CWI — STATE STREET SPDR MSCI ACWI EX
As of Q2 2026, 13 SEC-registered investment managers reported holding CWI (STATE STREET SPDR MSCI ACWI EX) in their latest 13F filings, with a combined reported value of $649.71M across 15.98M shares. That is +6.6% by share count (+989.64K shares) versus the previous quarter, while reported value moved +18.5%. Ownership is concentrated: the five largest holders account for 97.6% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 1 opened new positions, 9 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 9.37M | $381.26M | 0.03% | Add |
| PNC Financial Services history | Q2 2026 | 4.70M | $191.10M | 0.10% | Add |
| Morgan Stanley history | Q2 2026 | 945.62K | $38.46M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 296.90K | $12.07M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 277.98K | $11.31M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 190.83K | $7.71M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 84.05K | $3.42M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 69.82K | $2.84M | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 75.28K | $2.70M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2024 | 27.30K | $772.86K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 15.82K | $643.28K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 13.65K | $555.33K | 0.00% | Add |
| Capital World Investors history | Q4 2022 | 18.66K | $453.65K | 0.00% | Add |
| Capital Research Global Investors history | Q4 2022 | 16.86K | $409.96K | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 6.15K | $250.08K | 0.00% | Hold |
| Northern Trust Corp history | Q3 2022 | 10.03K | $213.00K | 0.00% | Reduce |
| Millennium Management history | Q4 2025 | 5.81K | $208.77K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 2.50K | $101.89K | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 136 | $5.53K | 0.00% | Hold |
| Lazard Asset Management history | Q4 2021 | 106 | $3.00K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 190.83K sh · $7.71M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 5.23M | 8.12M | 5.96M | 6.90M | 7.10M | 11.90M | 6.15M | 6.35M | 6.81M | 8.66M | 6.78M | 6.48M | 6.68M | 9.30M | 7.57M | 7.86M | 8.20M | 10.34M | 8.84M | 9.37M |
| PNC Financial Services | 6.56M | 6.56M | 6.73M | 6.73M | 3.24M | 3.25M | 3.19M | 3.18M | 3.19M | 3.15M | 3.40M | 3.53M | 3.62M | 3.74M | 3.86M | 3.85M | 4.04M | 4.46M | 4.58M | 4.70M |
| Morgan Stanley | 421.54K | 427.89K | 422.33K | 367.23K | 328.13K | 317.03K | 325.90K | 340.26K | 379.51K | 383.21K | 509.07K | 610.86K | 637.38K | 662.22K | 787.95K | 612.19K | 624.22K | 631.65K | 817.40K | 945.62K |
| Wells Fargo & Co | 191.23K | 175.61K | 146.94K | 237.12K | 207.65K | 273.85K | 244.54K | 283.68K | 286.88K | 309.02K | 334.10K | 355.36K | 342.23K | 276.01K | 252.51K | 174.43K | 184.40K | 184.80K | 286.16K | 296.90K |
| UBS Group AG | 415.03K | 418.63K | 431.72K | 534.26K | 732.20K | 451.34K | 398.19K | 365.31K | 355.60K | 369.14K | 349.34K | 335.90K | 282.74K | 249.30K | 246.66K | 252.48K | 252.88K | 257.31K | 284.29K | 277.98K |
| JPMorgan Chase & Co | 408 | 408 | — | — | — | — | 116 | 1.23K | 1.44K | 177.79K | 187.43K | 164.28K | 21.88K | 195.76K | 312.00K | 203.91K | 201.03K | 200.75K | — | 190.83K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 78.80K | 81.50K | 84.05K |
| Goldman Sachs Group | — | — | 29.98K | 29.98K | — | — | 60.22K | 15.45K | 15.45K | 236.79K | 34.46K | 27.39K | 27.71K | 27.71K | 77.58K | 24.11K | 24.11K | 69.35K | 69.35K | 69.82K |
| Fidelity Management & Research (FMR) | 4.50K | 5.13K | 4.37K | 1.80K | 1.35K | 1.13K | 1.13K | 2.47K | 2.79K | 4.17K | 4.44K | 5.65K | 6.99K | 7.05K | 7.42K | 13.83K | 12.43K | 12.38K | 13.42K | 15.82K |
| BNY Mellon | 59.99K | 69.11K | 66.21K | 65.27K | 57.86K | 58.59K | 57.82K | 49.69K | 48.21K | 48.07K | 50.09K | 52.41K | 52.67K | 55.41K | 29.06K | 15.56K | 15.15K | 15.19K | 11.86K | 13.65K |
| Deutsche Bank AG | 8.74K | 8.74K | 8.74K | 8.74K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K | 6.15K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 18 | 18 | 18 | 19 | 19 | 20.40K | 610 | 2.50K |
| Franklin Resources | 2.20K | 2.20K | 2.20K | 2.20K | 2.20K | 2.20K | 3.20K | 3.20K | 3.20K | 3.33K | 3.20K | 3.34K | 3.34K | 3.34K | 136 | 136 | 136 | 136 | 136 | 136 |
| Citadel Advisors | 36.31K | 375.99K | — | 278.62K | — | — | 204.55K | 11.05K | 75.70K | 52.42K | 102.93K | 14.63K | 84.74K | 96.71K | 53.33K | 26.88K | 92.75K | 75.28K | — | — |
| Citigroup Inc | — | — | 3 | 27 | 7 | — | 295 | 331 | 328 | 328 | 328 | 1 | 1 | — | — | — | 3 | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.81K | — | — |
| Renaissance Technologies | 11.11K | — | — | 37.30K | 47.10K | 20.80K | 88.20K | 50.10K | 22.30K | 30.20K | 49.60K | 27.30K | — | — | — | — | — | — | — | — |
| Capital Research Global Investors | 7.69K | 57.39K | 18.96K | 12.27K | 12.57K | 16.86K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital World Investors | 8.69K | 68.60K | 22.45K | 12.95K | 13.56K | 18.66K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Lazard Asset Management | — | 106 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details