
SPDR MSCI ACWI ex-US is an exchange-traded fund on ARCA. As of Q3 2025, 244 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $286.3M.
Overview of institutional ownership in CWI as of Q3 2025
Institutions with the largest positions in CWI as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $286.3M 0.02% of portfolio |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $141.0M 0.09% of portfolio |
Merit Financial Group, LLC RIA/Wealth | $97.6M 0.91% of portfolio |
$82.6M 2.37% of portfolio | |
HighTower Advisors, LLC RIA/Wealth | $60.1M 0.07% of portfolio |
L LPL Financial LLC Institution | $53.7M 0.02% of portfolio |
GLOBALT Investments LLC / GA Long Only Manager | $49.5M 1.81% of portfolio |
HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | $40.4M 3.45% of portfolio |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | $39.4M 0.62% of portfolio |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $27.9M 2.91% of portfolio |
Institutional buying and selling activity for CWI in Q3 2025
| Institution | Net Bought |
|---|---|
Merit Financial Group, LLC RIA/Wealth | +$88.0M +2.5M shares |
BANK OF AMERICA CORP /DE/ Institution | +$12.0M +342.7K shares |
3EDGE Asset Management, LP Long Only Manager | +$10.2M +295.2K shares |
Portus Wealth Advisors, LLC RIA/Wealth | +$8.1M +232.8K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | +$6.7M +191.0K shares |
J JANE STREET GROUP, LLC Institution | +$3.7M +105.6K shares |
+$3.4M +97.6K shares | |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.7M +78.1K shares |
Private Advisor Group, LLC RIA/Wealth | +$2.6M +74.9K shares |
BB&T CORP Institution | +$2.6M +74.3K shares |
| Institution | Net Sold |
|---|---|
A Atlas Private Wealth Advisors RIA/Wealth | −$9.5M −271.9K shares |
C Clal Insurance Enterprises Holdings Ltd Institution | −$9.3M −265.3K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | −$8.1M −246.9K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$3.1M −96.1K shares |
−$2.2M −62.4K shares | |
P PITCAIRN CO Institution | −$1.7M −50.1K shares |
ARCADIA INVESTMENT ADVISORS LLC RIA/Wealth | −$1.7M −50.1K shares |
−$988.7K −28.3K shares | |
GLOBALT Investments LLC / GA Long Only Manager | −$805.4K −23.1K shares |
BKD Wealth Advisors, LLC RIA/Wealth | −$764.7K −21.9K shares |
Institutions that initiated new positions or completely exited CWI in Q3 2025
| Institution | Position Value |
|---|---|
Portus Wealth Advisors, LLC RIA/Wealth | $8.1M 232.8K shares |
BANK OF NOVA SCOTIA / Institution | $1.7M 50.0K shares |
NICOLET BANKSHARES INC RIA/Wealth | $1.7M 47.9K shares |
VESTIA PERSONAL WEALTH ADVISORS RIA/Wealth | $474.2K 13.6K shares |
MEITAV DASH INVESTMENTS LTD RIA/Wealth | $354.7K 10.2K shares |
Fortis Capital Advisors, LLC RIA/Wealth | $289.6K 8.3K shares |
Belpointe Asset Management LLC RIA/Wealth | $289.6K 8.3K shares |
D DMG Group, LLC Institution | $215.3K 6.2K shares |
C CHAPMAN FINANCIAL GROUP, LLC Institution | $211.9K 6.1K shares |
CX Institutional RIA/Wealth | $19.3K 552.0 shares |
| Institution | Previous Position |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | $8.1M 246.9K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $3.1M 96.1K shares |
Koshinski Asset Management, Inc. RIA/Wealth | $221.7K 6.8K shares |
Q Qube Research & Technologies Ltd Institution | $71.7K 2.2K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $33.9K 1.0K shares |
Smartleaf Asset Management LLC Long Only Manager | $1.8K 54.0 shares |
Flaharty Asset Management, LLC RIA/Wealth | $784.0 24.0 shares |
FIRST FINANCIAL HOLDINGS, INC. Institution | $784.0 24.0 shares |
Institutions with the largest Call and Put options positions in CWI as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with CWI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Portus Wealth Advisors, LLC RIA/Wealth | 8.66% $8.1M |
ARCADIA INVESTMENT ADVISORS LLC RIA/Wealth | 5.58% $11.5M |
CVFG LLC RIA/Wealth | 4.26% $5.9M |
Friday Financial RIA/Wealth | 3.48% $8.3M |
HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | 3.45% $40.4M |
Wealth Alliance Advisory Group, LLC RIA/Wealth | 3.02% $16.7M |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | 2.91% $27.9M |
Sterling Group Wealth Management, LLC RIA/Wealth | 2.78% $5.6M |
A Atlas Private Wealth Advisors RIA/Wealth | 2.41% $9.8M |
2.37% $82.6M |
Discover hedge funds investing in CWI


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $897.0M | 21.96% | |
ETF ETF | $680.4M | 16.66% | |
ETF ETF | $464.3M | 11.37% |
We use cookies for analytics. See our Privacy and Cookie Policy.