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SMA
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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