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Savant Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Savant Capital’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 		$8.88M Buy
229,701
+116,073
+102% +$4.6M 0.03% 315
2026
Q1 		$4.16M Buy
113,628
+2,760
+2% +$104K 0.02% 293
2025
Q4 		$3.98M Sell
110,868
-12,430
-10% -$440K 0.02% 280
2025
Q3 		$4.31M Sell
123,298
-2,653
-2% -$88.9K 0.03% 256
2025
Q2 		$4.11M Sell
125,951
-435
-0.3% -$13.4K 0.03% 233
2025
Q1 		$3.74M Sell
126,386
-2,106
-2% -$61.7K 0.03% 227
2024
Q4 		$3.59M Sell
128,492
-4,297
-3% -$126K 0.03% 292
2024
Q3 		$4.04M Sell
132,789
-6,662
-5% -$193K 0.03% 262
2024
Q2 		$3.95M Sell
139,451
-2,361
-2% -$66.9K 0.04% 226
2024
Q1 		$4.03M Sell
141,812
-7,643
-5% -$208K 0.05% 215
2023
Q4 		$4.04M Sell
149,455
-2,886
-2% -$73.5K 0.05% 195
2023
Q3 		$3.79M Buy
152,341
+5,306
+4% +$137K 0.06% 189
2023
Q2 		$3.84M Buy
+147,035
New +$3.82M 0.06% 186

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

Savant Capital's CWI Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 102% in Q2 2026, buying an estimated $4.6M and bringing the position to 229,701 shares worth $8.88M. The position accounts for 0.03% of the portfolio, ranked #315.

Savant Capital first reported a position in CWI in Q2 2023 and has held it in 13 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Savant Capital held 229,701 shares of State Street SPDR MSCI ACWI ex-US ETF worth $8.88M as of Q2 2026.
  • Savant Capital bought 116,073 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $4.6M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Savant Capital's portfolio in Q2 2026, its #315 holding.
  • Savant Capital first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2023 and has held it in 13 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.