William Mack & Associates’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

William Mack & Associates’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 Q3	$474K	Buy	+11,728	New	+$478K	0.15%	54

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

William Mack & Associates's CWI Position: Q3 2026 in Review

William Mack & Associates opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2026: 11,728 shares worth $474K. The stake represents 0.15% of the portfolio and ranks #54 among its holdings.

185 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

William Mack & Associates held 11,728 shares of State Street SPDR MSCI ACWI ex-US ETF worth $474K as of Q3 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new William Mack & Associates position in Q3 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.15% of William Mack & Associates's portfolio in Q3 2026, its #54 holding.
185 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.