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

Sage Mountain 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	$287K	Hold	7,067	–	–	0.02%	186
2026 Q1	$259K	Hold	7,067	–	–	0.02%	177
2025 Q4	$254K	Hold	7,067	–	–	0.01%	428
2025 Q3	$247K	Hold	7,067	–	–	0.01%	416
2025 Q2	$231K	Buy	7,067 +6,867	+3,434%	+$211K	0.02%	382
2025 Q1	$5.92K	Hold	200	–	–	﹤0.01%	490
2024 Q4	$5.59K	Hold	200	–	–	﹤0.01%	471
2024 Q3	$6.09K	Hold	200	–	–	﹤0.01%	478
2024 Q2	$5.66K	Hold	200	–	–	﹤0.01%	417
2024 Q1	$5.68K	Hold	200	–	–	﹤0.01%	399
2023 Q4	$5.41K	Hold	200	–	–	﹤0.01%	342
2023 Q3	$4.98K	Hold	200	–	–	﹤0.01%	343
2023 Q2	$5.23K	Hold	200	–	–	﹤0.01%	336
2023 Q1	$5.15K	Hold	200	–	–	﹤0.01%	321
2022 Q4	$4.81K	Buy	+200	New	+$4.65K	﹤0.01%	277

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sage Mountain Advisors's CWI Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 7,067 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #186.

Sage Mountain Advisors first reported a position in CWI in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Sage Mountain Advisors held 7,067 shares of State Street SPDR MSCI ACWI ex-US ETF worth $287K as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #186 holding.
Sage Mountain Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.