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

Synergy Investment 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 		$39.2K Sell
963
-705
-42% -$27.9K 0.01% 417
2026
Q1 		$61K Buy
+1,668
New +$62.9K 0.02% 259
2025
Q2 		– Sell
-1,751
Closed -$51.8K – 181
2025
Q1 		$51.8K Buy
1,751
+61
+4% +$1.79K 0.02% 232
2024
Q4 		$47.2K Buy
+1,690
New +$49.4K 0.02% 250

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

Synergy Investment Management's CWI Position: Q2 2026 in Review

Synergy Investment Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 42% in Q2 2026, selling an estimated $27.9K and leaving 963 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #417.

Synergy Investment Management first reported a position in CWI in Q4 2024 and has held it in 4 quarters since. The position peaked at $61K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Synergy Investment Management held 963 shares of State Street SPDR MSCI ACWI ex-US ETF worth $39.2K as of Q2 2026.
  • Synergy Investment Management sold 705 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $27.9K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #417 holding.
  • Synergy Investment Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $61K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.