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

GSB Wealth Management’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 		$213K Buy
+5,245
New +$208K 0.04% 221
2026
Q1 		– Sell
-884
Closed -$33.3K – 239
2025
Q4 		$31.7K Buy
884
+14
+2% +$496 0.01% 224
2025
Q3 		$30.4K Sell
870
-12,431
-93% -$416K 0.01% 230
2025
Q2 		$434K Sell
13,301
-4,785
-26% -$147K 0.11% 151
2025
Q1 		$535K Buy
18,086
+523
+3% +$15.3K 0.14% 132
2024
Q4 		$491K Buy
17,563
+44
+0.3% +$1.29K 0.13% 140
2024
Q3 		$533K Buy
17,519
+1,562
+10% +$45.3K 0.14% 140
2024
Q2 		$452K Buy
15,957
+462
+3% +$13.1K 0.12% 148
2024
Q1 		$440K Buy
15,495
+1,311
+9% +$35.7K 0.12% 149
2023
Q4 		$384K Sell
14,184
-968
-6% -$24.6K 0.12% 151
2023
Q3 		$377K Buy
15,152
+26
+0.2% +$673 0.13% 144
2023
Q2 		$395K Sell
15,126
-7,739
-34% -$201K 0.13% 147
2023
Q1 		$576K Buy
22,865
+7,393
+48% +$188K 0.19% 135
2022
Q4 		$372K Sell
15,472
-13,413
-46% -$312K 0.13% 152
2022
Q3 		$613K Buy
28,885
+2,650
+10% +$62.4K 0.22% 131
2022
Q2 		$624K Buy
26,235
+14
+0.1% +$357 0.21% 136
2022
Q1 		$722K Sell
26,221
-400
-2% -$11.2K 0.21% 140
2021
Q4 		$780K Buy
26,621
+978
+4% +$28.9K 0.22% 130
2021
Q3 		$743K Buy
25,643
+2,898
+13% +$86.5K 0.38% 73
2021
Q2 		$687K Buy
22,745
+6,140
+37% +$185K 0.21% 137
2021
Q1 		$480K Buy
+16,605
New +$481K 0.16% 145

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

GSB Wealth Management's CWI Position: Q2 2026 in Review

GSB Wealth Management opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 5,245 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #221 among its holdings. This is a return to the name: GSB Wealth Management previously reported a position in CWI as recently as Q4 2025.

GSB Wealth Management first reported a position in CWI in Q1 2021 and has held it in 21 quarters since. The position peaked at $780K in Q4 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • GSB Wealth Management held 5,245 shares of State Street SPDR MSCI ACWI ex-US ETF worth $213K as of Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF was a new GSB Wealth Management position in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of GSB Wealth Management's portfolio in Q2 2026, its #221 holding.
  • GSB Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $780K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.