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

NewEdge 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 		$15M Buy
369,468
+5,241
+1% +$208K 0.04% 377
2026
Q1 		$13.3M Buy
364,227
+902
+0.2% +$34K 0.05% 370
2025
Q4 		$13.1M Buy
363,325
+13,985
+4% +$495K 0.05% 350
2025
Q3 		$12.2M Buy
349,340
+5,949
+2% +$199K 0.06% 344
2025
Q2 		$11.2M Buy
343,391
+6,797
+2% +$209K 0.06% 342
2025
Q1 		$9.96M Sell
336,594
-12,168
-3% -$357K 0.06% 324
2024
Q4 		$9.74M Buy
348,762
+17,441
+5% +$510K 0.06% 316
2024
Q3 		$10.1M Buy
331,321
+5,791
+2% +$168K 0.07% 292
2024
Q2 		$9.22M Buy
325,530
+16,204
+5% +$459K 0.07% 278
2024
Q1 		$8.78M Sell
309,326
-3,417
-1% -$93.2K 0.08% 255
2023
Q4 		$8.26M Buy
312,743
+17,872
+6% +$455K 0.08% 242
2023
Q3 		$7.34M Buy
294,871
+57,170
+24% +$1.48M 0.08% 245
2023
Q2 		$6.21M Buy
237,701
+53,550
+29% +$1.39M 0.07% 275
2023
Q1 		$4.74M Buy
184,151
+147,049
+396% +$3.74M 0.06% 318
2022
Q4 		$893K Buy
+37,102
New +$863K 0.02% 544

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
Mirae Asset Global Investments
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NewEdge Advisors's CWI Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.4% in Q2 2026, buying an estimated $208K and bringing the position to 369,468 shares worth $15M. The position accounts for 0.04% of the portfolio, ranked #377.

NewEdge Advisors first reported a position in CWI in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • NewEdge Advisors held 369,468 shares of State Street SPDR MSCI ACWI ex-US ETF worth $15M as of Q2 2026.
  • NewEdge Advisors bought 5,241 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $208K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #377 holding.
  • NewEdge Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.