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Lokken Investment Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Lokken Investment Group’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
Q3 		$1.05M Sell
30,131
-909
-3% -$30.4K 0.36% 68
2025
Q2 		$1.01M Buy
31,040
+19,183
+162% +$590K 0.39% 64
2025
Q1 		$351K Buy
+11,857
New +$348K 0.15% 93

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Lokken Investment Group's CWI Position: Q3 2025 in Review

Lokken Investment Group reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.9% in Q3 2025, selling an estimated $30.4K and leaving 30,131 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #68.

Lokken Investment Group first reported a position in CWI in Q1 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold CWI as of Q3 2025.

  • Lokken Investment Group held 30,131 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.05M as of Q3 2025.
  • Lokken Investment Group sold 909 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2025, an estimated $30.4K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.36% of Lokken Investment Group's portfolio in Q3 2025, its #68 holding.
  • Lokken Investment Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.