Security National Bank of So Dak’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Security National Bank of So Dak’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	$475K	Hold	12,977	–	–	0.23%	81
2025 Q4	$466K	Hold	12,977	–	–	0.23%	82
2025 Q3	$453K	Hold	12,977	–	–	0.23%	82
2025 Q2	$424K	Hold	12,977	–	–	0.23%	79
2025 Q1	$384K	Hold	12,977	–	–	0.22%	85
2024 Q4	$363K	Buy	+12,977	New	+$379K	0.2%	84
2021 Q3	–	Sell	-12,977	Closed	-$392K	–	97
2021 Q2	$392K	Buy	+12,977	New	+$391K	0.3%	70

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 $67.7B AUM 51.91% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Security National Bank of So Dak's CWI Position: Q1 2026 in Review

Security National Bank of So Dak held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q1 2026 at 12,977 shares worth $475K. The position accounts for 0.23% of the portfolio, ranked #81.

Security National Bank of So Dak first reported a position in CWI in Q2 2021 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Security National Bank of So Dak held 12,977 shares of State Street SPDR MSCI ACWI ex-US ETF worth $475K as of Q1 2026.
Security National Bank of So Dak left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q1 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.23% of Security National Bank of So Dak's portfolio in Q1 2026, its #81 holding.
Security National Bank of So Dak first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.