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

Curi 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
2024
Q1 		– Sell
-11,321
Closed -$306K – 29
2023
Q4 		$306K Buy
11,321
+146
+1% +$3.72K 0.04% 120
2023
Q3 		$278K Hold
11,175
– – 0.04% 120
2023
Q2 		$292K Buy
11,175
+176
+2% +$4.57K 0.04% 131
2023
Q1 		$283K Hold
10,999
– – 0.04% 128
2022
Q4 		$265K Buy
10,999
+157
+1% +$3.65K 0.04% 161
2022
Q3 		$230K Buy
+10,842
New +$255K 0.04% 158

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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

Curi Wealth Management's CWI Position: Q1 2024 in Review

Curi Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2024, closing a stake of 11,321 shares — an estimated $306K sold.

Curi Wealth Management first reported a position in CWI in Q3 2022 and held it in 6 quarters. The position peaked at $306K in Q4 2023. 206 funds tracked by Wall St. Rank hold CWI as of Q1 2024.

  • Curi Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 11,321 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2024, an estimated $306K.
  • Curi Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2022 and held it in 6 quarters.
  • Curi Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $306K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.