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

Lowe Wealth 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
2025
Q3 		$100K Hold
2,864
– – 0.04% 97
2025
Q2 		$93.5K Hold
2,864
– – 0.04% 94
2025
Q1 		$84.7K Hold
2,864
– – 0.04% 101
2024
Q4 		$80K Hold
2,864
– – 0.03% 101
2024
Q3 		$87.2K Hold
2,864
– – 0.04% 89
2024
Q2 		$81.1K Hold
2,864
– – 0.04% 90
2024
Q1 		$81.3K Hold
2,864
– – 0.04% 88
2023
Q4 		$77.4K Buy
+2,864
New +$72.9K 0.04% 85

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
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
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

Lowe Wealth Advisors's CWI Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2025 at 2,864 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #97.

Lowe Wealth Advisors first reported a position in CWI in Q4 2023 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold CWI as of Q3 2025.

  • Lowe Wealth Advisors held 2,864 shares of State Street SPDR MSCI ACWI ex-US ETF worth $100K as of Q3 2025.
  • Lowe Wealth Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2025.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #97 holding.
  • Lowe Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 8 quarters since.
  • 245 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.