We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

235 hedge funds and large institutions have $1.43B invested in State Street SPDR MSCI ACWI ex-US ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.3B → $1.43B (+$133M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 223235 (+12)

0.36% less ownership

Funds ownership: 75.37%75.01% (-0.36%)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.09%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
33
Increased
74
Reduced
76
Closed
19
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$257M +$8.9M +289,313 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M -$316K -10,278 -0.3%
APP
3
Avantax Planning Partners
Iowa
$78.2M +$9.84M +319,964 +15%
HighTower Advisors
4
HighTower Advisors
Illinois
$54M -$6.26M -203,583 -11%
LPL Financial
5
LPL Financial
California
$47.8M +$4.46M +145,213 +11%
GI
6
GLOBALT Investments
Georgia
$47M -$937K -30,478 -2%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.5M -$1.24M -40,179 -3%
HCM
8
Hengehold Capital Management
Ohio
$37.3M -$29.3K -954 -0.1%
LPAM
9
Lodestar Private Asset Management
California
$25.6M +$1.17M +37,961 +5%
CI
10
Clal Insurance
Israel
$25.5M
P
11
Pitcairn
Pennsylvania
$24.2M -$9.26M -301,222 -29%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$23.1M -$159K -5,164 -0.7%
Truist Financial
13
Truist Financial
North Carolina
$22.4M -$77.4K -2,517 -0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.2M +$112K +3,637 +0.6%
Morgan Stanley
15
Morgan Stanley
New York
$20M -$5.4M -175,763 -22%
JCM
16
Jacobi Capital Management
Pennsylvania
$19.1M +$18M +584,073 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$18.7M -$895K -29,099 -5%
SEIA
18
Signature Estate & Investment Advisors
California
$18.6M -$16.1K -524 -0.1%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$18M +$238K +7,736 +1%
PAG
20
Private Advisor Group
New Jersey
$15.9M +$638K +20,740 +4%
WAAG
21
Wealth Alliance Advisory Group
Kansas
$15.5M +$377K +12,277 +3%
CCA
22
Cobblestone Capital Advisors
New York
$15.2M -$1.14M -37,211 -7%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$15M +$1.08M +35,000 +8%
3AM
24
3EDGE Asset Management
Florida
$14.9M +$9.58M +311,736 +215%
WSFS
25
Wilmington Savings Fund Society
Delaware
$14.1M +$643K +20,910 +5%

CWI Hedge Fund Activity: Q2 2025 in Review

235 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2025, worth a combined $1.43B — up 10% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CWI positions and 19 closed out — a net gain of 14 holders — while 74 added to existing stakes and 76 trimmed.

The largest buyer was Jacobi Capital Management, opening a new position worth an estimated $18M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.

  • 235 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $1.43B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 33 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2025 and 19 closed out, a net change of +14 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2025 was Jacobi Capital Management, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2025 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2025.