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United Capital Financial Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

United Capital Financial Advisors’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 		$2.05M Sell
50,614
-2,336
-4% -$92.6K 0.01% 578
2026
Q1 		$1.94M Sell
52,950
-6,946
-12% -$262K 0.01% 557
2025
Q4 		$2.15M Sell
59,896
-7,391
-11% -$262K 0.01% 522
2025
Q3 		$2.35M Sell
67,287
-1,719
-2% -$57.6K 0.02% 432
2025
Q2 		$2.25M Sell
69,006
-10,397
-13% -$320K 0.02% 419
2025
Q1 		$2.35M Sell
79,403
-30
-0% -$879 0.02% 396
2024
Q4 		$2.22M Sell
79,433
-3,959
-5% -$116K 0.02% 402
2024
Q3 		$2.54M Sell
83,392
-2,051
-2% -$59.5K 0.02% 368
2024
Q2 		$2.42M Sell
85,443
-13,645
-14% -$387K 0.02% 369
2024
Q1 		$2.81M Sell
99,088
-12,295
-11% -$335K 0.02% 367
2023
Q4 		$3.01M Sell
111,383
-42,276
-28% -$1.08M 0.03% 352
2023
Q3 		$3.82M Sell
153,659
-4,521
-3% -$117K 0.03% 335
2023
Q2 		$4.13M Buy
158,180
+1,217
+0.8% +$31.6K 0.02% 340
2023
Q1 		$4.04M Sell
156,963
-9,085
-5% -$231K 0.02% 348
2022
Q4 		$4M Sell
166,048
-46,990
-22% -$1.09M 0.02% 364
2022
Q3 		$4.52M Sell
213,038
-23,930
-10% -$563K 0.03% 335
2022
Q2 		$5.63M Sell
236,968
-23,180
-9% -$592K 0.03% 324
2022
Q1 		$7.16M Sell
260,148
-15,942
-6% -$448K 0.03% 311
2021
Q4 		$8.09M Sell
276,090
-6,140
-2% -$181K 0.04% 302
2021
Q3 		$8.18M Buy
282,230
+792
+0.3% +$23.7K 0.04% 298
2021
Q2 		$8.5M Sell
281,438
-8,450
-3% -$254K 0.04% 296
2021
Q1 		$8.38M Buy
289,888
+15,016
+5% +$435K 0.05% 280
2020
Q4 		$7.6M Buy
274,872
+13,659
+5% +$354K 0.05% 289
2020
Q3 		$6.28M Buy
261,213
+15,300
+6% +$369K 0.04% 307
2020
Q2 		$5.57M Sell
245,913
-13,848
-5% -$296K 0.04% 332
2020
Q1 		$5.12M Buy
259,761
+40,965
+19% +$966K 0.04% 334
2019
Q4 		$5.64M Buy
218,796
+25,726
+13% +$643K 0.04% 399
2019
Q3 		$4.64M Buy
193,070
+62,957
+48% +$1.51M 0.03% 427
2019
Q2 		$3.18M Buy
130,113
+49,503
+61% +$1.2M 0.02% 506
2019
Q1 		$1.95M Buy
80,610
+56,116
+229% +$1.32M 0.01% 595
2018
Q4 		$535K Buy
+24,494
New +$564K ﹤0.01% 897

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

United Capital Financial Advisors's CWI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 4.4% in Q2 2026, selling an estimated $92.6K and leaving 50,614 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #578.

United Capital Financial Advisors first reported a position in CWI in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.5M in Q2 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • United Capital Financial Advisors held 50,614 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.05M as of Q2 2026.
  • United Capital Financial Advisors sold 2,336 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $92.6K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #578 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $8.5M in Q2 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.