Wela Strategies’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $752K | Sell |
21,526
-2,454
| -10% | -$82.2K | 0.29% | 27 |
|
|
2025
Q2 | $783K | Buy |
23,980
+140
| +0.6% | +$4.3K | 0.31% | 24 |
|
|
2025
Q1 | $705K | Sell |
23,840
-43,480
| -65% | -$1.27M | 0.3% | 24 |
|
|
2024
Q4 | $2.07M | Buy |
67,320
+43,228
| +179% | +$1.26M | 0.89% | 19 |
|
|
2024
Q3 | $733K | Buy |
24,092
+588
| +3% | +$17.1K | 0.32% | 23 |
|
|
2024
Q2 | $665K | Buy |
23,504
+242
| +1% | +$6.86K | 0.31% | 26 |
|
|
2024
Q1 | $661K | Sell |
23,262
-3,145
| -12% | -$85.8K | 0.31% | 24 |
|
|
2023
Q4 | $714K | Sell |
26,407
-220
| -0.8% | -$5.6K | 0.38% | 26 |
|
|
2023
Q3 | $663K | Buy |
26,627
+1,857
| +7% | +$48.1K | 0.4% | 26 |
|
|
2023
Q2 | $647K | Sell |
24,770
-206
| -0.8% | -$5.35K | 0.5% | 21 |
|
|
2023
Q1 | $643K | Buy |
24,976
+7,022
| +39% | +$178K | 0.34% | 26 |
|
|
2022
Q4 | $432K | Buy |
17,954
+1,153
| +7% | +$26.8K | 0.24% | 30 |
|
|
2022
Q3 | $356K | Sell |
16,801
-2,710
| -14% | -$63.8K | 0.24% | 28 |
|
|
2022
Q2 | $464K | Buy |
19,511
+291
| +2% | +$7.43K | 0.27% | 27 |
|
|
2022
Q1 | $529K | Buy |
19,220
+6,240
| +48% | +$175K | 0.27% | 28 |
|
|
2021
Q4 | $380K | Buy |
12,980
+482
| +4% | +$14.2K | 0.19% | 31 |
|
|
2021
Q3 | $362K | Sell |
12,498
-1,742
| -12% | -$52K | 0.19% | 30 |
|
|
2021
Q2 | $430K | Sell |
14,240
-277
| -2% | -$8.34K | 0.17% | 30 |
|
|
2021
Q1 | $420K | Buy |
14,517
+660
| +5% | +$19.1K | 0.23% | 29 |
|
|
2020
Q4 | $383K | Buy |
13,857
+133
| +1% | +$3.45K | 0.22% | 28 |
|
|
2020
Q3 | $330K | Buy |
13,724
+525
| +4% | +$12.7K | 0.21% | 29 |
|
|
2020
Q2 | $299K | Buy |
13,199
+155
| +1% | +$3.31K | 0.19% | 33 |
|
|
2020
Q1 | $257K | Sell |
13,044
-3,069
| -19% | -$72.3K | 0.19% | 32 |
|
|
2019
Q4 | $415K | Sell |
16,113
-529
| -3% | -$13.2K | 0.25% | 31 |
|
|
2019
Q3 | $400K | Sell |
16,642
-4,634
| -22% | -$111K | 0.25% | 31 |
|
|
2019
Q2 | $520K | Sell |
21,276
-4,725
| -18% | -$114K | 0.33% | 27 |
|
|
2019
Q1 | $628K | Buy |
26,001
+2,922
| +13% | +$68.5K | 0.42% | 26 |
|
|
2018
Q4 | $504K | Buy |
23,079
+495
| +2% | +$11.4K | 0.38% | 28 |
|
|
2018
Q3 | $562K | Buy |
22,584
+1,743
| +8% | +$43.2K | 0.4% | 28 |
|
|
2018
Q2 | $514K | Buy |
20,841
+337
| +2% | +$8.68K | 0.38% | 27 |
|
|
2018
Q1 | $531K | Sell |
20,504
-7,161
| -26% | -$190K | 0.43% | 28 |
|
|
2017
Q4 | $719K | Buy |
27,665
+731
| +3% | +$18.8K | 0.57% | 28 |
|
|
2017
Q3 | $679K | Buy |
26,934
+6,325
| +31% | +$156K | 0.64% | 27 |
|
|
2017
Q2 | $490K | Buy |
20,609
+1,755
| +9% | +$41.3K | 0.45% | 28 |
|
|
2017
Q1 | $429K | Buy |
+18,854
| New | +$417K | 0.42% | 28 |
|
Other funds holding CWI
MFG
APP
GI
HCM
CCWA
LPAM
Wela Strategies's CWI Position: Q3 2025 in Review
Wela Strategies reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 10% in Q3 2025, selling an estimated $82.2K and leaving 21,526 shares worth $752K. The position accounts for 0.29% of the portfolio, ranked #27.
Wela Strategies first reported a position in CWI in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.07M in Q4 2024. 245 funds tracked by Wall St. Rank hold CWI as of Q3 2025.
- Wela Strategies held 21,526 shares of State Street SPDR MSCI ACWI ex-US ETF worth $752K as of Q3 2025.
- Wela Strategies sold 2,454 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2025, an estimated $82.2K.
- State Street SPDR MSCI ACWI ex-US ETF made up 0.29% of Wela Strategies's portfolio in Q3 2025, its #27 holding.
- Wela Strategies first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2017 and has held it in 35 quarters since.
- Wela Strategies's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.07M in Q4 2024.
- 245 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.