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Cooke Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Cooke Wealth Management’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 		$285K Buy
7,007
+1,250
+22% +$49.6K 0.23% 36
2026
Q1 		$211K Hold
5,757
– – 0.19% 37
2025
Q4 		$215K Buy
+5,757
New +$204K 0.19% 35

Other funds holding CWI

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 51.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cooke Wealth Management's CWI Position: Q2 2026 in Review

Cooke Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 22% in Q2 2026, buying an estimated $49.6K and bringing the position to 7,007 shares worth $285K. The position accounts for 0.23% of the portfolio, ranked #36.

Cooke Wealth Management first reported a position in CWI in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Cooke Wealth Management held 7,007 shares of State Street SPDR MSCI ACWI ex-US ETF worth $285K as of Q2 2026.
  • Cooke Wealth Management bought 1,250 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $49.6K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.23% of Cooke Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Cooke Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.