Stifel Financial
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Stifel Financial’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Stifel Financial’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 		$2.07M Buy
50,934
+5,629
+12% +$223K ﹤0.01% 2048
2026
Q1 		$1.66M Sell
45,305
-225
-0.5% -$8.48K ﹤0.01% 2100
2025
Q4 		$1.64M Sell
45,530
-395
-0.9% -$14K ﹤0.01% 2070
2025
Q3 		$1.6M Sell
45,925
-60
-0.1% -$2.01K ﹤0.01% 2064
2025
Q2 		$1.5M Sell
45,985
-2,944
-6% -$90.5K ﹤0.01% 2048
2025
Q1 		$1.45M Sell
48,929
-5,989
-11% -$176K ﹤0.01% 1991
2024
Q4 		$1.53M Buy
54,918
+13,063
+31% +$382K ﹤0.01% 1963
2024
Q3 		$1.27M Buy
41,855
+26,562
+174% +$770K ﹤0.01% 2060
2024
Q2 		$433K Buy
+15,293
New +$433K ﹤0.01% 2716
2023
Q4 		– Sell
-8,696
Closed -$216K – 3345
2023
Q3 		$216K Buy
8,696
+105
+1% +$2.72K ﹤0.01% 2952
2023
Q2 		$224K Buy
8,591
+375
+5% +$9.74K ﹤0.01% 2982
2023
Q1 		$211K Buy
+8,216
New +$209K ﹤0.01% 3023
2022
Q1 		– Sell
-7,163
Closed -$210K – 3388
2021
Q4 		$210K Buy
+7,163
New +$211K ﹤0.01% 3123

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

Stifel Financial's CWI Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 12% in Q2 2026, buying an estimated $223K and bringing the position to 50,934 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Stifel Financial first reported a position in CWI in Q4 2021 and has held it in 13 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Stifel Financial held 50,934 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.07M as of Q2 2026.
  • Stifel Financial bought 5,629 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $223K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2048 holding.
  • Stifel Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.