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CX Institutional’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

CX Institutional’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
2025
Q4 		– Sell
-552
Closed -$19K – 1533
2025
Q3 		$19K Buy
+552
New +$18.5K ﹤0.01% 1107

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

CX Institutional's CWI Position: Q4 2025 in Review

CX Institutional sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2025, closing a stake of 552 shares — an estimated $19K sold.

CX Institutional first reported a position in CWI in Q3 2025 and held it in 1 quarter. The position peaked at $19K in Q3 2025. 259 funds tracked by Wall St. Rank hold CWI as of Q4 2025.

  • CX Institutional reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 552 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2025, an estimated $19K.
  • CX Institutional first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and held it in 1 quarter.
  • CX Institutional's State Street SPDR MSCI ACWI ex-US ETF position peaked at $19K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.