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 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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Raymond James Financial's CWI Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.7% in Q1 2026, selling an estimated $126K and leaving 193,562 shares worth $7.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Raymond James Financial first reported a position in CWI in Q4 2024 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Raymond James Financial held 193,562 shares of State Street SPDR MSCI ACWI ex-US ETF worth $7.08M as of Q1 2026.
Raymond James Financial sold 3,351 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $126K.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2301 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 6 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.