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

Greenwood Capital Associates’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
2025
Q1 		– Sell
-53,255
Closed -$1.49M – 243
2024
Q4 		$1.49M Buy
+53,255
New +$1.56M 0.19% 99
2024
Q2 		– Sell
-10,247
Closed -$291K – 234
2024
Q1 		$291K Sell
10,247
-119
-1% -$3.25K 0.04% 225
2023
Q4 		$280K Sell
10,366
-889
-8% -$22.6K 0.04% 225
2023
Q3 		$280K Sell
11,255
-245
-2% -$6.34K 0.04% 226
2023
Q2 		$300K Sell
11,500
-44,023
-79% -$1.14M 0.04% 219
2023
Q1 		$1.43M Sell
55,523
-65,190
-54% -$1.66M 0.21% 101
2022
Q4 		$2.9M Buy
120,713
+39,967
+49% +$930K 0.48% 58
2022
Q3 		$1.71M Sell
80,746
-1,790
-2% -$42.1K 0.29% 76
2022
Q2 		$1.96M Buy
+82,536
New +$2.11M 0.31% 70
2018
Q1 		– Sell
-55,661
Closed -$1.45M – 200
2017
Q4 		$1.45M Sell
55,661
-293,517
-84% -$7.54M 0.34% 84
2017
Q3 		$8.81M Buy
349,178
+16,905
+5% +$416K 2.19% 3
2017
Q2 		$7.9M Buy
332,273
+100,310
+43% +$2.36M 2.05% 6
2017
Q1 		$5.28M Buy
231,963
+124,630
+116% +$2.76M 1.38% 15
2016
Q4 		$2.25M Sell
107,333
-87,975
-45% -$1.86M 0.64% 71
2016
Q3 		$4.23M Buy
195,308
+94,073
+93% +$2M 1.28% 21
2016
Q2 		$2.06M Buy
101,235
+60,255
+147% +$1.24M 0.63% 75
2016
Q1 		$842K Buy
+40,980
New +$796K 0.27% 83

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Greenwood Capital Associates's CWI Position: Q1 2025 in Review

Greenwood Capital Associates sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2025, closing a stake of 53,255 shares — an estimated $1.49M sold.

Greenwood Capital Associates first reported a position in CWI in Q1 2016 and held it in 17 quarters. The position peaked at $8.81M in Q3 2017. 223 funds tracked by Wall St. Rank hold CWI as of Q1 2025.

  • Greenwood Capital Associates reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Greenwood Capital Associates sold 53,255 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2025, an estimated $1.49M.
  • Greenwood Capital Associates first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2016 and held it in 17 quarters.
  • Greenwood Capital Associates's State Street SPDR MSCI ACWI ex-US ETF position peaked at $8.81M in Q3 2017.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2025.

Based on Greenwood Capital Associates's 13F filing for Q1 2025, filed 15 Apr 2025.