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CWI · State Street(R) SPDR(R) MSCI ACWI ex-US ETF · Holdings ETF

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$40.99 +0.35 (+0.86%)
Volume · Oct 2 293.07K Avg daily vol (3M) 255.47K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 2
Total Value: $5,535,401
Total Shares: 136,981

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 2 13F filers · Δ vs Jun 30, 2026
Top Holder
95.4%
Dec 2023 → Sep 2026 · range 15.5% – 95.4%
+78.3 pts
Top 5
100.0%
Dec 2023 → Sep 2026 · range 36.5% – 100.0%
+57.4 pts
Top 10
100.0%
Dec 2023 → Sep 2026 · range 50.9% – 100.0%
+44.3 pts
HHI
9,123
Dec 2023 → Sep 2026 · range 460 – 9,123
Highly concentrated+8,589

Quarterly Activity

vs Jun 30, 2026
New
0
Increased
1
Decreased
1
Sold Out
275
Unchanged
0
Holder count: -275
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
Montecito Bank & Trust +711 130,684

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
GoalVest Advisory LLC −682 6,297

Top New Positions

vs Jun 30, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
BANK OF AMERICA CORP /DE/ 9,374,374 $381,255,789
PNC FINANCIAL SERVICES GROUP, INC. 4,698,754 $191,098,323
Merit Financial Group, LLC 3,751,310 $152,565,775
Mirae Asset Global Investments Co., Ltd. 3,228,420 $131,299,841
Avantax Planning Partners, Inc. 2,270,916 $92,358,153
Filter: New 0 Increased 1 Reduced 1 Sold out 275 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Montecito Bank & Trust $5,280,940 95.40% 130,684
GoalVest Advisory LLC $254,461 4.60% 6,297