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

PSI 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
2025
Q2 		– Sell
-1,345
Closed -$39.8K – 224
2025
Q1 		$39.8K Hold
1,345
– – 0.01% 266
2024
Q4 		$37.6K Sell
1,345
-619
-32% -$18.1K 0.01% 320
2024
Q3 		$59.8K Hold
1,964
– – 0.02% 250
2024
Q2 		$55.6K Sell
1,964
-252
-11% -$7.14K 0.02% 246
2024
Q1 		$62.9K Hold
2,216
– – 0.02% 226
2023
Q4 		$59.9K Hold
2,216
– – 0.02% 237
2023
Q3 		$55.2K Hold
2,216
– – 0.02% 237
2023
Q2 		$57.9K Hold
2,216
– – 0.03% 226
2023
Q1 		$57K Hold
2,216
– – 0.03% 210
2022
Q4 		$53.3K Hold
2,216
– – 0.03% 215
2022
Q3 		$47K Hold
2,216
– – 0.02% 232
2022
Q2 		$53K Hold
2,216
– – 0.03% 246
2022
Q1 		$61K Sell
2,216
-414
-16% -$11.6K 0.03% 245
2021
Q4 		$77K Hold
2,630
– – 0.03% 228
2021
Q3 		$76K Buy
+2,630
New +$78.5K 0.03% 229
2020
Q1 		– Sell
-2,630
Closed -$67K – 208
2019
Q4 		$67K Buy
+2,630
New +$65.8K 0.04% 235

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

PSI Advisors's CWI Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 1,345 shares — an estimated $39.8K sold.

PSI Advisors first reported a position in CWI in Q4 2019 and held it in 16 quarters. The position peaked at $77K in Q4 2021. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • PSI Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,345 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $39.8K.
  • PSI Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $77K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.