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

Washington Trust’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	$204K	Buy	+5,025	New	+$199K	0.01%	287
2026 Q1	–	Sell	-5,700	Closed	-$205K	–	285
2025 Q4	$205K	Buy	+5,700	New	+$202K	0.01%	274
2025 Q2	–	Sell	-5,700	Closed	-$169K	–	359
2025 Q1	$169K	Hold	5,700	–	–	0.01%	268
2024 Q4	$159K	Hold	5,700	–	–	0.01%	294
2024 Q3	$174K	Hold	5,700	–	–	0.01%	292
2024 Q2	$161K	Hold	5,700	–	–	0.01%	295
2024 Q1	$162K	Hold	5,700	–	–	0.01%	295
2023 Q4	$154K	Hold	5,700	–	–	0.01%	291
2023 Q3	$142K	Hold	5,700	–	–	0.01%	268
2023 Q2	$149K	Hold	5,700	–	–	0.01%	278
2023 Q1	$147K	Hold	5,700	–	–	0.01%	285
2022 Q4	$137K	Hold	5,700	–	–	0.01%	285
2022 Q3	$121K	Hold	5,700	–	–	0.01%	288
2022 Q2	$136K	Sell	5,700 -25	-0.4%	-$638	0.01%	283
2022 Q1	$158K	Hold	5,725	–	–	0.01%	283
2021 Q4	$168K	Hold	5,725	–	–	0.01%	279
2021 Q3	$166K	Hold	5,725	–	–	﹤0.01%	340
2021 Q2	$173K	Hold	5,725	–	–	﹤0.01%	329
2021 Q1	$166K	Hold	5,725	–	–	0.01%	324
2020 Q4	$158K	Hold	5,725	–	–	0.01%	317
2020 Q3	$138K	Hold	5,725	–	–	0.01%	300
2020 Q2	$130K	Sell	5,725 -1,050	-15%	-$22.5K	0.01%	278
2020 Q1	$134K	Buy	+6,775	New	+$160K	0.01%	276
2018 Q4	–	Sell	-8,414	Closed	-$210K	–	222
2018 Q3	$210K	Sell	8,414 -900	-10%	-$22.3K	0.01%	215
2018 Q2	$230K	Buy	9,314 +900	+11%	+$23.2K	0.01%	226
2018 Q1	$218K	Hold	8,414	–	–	0.01%	201
2017 Q4	$219K	Hold	8,414	–	–	0.01%	207
2017 Q3	$212K	Hold	8,414	–	–	0.01%	200
2017 Q2	$200K	Buy	+8,414	New	+$198K	0.01%	203

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

Washington Trust's CWI Position: Q2 2026 in Review

Washington Trust opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 5,025 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Washington Trust previously reported a position in CWI as recently as Q4 2025.

Washington Trust first reported a position in CWI in Q2 2017 and has held it in 29 quarters since. The position peaked at $230K in Q2 2018. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Washington Trust held 5,025 shares of State Street SPDR MSCI ACWI ex-US ETF worth $204K as of Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new Washington Trust position in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Washington Trust's portfolio in Q2 2026, its #287 holding.
Washington Trust first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2017 and has held it in 29 quarters since.
Washington Trust's State Street SPDR MSCI ACWI ex-US ETF position peaked at $230K in Q2 2018.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.