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

Sterling Group 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
Q1 		$5.7M Sell
155,882
-403
-0.3% -$15.2K 2.7% 8
2025
Q4 		$5.61M Sell
156,285
-4,696
-3% -$166K 2.72% 9
2025
Q3 		$5.62M Buy
160,981
+6,127
+4% +$205K 2.78% 8
2025
Q2 		$5.06M Sell
154,854
-5,909
-4% -$182K 2.8% 8
2025
Q1 		$4.76M Buy
160,763
+6,505
+4% +$191K 2.55% 10
2024
Q4 		$4.31M Buy
154,258
+3,312
+2% +$96.8K 2.24% 10
2024
Q3 		$4.59M Buy
150,946
+1,537
+1% +$44.6K 2.44% 10
2024
Q2 		$4.23M Buy
+149,409
New +$4.23M 2.43% 11

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
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

Sterling Group Wealth Management's CWI Position: Q1 2026 in Review

Sterling Group Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.26% in Q1 2026, selling an estimated $15.2K and leaving 155,882 shares worth $5.7M. The position accounts for 2.7% of the portfolio, ranked #8.

Sterling Group Wealth Management first reported a position in CWI in Q2 2024 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Sterling Group Wealth Management held 155,882 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.7M as of Q1 2026.
  • Sterling Group Wealth Management sold 403 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $15.2K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 2.7% of Sterling Group Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Sterling Group Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.