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SPDR MSCI ACWI ex-US shares owned by Lokken Investment Group

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in SPDR MSCI ACWI ex-US

Tip: Access up to 7 years of quarterly data

All positions including SPDR MSCI ACWI ex-US held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR MSCI ACWI ex-US by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 30k 34.92
2025-06-30 $1.0M 31k 32.66
2025-03-31 $351k 12k 29.58

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding SPDR MSCI ACWI ex-US

Pnc Financial Services
Merit Financial Group
Honkamp Krueger Financial Services
HighTower Advisors
LPL Financial
GLOBALT Investments LLC / GA
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
Lodestar Private Asset Management
Branch Banking & Trust Company
3EDGE Asset Management
Pitcairn Company
BKD Wealth Advisors
Envestnet Asset Management
Morgan Stanley

View all funds holding SPDR MSCI ACWI ex-US