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

Towneley Capital 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	$590K	Buy	14,514 +69	+0.5%	+$2.73K	0.12%	26
2026 Q1	$529K	Hold	14,445	–	–	0.11%	25
2025 Q4	$519K	Buy	14,445 +205	+1%	+$7.26K	0.11%	23
2025 Q3	$497K	Sell	14,240 -286	-2%	-$9.58K	0.11%	23
2025 Q2	$474K	Sell	14,526 -8,596	-37%	-$264K	0.11%	22
2025 Q1	$684K	Hold	23,122	–	–	0.16%	23
2024 Q4	$646K	Sell	23,122 -7,377	-24%	-$216K	0.15%	28
2024 Q3	$928K	Sell	30,499 -3,499	-10%	-$101K	0.21%	24
2024 Q2	$962K	Sell	33,998 -8,360	-20%	-$237K	0.23%	26
2024 Q1	$1.2M	Hold	42,358	–	–	0.3%	24
2023 Q4	$1.15M	Buy	+42,358	New	+$1.08M	0.29%	24

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Towneley Capital Management's CWI Position: Q2 2026 in Review

Towneley Capital Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.48% in Q2 2026, buying an estimated $2.73K and bringing the position to 14,514 shares worth $590K. The position accounts for 0.12% of the portfolio, ranked #26.

Towneley Capital Management first reported a position in CWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2024. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Towneley Capital Management held 14,514 shares of State Street SPDR MSCI ACWI ex-US ETF worth $590K as of Q2 2026.
Towneley Capital Management bought 69 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $2.73K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.12% of Towneley Capital Management's portfolio in Q2 2026, its #26 holding.
Towneley Capital Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 11 quarters since.
Towneley Capital Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.2M in Q1 2024.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.