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Masso Torrence Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Masso Torrence Wealth Management’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 		$1.08M Buy
30,786
+1,215
+4% +$40.7K 0.45% 39
2025
Q2 		$966K Buy
29,571
+1,965
+7% +$60.4K 0.45% 41
2025
Q1 		$817K Sell
27,606
-5,168
-16% -$151K 0.44% 44
2024
Q4 		$916K Sell
32,774
-2,530
-7% -$73.9K 0.48% 40
2024
Q3 		$1.07M Sell
35,304
-113
-0.3% -$3.28K 0.58% 33
2024
Q2 		$1M Buy
35,417
+4,111
+13% +$117K 0.56% 37
2024
Q1 		$889K Sell
31,306
-4,562
-13% -$124K 0.53% 41
2023
Q4 		$970K Sell
35,868
-6,815
-16% -$174K 0.66% 34
2023
Q3 		$1.06M Buy
42,683
+2,697
+7% +$69.8K 0.82% 34
2023
Q2 		$1.04M Buy
39,986
+7,951
+25% +$207K 0.75% 34
2023
Q1 		$824K Buy
32,035
+2,815
+10% +$71.5K 0.65% 41
2022
Q4 		$703K Sell
29,220
-22,101
-43% -$514K 0.56% 46
2022
Q3 		$1.09M Buy
51,321
+1,854
+4% +$43.6K 0.96% 33
2022
Q2 		$1.18M Buy
49,467
+1,634
+3% +$41.7K 1.03% 32
2022
Q1 		$1.32M Buy
47,833
+2,328
+5% +$65.4K 1.05% 27
2021
Q4 		$1.33M Buy
+45,505
New +$1.34M 0.93% 31

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 $3.64B AUM 14.73% 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 $1.01B AUM 16.61% 1-Year Est. Return

Masso Torrence Wealth Management's CWI Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 4.1% in Q3 2025, buying an estimated $40.7K and bringing the position to 30,786 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #39.

Masso Torrence Wealth Management first reported a position in CWI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.33M in Q4 2021. 245 funds tracked by Wall St. Rank hold CWI as of Q3 2025.

  • Masso Torrence Wealth Management held 30,786 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.08M as of Q3 2025.
  • Masso Torrence Wealth Management bought 1,215 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2025, an estimated $40.7K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.45% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #39 holding.
  • Masso Torrence Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.33M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.