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

CoreCap 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 		$118K Buy
2,903
+3
+0.1% +$119 ﹤0.01% 1043
2026
Q1 		$106K Buy
2,900
+595
+26% +$22.4K ﹤0.01% 1013
2025
Q4 		$82.8K Hold
2,305
– – ﹤0.01% 1101
2025
Q3 		$80.5K Buy
2,305
+612
+36% +$20.5K ﹤0.01% 1124
2025
Q2 		$55.3K Buy
1,693
+73
+5% +$2.24K ﹤0.01% 1203
2025
Q1 		$47.9K Buy
1,620
+45
+3% +$1.32K ﹤0.01% 1183
2024
Q4 		$44K Sell
1,575
-57
-3% -$1.67K ﹤0.01% 1241
2024
Q3 		$49.7K Hold
1,632
– – ﹤0.01% 1187
2024
Q2 		$46.2K Hold
1,632
– – ﹤0.01% 682
2024
Q1 		$46.3K Buy
+1,632
New +$44.5K ﹤0.01% 1149
2022
Q4 		$39K Buy
+1,623
New +$37.8K ﹤0.01% 1073
2022
Q3 		– Sell
-1,730
Closed -$41K – 864
2022
Q2 		$41K Buy
+1,730
New +$44.2K ﹤0.01% 997
2022
Q1 		– Sell
-386
Closed -$11K – 878
2021
Q4 		$11K Buy
+386
New +$11.4K ﹤0.01% 1515

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

CoreCap Advisors's CWI Position: Q2 2026 in Review

CoreCap Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.1% in Q2 2026, buying an estimated $119 and bringing the position to 2,903 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

CoreCap Advisors first reported a position in CWI in Q4 2021 and has held it in 13 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • CoreCap Advisors held 2,903 shares of State Street SPDR MSCI ACWI ex-US ETF worth $118K as of Q2 2026.
  • CoreCap Advisors bought 3 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $119.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1043 holding.
  • CoreCap Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 13 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.