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

Portus 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
2026
Q2 		$8.97M Sell
220,496
-59,349
-21% -$2.35M 7.38% 3
2026
Q1 		$10.2M Buy
279,845
+40,105
+17% +$1.51M 9.64% 3
2025
Q4 		$8.61M Buy
239,740
+6,978
+3% +$247K 8.13% 3
2025
Q3 		$8.13M Buy
+232,762
New +$7.8M 8.11% 3

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

Portus Wealth Advisors's CWI Position: Q2 2026 in Review

Portus Wealth Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 21% in Q2 2026, selling an estimated $2.35M and leaving 220,496 shares worth $8.97M. The position accounts for 7.38% of the portfolio, ranked #3.

Portus Wealth Advisors first reported a position in CWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Portus Wealth Advisors held 220,496 shares of State Street SPDR MSCI ACWI ex-US ETF worth $8.97M as of Q2 2026.
  • Portus Wealth Advisors sold 59,349 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $2.35M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 7.38% of Portus Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Portus Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • Portus Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $10.2M in Q1 2026.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.