Institutional Ownership Spdr Ser Tr Spdr Msci Acwi Ex (CWI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Msci Acwi Ex (CWI). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 46.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331
shares
|
$11,690
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
331
shares
|
$11,690
0.0% of portfolio
|
Q1 2020
Reduced 26.61%
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
305
shares
|
$10,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
270
shares
|
$9,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
174
shares
|
$6,145
0.0% of portfolio
|
Q3 2023
Added 70.59%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
154
shares
|
$5,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
146
shares
|
$5,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
136
shares
|
$4,803
0.0% of portfolio
|
Q1 2025
Reduced 95.92%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
132
shares
|
$4,662
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
61
shares
|
$2,154
0.0% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
54
shares
|
$1,907
0.0% of portfolio
|
Q2 2025
Added 1700.0%
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
45
shares
|
$1,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
25
shares
|
$883
0.0% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$847
0.0% of portfolio
|
Q1 2025
New holding
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
24
shares
|
$847
0.0% of portfolio
|
Q2 2025
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18
shares
|
$635
0.0% of portfolio
|
Q1 2023
Added 80.0%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18
shares
|
$635
0.0% of portfolio
|
Q3 2023
Reduced 99.49%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|