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

Tidemark’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 Q3	$3.96M	Buy	+98,001	New	+$4M	0.86%	26

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Tidemark's CWI Position: Q3 2026 in Review

Tidemark opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2026: 98,001 shares worth $3.96M. The stake represents 0.86% of the portfolio and ranks #26 among its holdings.

167 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Tidemark held 98,001 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.96M as of Q3 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new Tidemark position in Q3 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.86% of Tidemark's portfolio in Q3 2026, its #26 holding.
167 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.