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Oarsman Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-135
Closed -$3.77K – 378
2024
Q4 		$3.77K Hold
135
– – ﹤0.01% 790
2024
Q3 		$4.11K Buy
+135
New +$3.92K ﹤0.01% 797

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
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oarsman Capital's CWI Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2025, closing a stake of 135 shares — an estimated $3.77K sold.

Oarsman Capital first reported a position in CWI in Q3 2024 and held it in 2 quarters. The position peaked at $4.11K in Q3 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 135 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2025, an estimated $3.77K.
  • Oarsman Capital first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's State Street SPDR MSCI ACWI ex-US ETF position peaked at $4.11K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.