FCA
CWI icon

Fortis Capital Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Fortis Capital 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
Q2 		$565K Buy
13,894
+1,683
+14% +$66.7K 0.06% 231
2026
Q1 		$447K Sell
12,211
-36
-0.3% -$1.36K 0.06% 246
2025
Q4 		$440K Buy
12,247
+3,953
+48% +$140K 0.06% 209
2025
Q3 		$290K Buy
+8,294
New +$278K 0.05% 230

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 $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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fortis Capital Advisors's CWI Position: Q2 2026 in Review

Fortis Capital Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 14% in Q2 2026, buying an estimated $66.7K and bringing the position to 13,894 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #231.

Fortis Capital Advisors first reported a position in CWI in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Fortis Capital Advisors held 13,894 shares of State Street SPDR MSCI ACWI ex-US ETF worth $565K as of Q2 2026.
  • Fortis Capital Advisors bought 1,683 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $66.7K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #231 holding.
  • Fortis Capital Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.