Key Financial Inc’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Key Financial Inc’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	$399K	Hold	9,815	–	–	0.07%	214
2026 Q1	$359K	Hold	9,815	–	–	0.06%	217
2025 Q4	$353K	Hold	9,815	–	–	0.06%	214
2025 Q3	$345K	Buy	9,815 +2,110	+27%	+$70.7K	0.06%	216
2025 Q2	$252K	Buy	7,705 +7,275	+1,692%	+$224K	0.05%	246
2025 Q1	$12.7K	Hold	430	–	–	﹤0.01%	760
2024 Q4	$12K	Hold	430	–	–	﹤0.01%	778
2024 Q3	$13.1K	Hold	430	–	–	﹤0.01%	731
2024 Q2	$12.2K	Hold	430	–	–	﹤0.01%	729
2024 Q1	$12.2K	Hold	430	–	–	﹤0.01%	702
2023 Q4	$11.6K	Hold	430	–	–	﹤0.01%	703
2023 Q3	$10.7K	Hold	430	–	–	﹤0.01%	693
2023 Q2	$11.2K	Hold	430	–	–	﹤0.01%	687
2023 Q1	$11.1K	Hold	430	–	–	﹤0.01%	654
2022 Q4	$9.12K	Hold	430	–	–	﹤0.01%	644
2022 Q3	$9K	Hold	430	–	–	﹤0.01%	645
2022 Q2	$10K	Hold	430	–	–	0.01%	622
2022 Q1	$12K	Hold	430	–	–	0.01%	583
2021 Q4	$13K	Buy	+430	New	+$12.7K	0.01%	546

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Key Financial Inc's CWI Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 9,815 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #214.

Key Financial Inc first reported a position in CWI in Q4 2021 and has held it in 19 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Key Financial Inc held 9,815 shares of State Street SPDR MSCI ACWI ex-US ETF worth $399K as of Q2 2026.
Key Financial Inc left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #214 holding.
Key Financial Inc first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 19 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.