Janney Montgomery Scott
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Janney Montgomery Scott’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Janney Montgomery Scott’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 		$356K Sell
8,756
-323
-4% -$12.8K ﹤0.01% 2625
2026
Q1 		$332K Buy
9,079
+334
+4% +$12.6K ﹤0.01% 2316
2025
Q4 		$314K Buy
8,745
+826
+10% +$29.2K ﹤0.01% 2520
2025
Q3 		$277K Hold
7,919
– – ﹤0.01% 2541
2025
Q2 		$259K Hold
7,919
– – ﹤0.01% 2428
2025
Q1 		$234K Sell
7,919
-2,165
-21% -$63.5K ﹤0.01% 2449
2024
Q4 		$282K Hold
10,084
– – ﹤0.01% 2345
2024
Q3 		$307K Hold
10,084
– – ﹤0.01% 2276
2024
Q2 		$285K Sell
10,084
-440
-4% -$12.5K ﹤0.01% 2234
2024
Q1 		$299K Hold
10,524
– – ﹤0.01% 2344
2023
Q4 		$285K Buy
10,524
+450
+4% +$11.5K ﹤0.01% 2249
2023
Q3 		$251K Sell
10,074
-779
-7% -$20.2K ﹤0.01% 2252
2023
Q2 		$284K Hold
10,853
– – ﹤0.01% 2258
2023
Q1 		$279K Sell
10,853
-3,570
-25% -$90.7K ﹤0.01% 2094
2022
Q4 		$347K Buy
+14,423
New +$336K ﹤0.01% 2011
2020
Q1 		– Sell
-70,603
Closed -$1.82M – 1924
2019
Q4 		$1.82M Sell
70,603
-2,630
-4% -$65.8K 0.01% 838
2019
Q3 		$1.76M Sell
73,233
-2,391
-3% -$57.2K 0.01% 814
2019
Q2 		$1.85M Sell
75,624
-14,235
-16% -$345K 0.01% 771
2019
Q1 		$2.17M Buy
89,859
+6,184
+7% +$145K 0.02% 668
2018
Q4 		$1.83M Buy
+83,675
New +$1.93M 0.02% 672

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

Janney Montgomery Scott's CWI Position: Q2 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 3.6% in Q2 2026, selling an estimated $12.8K and leaving 8,756 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Janney Montgomery Scott first reported a position in CWI in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.17M in Q1 2019. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Janney Montgomery Scott held 8,756 shares of State Street SPDR MSCI ACWI ex-US ETF worth $356K as of Q2 2026.
  • Janney Montgomery Scott sold 323 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $12.8K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2625 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and has held it in 20 quarters since.
  • Janney Montgomery Scott's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.17M in Q1 2019.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.