SMI Advisory Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

SMI Advisory Services’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 Q3	$564K	Sell	14,009 -675	-5%	-$27.5K	0.09%	36
2026 Q2	$601K	Sell	14,684 -19	-0.1%	-$753	0.1%	36
2026 Q1	$545K	Sell	14,703 -1,274	-8%	-$48K	0.09%	41
2025 Q4	$598K	Sell	15,977 -451	-3%	-$16K	0.1%	34
2025 Q3	$583K	Sell	16,428 -200	-1%	-$6.7K	0.11%	32
2025 Q2	$541K	Sell	16,628 -782	-4%	-$24K	0.1%	31
2025 Q1	$463K	Sell	17,410 -391	-2%	-$11.5K	0.1%	23
2024 Q4	$489K	Sell	17,801 -146	-0.8%	-$4.27K	0.11%	40
2024 Q3	$546K	Sell	17,947 -277	-2%	-$8.04K	0.12%	43
2024 Q2	$525K	Sell	18,224 -553	-3%	-$15.7K	0.13%	44
2024 Q1	$534K	Sell	18,777 -3,618	-16%	-$98.7K	0.15%	49
2023 Q4	$597K	Sell	22,395 -383	-2%	-$9.8K	0.15%	28
2023 Q3	$570K	Buy	+22,778	New	+$589K	0.21%	29
2023 Q1	$613K	Sell	25,474 -297	-1%	-$7.54K	0.21%	27
2022 Q4	$547K	Hold	25,771	–	–	0.18%	29
2022 Q3	$547K	Buy	25,771 +6,040	+31%	+$142K	0.18%	29
2022 Q2	$469K	Hold	19,731	–	–	0.17%	27
2022 Q1	$543K	Sell	19,731 -140	-0.7%	-$3.94K	0.19%	24
2021 Q4	$582K	Sell	19,871 -5,821	-23%	-$172K	0.22%	25
2021 Q3	$744K	Sell	25,692 -492	-2%	-$14.7K	0.33%	19
2021 Q2	$791K	Sell	26,184 -868	-3%	-$26.1K	0.34%	19
2021 Q1	$782K	Buy	+27,052	New	+$784K	0.35%	20

Other funds holding CWI

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

SMI Advisory Services's CWI Position: Q3 2026 in Review

SMI Advisory Services reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 4.6% in Q3 2026, selling an estimated $27.5K and leaving 14,009 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #36.

SMI Advisory Services first reported a position in CWI in Q1 2021 and has held it in 22 quarters since. The position peaked at $791K in Q2 2021. 68 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

SMI Advisory Services held 14,009 shares of State Street SPDR MSCI ACWI ex-US ETF worth $564K as of Q3 2026.
SMI Advisory Services sold 675 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $27.5K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.09% of SMI Advisory Services's portfolio in Q3 2026, its #36 holding.
SMI Advisory Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 22 quarters since.
SMI Advisory Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $791K in Q2 2021.
68 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.