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Duncker Streett & Co’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Duncker Streett & Co’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
Q4 		– Sell
-255
Closed -$7.76K – 536
2024
Q3 		$7.76K Hold
255
– – ﹤0.01% 422
2024
Q2 		$7.22K Hold
255
– – ﹤0.01% 426
2024
Q1 		$7.24K Hold
255
– – ﹤0.01% 423
2023
Q4 		$6.89K Hold
255
– – ﹤0.01% 423
2023
Q3 		$6.35K Hold
255
– – ﹤0.01% 427
2023
Q2 		$6.66K Buy
+255
New +$6.62K ﹤0.01% 420
2022
Q3 		– Sell
-202
Closed -$5K – 473
2022
Q2 		$5K Hold
202
– – ﹤0.01% 427
2022
Q1 		$6K Hold
202
– – ﹤0.01% 429
2021
Q4 		$6K Hold
202
– – ﹤0.01% 458
2021
Q3 		$6K Hold
202
– – ﹤0.01% 456
2021
Q2 		$6K Hold
202
– – ﹤0.01% 456
2021
Q1 		$6K Hold
202
– – ﹤0.01% 447
2020
Q4 		$6K Hold
202
– – ﹤0.01% 462
2020
Q3 		$5K Hold
202
– – ﹤0.01% 456
2020
Q2 		$5K Hold
202
– – ﹤0.01% 462
2020
Q1 		$4K Hold
202
– – ﹤0.01% 483
2019
Q4 		$5K Buy
+202
New +$5.05K ﹤0.01% 504
2019
Q3 		– Sell
-203
Closed -$5K – 309
2019
Q2 		$5K Hold
203
– – ﹤0.01% 515
2019
Q1 		$5K Hold
203
– – ﹤0.01% 525
2018
Q4 		$4K Hold
203
– – ﹤0.01% 530
2018
Q3 		$5K Hold
203
– – ﹤0.01% 539
2018
Q2 		$5K Hold
203
– – ﹤0.01% 547
2018
Q1 		$5K Hold
203
– – ﹤0.01% 550
2017
Q4 		$5K Buy
+203
New +$5.21K ﹤0.01% 547

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Duncker Streett & Co's CWI Position: Q4 2024 in Review

Duncker Streett & Co sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2024, closing a stake of 255 shares — an estimated $7.76K sold.

Duncker Streett & Co first reported a position in CWI in Q4 2017 and held it in 24 quarters. The position peaked at $7.76K in Q3 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q4 2024.

  • Duncker Streett & Co reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Duncker Streett & Co sold 255 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2024, an estimated $7.76K.
  • Duncker Streett & Co first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 24 quarters.
  • Duncker Streett & Co's State Street SPDR MSCI ACWI ex-US ETF position peaked at $7.76K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2024.

Based on Duncker Streett & Co's 13F filing for Q4 2024, filed 5 Feb 2025.