CIBC Private Wealth Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

CIBC Private Wealth 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
2025 Q4	$160K	Buy	4,456 +3,032	+213%	+$107K	﹤0.01%	1298
2025 Q3	$49.7K	Sell	1,424 -352	-20%	-$11.8K	﹤0.01%	1800
2025 Q2	$58K	Hold	1,776	–	–	﹤0.01%	1605
2025 Q1	$46.9K	Sell	1,776 -599	-25%	-$17.6K	﹤0.01%	1652
2024 Q4	$66.7K	Hold	2,375	–	–	﹤0.01%	1572
2024 Q3	$72.3K	Hold	2,375	–	–	﹤0.01%	1636
2024 Q2	$68.5K	Sell	2,375 -1,125	-32%	-$31.9K	﹤0.01%	1547
2024 Q1	$99.1K	Buy	+3,500	New	+$95.4K	﹤0.01%	1406
2022 Q1	–	Sell	-6,978	Closed	-$205K	–	1275
2021 Q4	$205K	Hold	6,978	–	–	﹤0.01%	967
2021 Q3	$202K	Hold	6,978	–	–	﹤0.01%	899
2021 Q2	$211K	Hold	6,978	–	–	﹤0.01%	987
2021 Q1	$202K	Sell	6,978 -2,259	-24%	-$65.4K	﹤0.01%	994
2020 Q4	$255K	Sell	9,237 -292	-3%	-$7.57K	﹤0.01%	899
2020 Q3	$229K	Buy	+9,529	New	+$230K	﹤0.01%	825
2020 Q2	–	Sell	-11,086	Closed	-$219K	–	639
2020 Q1	$219K	Sell	11,086 -1,687	-13%	-$39.8K	﹤0.01%	783
2019 Q4	$329K	Buy	12,773 +187	+1%	+$4.68K	﹤0.01%	781
2019 Q3	$303K	Sell	12,586 -7	-0.1%	-$167	﹤0.01%	785
2019 Q2	$308K	Sell	12,593 -12,247	-49%	-$296K	﹤0.01%	805
2019 Q1	$600K	Hold	24,840	–	–	﹤0.01%	682
2018 Q4	$542K	Sell	24,840 -2,198	-8%	-$50.6K	﹤0.01%	664
2018 Q3	$673K	Sell	27,038 -195	-0.7%	-$4.84K	﹤0.01%	712
2018 Q2	$672K	Sell	27,233 -1,605	-6%	-$41.3K	﹤0.01%	711
2018 Q1	$747K	Buy	28,838 +743	+3%	+$19.7K	﹤0.01%	695
2017 Q4	$730K	Buy	28,095 +3,262	+13%	+$83.8K	﹤0.01%	710
2017 Q3	$626K	Buy	+24,833	New	+$611K	﹤0.01%	730
2016 Q3	–	Sell	-23,250	Closed	-$472K	–	584
2016 Q2	$472K	Buy	+23,250	New	+$479K	﹤0.01%	534

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

CIBC Private Wealth Group's CWI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 213% in Q4 2025, buying an estimated $107K and bringing the position to 4,456 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

CIBC Private Wealth Group first reported a position in CWI in Q2 2016 and has held it in 26 quarters since. The position peaked at $747K in Q1 2018. 259 funds tracked by Wall St. Rank hold CWI as of Q4 2025.

CIBC Private Wealth Group held 4,456 shares of State Street SPDR MSCI ACWI ex-US ETF worth $160K as of Q4 2025.
CIBC Private Wealth Group bought 3,032 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2025, an estimated $107K.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1298 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2016 and has held it in 26 quarters since.
CIBC Private Wealth Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $747K in Q1 2018.
259 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.