Lido Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Lido Advisors’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	$1.53M	Sell	37,635 -4,476	-11%	-$177K	﹤0.01%	897
2026 Q1	$1.54M	Buy	42,111 +5,674	+16%	+$214K	﹤0.01%	788
2025 Q4	$1.27M	Hold	36,437	–	–	﹤0.01%	892
2025 Q3	$1.27M	Buy	36,437 +37	+0.1%	+$1.24K	﹤0.01%	841
2025 Q2	$1.19M	Buy	36,400 +2	+0%	+$61	﹤0.01%	775
2025 Q1	$1.08M	Hold	36,398	–	–	﹤0.01%	748
2024 Q4	$1.02M	Sell	36,398 -338	-0.9%	-$9.88K	﹤0.01%	759
2024 Q3	$1.12M	Buy	36,736 +15	+0%	+$435	0.01%	666
2024 Q2	$1.04M	Sell	36,721 -2,174	-6%	-$61.6K	0.01%	653
2024 Q1	$1.1M	Sell	38,895 -449	-1%	-$12.2K	0.01%	608
2023 Q4	$1.06M	Buy	+39,344	New	+$1M	0.01%	592
2023 Q2	–	Sell	-8,579	Closed	-$221K	–	1240
2023 Q1	$221K	Buy	+8,579	New	+$218K	﹤0.01%	982

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

Lido Advisors's CWI Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 11% in Q2 2026, selling an estimated $177K and leaving 37,635 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Lido Advisors first reported a position in CWI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Lido Advisors held 37,635 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.53M as of Q2 2026.
Lido Advisors sold 4,476 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $177K.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #897 holding.
Lido Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and has held it in 12 quarters since.
Lido Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.54M in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.