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Global Retirement Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Global Retirement Partners’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 		$1M Buy
+24,661
New +$978K 0.02% 751
2025
Q4 		$1.01M Buy
28,032
+3,593
+15% +$127K 0.02% 662
2025
Q3 		$853K Buy
24,439
+721
+3% +$24.2K 0.02% 592
2025
Q2 		$775K Buy
+23,718
New +$729K 0.02% 573
2024
Q4 		$685K Buy
24,532
+1,327
+6% +$38.8K 0.02% 543
2024
Q3 		$706K Sell
23,205
-6,507
-22% -$189K 0.02% 535
2024
Q2 		$841K Sell
29,712
-2,204
-7% -$62.5K 0.03% 463
2024
Q1 		$906K Sell
31,916
-600
-2% -$16.4K 0.03% 383
2023
Q4 		$856K Buy
32,516
+474
+1% +$12.1K 0.04% 370
2023
Q3 		$777K Buy
32,042
+25,201
+368% +$652K 0.04% 351
2023
Q2 		$179K Buy
6,841
+162
+2% +$4.21K 0.01% 730
2023
Q1 		$173K Buy
6,679
+2,012
+43% +$51.1K 0.01% 723
2022
Q4 		$112K Buy
4,667
+1,749
+60% +$40.7K 0.01% 773
2022
Q3 		$64K Sell
2,918
-1,426
-33% -$33.6K ﹤0.01% 926
2022
Q2 		$103K Sell
4,344
-1,579
-27% -$40.3K 0.01% 727
2022
Q1 		$151K Buy
+5,923
New +$167K 0.01% 619
2021
Q4 		– Sell
-4,174
Closed -$121K – 553
2021
Q3 		$121K Buy
4,174
+163
+4% +$4.87K 0.01% 592
2021
Q2 		$121K Buy
4,011
+3,911
+3,911% +$118K 0.01% 584
2021
Q1 		$3K Hold
100
– – ﹤0.01% 1575
2020
Q4 		$3K Hold
100
– – ﹤0.01% 1527
2020
Q3 		$2K Hold
100
– – ﹤0.01% 1471
2020
Q2 		$2K Hold
100
– – ﹤0.01% 1444
2020
Q1 		$2K Hold
100
– – ﹤0.01% 1397
2019
Q4 		$3K Hold
100
– – ﹤0.01% 1409
2019
Q3 		$2K Sell
100
-1
-1% -$24 ﹤0.01% 1437
2019
Q2 		$2K Buy
+101
New +$2.44K ﹤0.01% 1430

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

Global Retirement Partners's CWI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 24,661 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #751 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CWI as recently as Q4 2025.

Global Retirement Partners first reported a position in CWI in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Global Retirement Partners held 24,661 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1M as of Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #751 holding.
  • Global Retirement Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and has held it in 26 quarters since.
  • Global Retirement Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.01M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.