Spire Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Spire Wealth Management’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	$6.26K	Hold	154	–	–	﹤0.01%	1780
2026 Q1	$5.63K	Hold	154	–	–	﹤0.01%	1809
2025 Q4	$5.53K	Hold	154	–	–	﹤0.01%	1893
2025 Q3	$5.38K	Hold	154	–	–	﹤0.01%	1940
2025 Q2	$5.03K	Hold	154	–	–	﹤0.01%	1939
2025 Q1	$4.55K	Buy	+154	New	+$4.51K	﹤0.01%	2088
2022 Q1	–	Sell	-80	Closed	-$2K	–	2595
2021 Q4	$2K	Buy	+80	New	+$2.36K	﹤0.01%	2765

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

Spire Wealth Management's CWI Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 154 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Spire Wealth Management first reported a position in CWI in Q4 2021 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Spire Wealth Management held 154 shares of State Street SPDR MSCI ACWI ex-US ETF worth $6.26K as of Q2 2026.
Spire Wealth Management 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 ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1780 holding.
Spire Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.