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

Tradition Wealth 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 		$1.54M Buy
37,808
+410
+1% +$16.3K 0.09% 173
2026
Q1 		$1.37M Sell
37,398
-676
-2% -$25.5K 0.1% 174
2025
Q4 		$1.37M Buy
38,074
+509
+1% +$18K 0.1% 168
2025
Q3 		$1.31M Sell
37,565
-216
-0.6% -$7.24K 0.1% 163
2025
Q2 		$1.23M Buy
37,781
+967
+3% +$29.7K 0.1% 162
2025
Q1 		$1.09M Buy
36,814
+1,500
+4% +$44K 0.1% 162
2024
Q4 		$987K Sell
35,314
-611
-2% -$17.9K 0.09% 172
2024
Q3 		$1.09M Sell
35,925
-22
-0.1% -$638 0.1% 161
2024
Q2 		$1.02M Buy
35,947
+1,240
+4% +$35.1K 0.1% 162
2024
Q1 		$986K Sell
34,707
-1,312
-4% -$35.8K 0.1% 150
2023
Q4 		$974K Sell
36,019
-591
-2% -$15K 0.1% 130
2023
Q3 		$911K Sell
36,610
-298
-0.8% -$7.71K 0.11% 127
2023
Q2 		$964K Buy
36,908
+202
+0.6% +$5.25K 0.11% 124
2023
Q1 		$944K Buy
36,706
+584
+2% +$14.8K 0.12% 116
2022
Q4 		$869K Sell
36,122
-5,956
-14% -$139K 0.12% 115
2022
Q3 		$892K Sell
42,078
-1,333
-3% -$31.4K 0.13% 116
2022
Q2 		$1.03M Sell
43,411
-933
-2% -$23.8K 0.15% 108
2022
Q1 		$1.22M Sell
44,344
-1,311
-3% -$36.9K 0.16% 113
2021
Q4 		$1.34M Sell
45,655
-2,338
-5% -$69K 0.17% 118
2021
Q3 		$1.39M Buy
47,993
+1,960
+4% +$58.5K 0.2% 108
2021
Q2 		$1.39M Buy
46,033
+984
+2% +$29.6K 0.21% 105
2021
Q1 		$1.3M Buy
45,049
+6,523
+17% +$189K 0.23% 94
2020
Q4 		$1.06M Buy
+38,526
New +$999K 0.21% 99

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

Tradition Wealth Management's CWI Position: Q2 2026 in Review

Tradition Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 37,808 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #173.

Tradition Wealth Management first reported a position in CWI in Q4 2020 and has held it in 23 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Tradition Wealth Management held 37,808 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.54M as of Q2 2026.
  • Tradition Wealth Management bought 410 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $16.3K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.09% of Tradition Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Tradition Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.