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SPDR MSCI ACWI ex-US shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management 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 Sterling Group Wealth Management 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 151k 30.44
2024-06-30 $4.2M 149k 28.31

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Honkamp Krueger Financial Services
HighTower Advisors
GLOBALT Investments LLC / GA
Jane Street
Huntington National Bank
CliftonLarsonAllen Wealth Advisors
Hengehold Capital Management
LPL Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Branch Banking & Trust Company
Lodestar Private Asset Management

View all funds holding SPDR MSCI ACWI ex-US