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GLOBALT Investments’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

GLOBALT Investments’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 		$59M Sell
1,449,863
-26,492
-2% -$1.05M 1.99% 9
2026
Q1 		$54M Buy
1,476,355
+64,182
+5% +$2.42M 1.93% 11
2025
Q4 		$50.7M Sell
1,412,173
-4,183
-0.3% -$148K 1.85% 15
2025
Q3 		$49.5M Sell
1,416,356
-23,065
-2% -$773K 1.81% 13
2025
Q2 		$47M Sell
1,439,421
-30,478
-2% -$937K 1.8% 14
2025
Q1 		$43.5M Sell
1,469,899
-27,448
-2% -$804K 1.78% 14
2024
Q4 		$41.8M Sell
1,497,347
-27,907
-2% -$816K 1.6% 14
2024
Q3 		$46.4M Sell
1,525,254
-72,017
-5% -$2.09M 1.74% 13
2024
Q2 		$45.2M Sell
1,597,271
-32,675
-2% -$926K 1.81% 13
2024
Q1 		$46.3M Sell
1,629,946
-38,734
-2% -$1.06M 1.84% 14
2023
Q4 		$45.1M Buy
+1,668,680
New +$42.5M 1.88% 15

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
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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

GLOBALT Investments's CWI Position: Q2 2026 in Review

GLOBALT Investments reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.8% in Q2 2026, selling an estimated $1.05M and leaving 1,449,863 shares worth $59M. The position accounts for 1.99% of the portfolio, ranked #9.

GLOBALT Investments first reported a position in CWI in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • GLOBALT Investments held 1,449,863 shares of State Street SPDR MSCI ACWI ex-US ETF worth $59M as of Q2 2026.
  • GLOBALT Investments sold 26,492 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.05M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.99% of GLOBALT Investments's portfolio in Q2 2026, its #9 holding.
  • GLOBALT Investments first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.