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Wealth Alliance Advisory Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Wealth Alliance Advisory Group’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 		$422K Sell
10,375
-36,985
-78% -$1.47M 0.06% 127
2026
Q1 		$1.73M Sell
47,360
-440,688
-90% -$16.6M 0.27% 66
2025
Q4 		$17.5M Buy
488,048
+8,472
+2% +$300K 3% 7
2025
Q3 		$16.7M Buy
479,576
+4,135
+0.9% +$139K 3.02% 7
2025
Q2 		$15.5M Buy
475,441
+12,277
+3% +$377K 2.96% 7
2025
Q1 		$13.7M Buy
+463,164
New +$13.6M 2.84% 7

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

Wealth Alliance Advisory Group's CWI Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 78% in Q2 2026, selling an estimated $1.47M and leaving 10,375 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #127.

Wealth Alliance Advisory Group first reported a position in CWI in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.5M in Q4 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Wealth Alliance Advisory Group held 10,375 shares of State Street SPDR MSCI ACWI ex-US ETF worth $422K as of Q2 2026.
  • Wealth Alliance Advisory Group sold 36,985 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.47M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #127 holding.
  • Wealth Alliance Advisory Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealth Alliance Advisory Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $17.5M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.