Raymond James Financial
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Raymond James Financial’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Raymond James Financial’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 		$7.59M Sell
186,518
-7,044
-4% -$279K ﹤0.01% 2389
2026
Q1 		$7.08M Sell
193,562
-3,351
-2% -$126K ﹤0.01% 2301
2025
Q4 		$7.07M Buy
196,913
+27,742
+16% +$982K ﹤0.01% 2245
2025
Q3 		$5.91M Sell
169,171
-3,588
-2% -$120K ﹤0.01% 2349
2025
Q2 		$5.64M Sell
172,759
-27,649
-14% -$850K ﹤0.01% 2289
2025
Q1 		$5.93M Buy
200,408
+3,346
+2% +$98.1K ﹤0.01% 2219
2024
Q4 		$5.51M Buy
+197,062
New +$5.76M ﹤0.01% 2269

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

Raymond James Financial's CWI Position: Q2 2026 in Review

Raymond James Financial reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 3.6% in Q2 2026, selling an estimated $279K and leaving 186,518 shares worth $7.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Raymond James Financial first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Raymond James Financial held 186,518 shares of State Street SPDR MSCI ACWI ex-US ETF worth $7.59M as of Q2 2026.
  • Raymond James Financial sold 7,044 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $279K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2389 holding.
  • Raymond James Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.