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SPDR MSCI ACWI ex-US shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors 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 Portus Wealth Advisors 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 Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 233k 34.92

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

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