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

Priebe Wealth Holdings’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 Q2	$2.51M	Sell	76,863 -18,668	-20%	-$574K	2.17%	12
2025 Q1	$2.83M	Buy	95,531 +3,067	+3%	+$89.9K	1.76%	12
2024 Q4	$2.58M	Buy	92,464 +8,075	+10%	+$236K	1.75%	10
2024 Q3	$2.57M	Buy	84,389 +6,190	+8%	+$180K	1.87%	10
2024 Q2	$2.21M	Buy	78,199 +8,667	+12%	+$246K	1.75%	11
2024 Q1	$1.97M	Buy	69,532 +6,416	+10%	+$175K	1.54%	12
2023 Q4	$1.71M	Buy	+63,116	New	+$1.61M	1.4%	13

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 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

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Priebe Wealth Holdings's CWI Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 20% in Q2 2025, selling an estimated $574K and leaving 76,863 shares worth $2.51M. The position accounts for 2.17% of the portfolio, ranked #12.

Priebe Wealth Holdings first reported a position in CWI in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.83M in Q1 2025. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

Priebe Wealth Holdings held 76,863 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.51M as of Q2 2025.
Priebe Wealth Holdings sold 18,668 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $574K.
State Street SPDR MSCI ACWI ex-US ETF made up 2.17% of Priebe Wealth Holdings's portfolio in Q2 2025, its #12 holding.
Priebe Wealth Holdings first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.83M in Q1 2025.
235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.