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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,591
Closed -$47.1K – 388
2025
Q1 		$47.1K Hold
1,591
– – 0.01% 393
2024
Q4 		$44.5K Buy
+1,591
New +$46.5K ﹤0.01% 402

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
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CWI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 1,591 shares — an estimated $47.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CWI in Q4 2024 and held it in 2 quarters. The position peaked at $47.1K in Q1 2025. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,591 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $47.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s State Street SPDR MSCI ACWI ex-US ETF position peaked at $47.1K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.