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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
Q2 		$235K Hold
5,775
– – 0.16% 121
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 $1.55T 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

Chapman Financial Group's CWI Position: Q2 2026 in Review

Chapman Financial Group held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 5,775 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #121.

Chapman Financial Group first reported a position in CWI in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Chapman Financial Group held 5,775 shares of State Street SPDR MSCI ACWI ex-US ETF worth $235K as of Q2 2026.
  • Chapman Financial Group left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.16% of Chapman Financial Group's portfolio in Q2 2026, its #121 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 4 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.