financial Group first reported a position in CWI in Q3 2025 and has held it in 3 quarters since. The position peaked at $212K in Q3 2025. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Chapman Financial Group held 5,775 shares of State Street SPDR MSCI ACWI ex-US ETF worth $211K as of Q1 2026.
  • Chapman Financial Group 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 0.15% of Chapman Financial Group's portfolio in Q1 2026, its #124 holding.
  • Chapman Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $212K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.