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

Glassman Wealth Services’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	$320K	Sell	7,856 -202	-3%	-$8.01K	0.04%	66
2026 Q1	$295K	Buy	8,058 +80	+1%	+$3.02K	0.04%	63
2025 Q4	$287K	Hold	7,978	–	–	0.04%	67
2025 Q3	$279K	Hold	7,978	–	–	0.04%	65
2025 Q2	$261K	Hold	7,978	–	–	0.04%	67
2025 Q1	$236K	Buy	7,978 +67	+0.8%	+$1.96K	0.04%	66
2024 Q4	$221K	Hold	7,911	–	–	0.04%	63
2024 Q3	$241K	Sell	7,911 -1,708	-18%	-$49.5K	0.04%	60
2024 Q2	$272K	Hold	9,619	–	–	0.05%	60
2024 Q1	$273K	Buy	9,619 +398	+4%	+$10.9K	0.06%	58
2023 Q4	$249K	Sell	9,221 -1,640	-15%	-$41.8K	0.04%	158
2023 Q3	$270K	Hold	10,861	–	–	0.04%	129
2023 Q2	$284K	Sell	10,861 -2,274	-17%	-$59.1K	0.05%	128
2023 Q1	$338K	Buy	13,135 +180	+1%	+$4.57K	0.06%	108
2022 Q4	$312K	Buy	12,955 +545	+4%	+$12.7K	0.06%	123
2022 Q3	$263K	Buy	12,410 +3,055	+33%	+$71.9K	0.06%	115
2022 Q2	$222K	Hold	9,355	–	–	0.05%	141
2022 Q1	$257K	Buy	+9,355	New	+$263K	0.05%	140

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Glassman Wealth Services's CWI Position: Q2 2026 in Review

Glassman Wealth Services reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.5% in Q2 2026, selling an estimated $8.01K and leaving 7,856 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #66.

Glassman Wealth Services first reported a position in CWI in Q1 2022 and has held it in 18 quarters since. The position peaked at $338K in Q1 2023. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Glassman Wealth Services held 7,856 shares of State Street SPDR MSCI ACWI ex-US ETF worth $320K as of Q2 2026.
Glassman Wealth Services sold 202 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $8.01K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of Glassman Wealth Services's portfolio in Q2 2026, its #66 holding.
Glassman Wealth Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2022 and has held it in 18 quarters since.
Glassman Wealth Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $338K in Q1 2023.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.