Clearstead Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Clearstead Advisors’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	$6.51M	Buy	160,157 +76	+0%	+$3.01K	0.06%	214
2026 Q1	$5.86M	Buy	160,081 +2,721	+2%	+$103K	0.05%	214
2025 Q4	$5.65M	Buy	157,360 +67	+0%	+$2.37K	0.07%	188
2025 Q3	$5.49M	Hold	157,293	–	–	0.07%	191
2025 Q2	$5.14M	Buy	157,293 +53	+0%	+$1.63K	0.07%	196
2025 Q1	$4.65M	Sell	157,240 -182	-0.1%	-$5.33K	0.07%	190
2024 Q4	$4.4M	Buy	157,422 +55	+0%	+$1.61K	0.07%	195
2024 Q3	$4.79M	Hold	157,367	–	–	0.07%	190
2024 Q2	$4.46M	Buy	157,367 +157,191	+89,313%	+$4.45M	0.08%	188
2024 Q1	$5.08K	Hold	176	–	–	﹤0.01%	1172
2023 Q4	$4.77K	Buy	176 +2	+1%	+$51	﹤0.01%	1168
2023 Q3	$4.34K	Hold	174	–	–	﹤0.01%	1101
2023 Q2	$4.55K	Buy	174 +3	+2%	+$78	﹤0.01%	1059
2023 Q1	$4.41K	Hold	171	–	–	﹤0.01%	1034
2022 Q4	$4.13K	Buy	171 +2	+1%	+$47	﹤0.01%	1003
2022 Q3	$4K	Buy	+169	New	+$3.98K	﹤0.01%	990

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clearstead Advisors's CWI Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.05% in Q2 2026, buying an estimated $3.01K and bringing the position to 160,157 shares worth $6.51M. The position accounts for 0.06% of the portfolio, ranked #214.

Clearstead Advisors first reported a position in CWI in Q3 2022 and has held it in 16 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Clearstead Advisors held 160,157 shares of State Street SPDR MSCI ACWI ex-US ETF worth $6.51M as of Q2 2026.
Clearstead Advisors bought 76 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $3.01K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.06% of Clearstead Advisors's portfolio in Q2 2026, its #214 holding.
Clearstead Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2022 and has held it in 16 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.