FIT
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Financially in Tune’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Financially in Tune’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
Q1 		$1.12M Buy
30,495
+6,784
+29% +$256K 0.96% 25
2025
Q4 		$852K Buy
+23,711
New +$839K 0.79% 30

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 $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Financially in Tune's CWI Position: Q1 2026 in Review

Financially in Tune increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 29% in Q1 2026, buying an estimated $256K and bringing the position to 30,495 shares worth $1.12M. The position accounts for 0.96% of the portfolio, ranked #25.

Financially in Tune first reported a position in CWI in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Financially in Tune held 30,495 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.12M as of Q1 2026.
  • Financially in Tune bought 6,784 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $256K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.96% of Financially in Tune's portfolio in Q1 2026, its #25 holding.
  • Financially in Tune first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2025 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.