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

Waverly 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
Q1 		$11.3M Buy
307,922
+9,642
+3% +$364K 0.08% 231
2025
Q4 		$10.7M Sell
298,280
-3,632
-1% -$129K 0.09% 220
2025
Q3 		$10.5M Buy
301,912
+26,848
+10% +$899K 0.11% 194
2025
Q2 		$8.98M Buy
275,064
+15,254
+6% +$469K 0.1% 205
2025
Q1 		$7.69M Buy
259,810
+27,038
+12% +$792K 0.09% 216
2024
Q4 		$6.5M Sell
232,772
-132
-0.1% -$3.86K 0.1% 183
2024
Q3 		$7.09M Sell
232,904
-4,182
-2% -$121K 0.13% 153
2024
Q2 		$6.71M Buy
237,086
+203,322
+602% +$5.76M 0.13% 149
2024
Q1 		$959K Buy
+33,764
New +$921K 0.02% 377

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Waverly Advisors's CWI Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 3.2% in Q1 2026, buying an estimated $364K and bringing the position to 307,922 shares worth $11.3M. The position accounts for 0.08% of the portfolio, ranked #231.

Waverly Advisors first reported a position in CWI in Q1 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Waverly Advisors held 307,922 shares of State Street SPDR MSCI ACWI ex-US ETF worth $11.3M as of Q1 2026.
  • Waverly Advisors bought 9,642 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $364K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #231 holding.
  • Waverly Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2024 and has held it in 9 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.