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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
Q3 		$117K Hold
2,903
– – ﹤0.01% 1044
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CoreCap Advisors's CWI Position: Q3 2026 in Review

CoreCap Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 2,903 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

CoreCap Advisors first reported a position in CWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $118K in Q2 2026. 26 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • CoreCap Advisors held 2,903 shares of State Street SPDR MSCI ACWI ex-US ETF worth $117K as of Q3 2026.
  • CoreCap Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1044 holding.
  • CoreCap Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $118K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.