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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
191,704
shares
|
$6.77 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,635
shares
|
$6.66 Million
0.01% of portfolio
|
Q3 2023
Added 26.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
185,891
shares
|
$6.57 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
181,474
shares
|
$6.41 Million
0.01% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
178,844
shares
|
$6.32 Million
1.13% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
174,426
shares
|
$6.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
172,759
shares
|
$6.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
165,778
shares
|
$5.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.77%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
165,540
shares
|
$5.85 Million
0.06% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
162,797
shares
|
$5.75 Million
4.22% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
160,981
shares
|
$5.69 Million
2.95% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
157,293
shares
|
$5.56 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
155,453
shares
|
$5.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
145,899
shares
|
$5.15 Million
0.87% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
143,239
shares
|
$5.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
137,921
shares
|
$4.87 Million
1.29% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
136,585
shares
|
$4.82 Million
0.84% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
135,415
shares
|
$4.78 Million
2.32% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
128,282
shares
|
$4.53 Million
0.71% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
126,001
shares
|
$4.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
125,117
shares
|
$4.42 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
113,560
shares
|
$4.01 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
110,878
shares
|
$3.92 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
106,320
shares
|
$3.76 Million
0.44% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
101,983
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.36%
|