Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR MSCI ACWI EX .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-754- 0.05% |
$18.2K - $19.9K
|
1.54M
$43.2M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-930- 4.93% |
$22.5K - $24.5K
|
18K
$504K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1K- 0.55% |
$24.2K - $26.4K
|
182K
$5.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 2.63% |
$27.2K - $29.7K
|
41.7K
$1.17M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 0.77% |
$29.4K - $32.1K
|
157K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 3.17% |
$29.5K - $32.2K
|
37.4K
$1.05M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.26K- 2.71% |
$30.5K - $33.3K
|
45.3K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.27K- 4.36% |
$30.6K - $33.4K
|
27.8K
$782K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.36K- 3.07% |
$32.9K - $35.9K
|
43K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.55K- 3.61% |
$37.6K - $41K
|
41.5K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 2.64% |
$37.8K - $41.2K
|
57.6K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 93.76% |
$37.8K - $41.2K
|
104
$2.92K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 4.35% |
$49.1K - $53.5K
|
44.7K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.22K- 1.49% |
$53.6K - $58.5K
|
146K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.56K- 20.17% |
$61.9K - $67.5K
|
10.1K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.62K- 37.12% |
$63.4K - $69.1K
|
4.44K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.72K- 4.86% |
$65.7K - $71.6K
|
53.2K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.85K- 3.56% |
$68.9K - $75.1K
|
77.2K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.1K- 14.16% |
$74.9K - $81.7K
|
18.8K
$528K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.24K- 4.65% |
$78.4K - $85.5K
|
66.6K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.28K- 8.28% |
$79.3K - $86.4K
|
36.3K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.57K- 24.75% |
$86.3K - $94.1K
|
10.9K
$305K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.66K- 2.24% |
$88.4K - $96.4K
|
160K
$4.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.09K- 1.37% |
$98.8K - $108K
|
294K
$8.25M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 4.97% |
$118K - $128K
|
93.1K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.19K- 6.08% |
$125K - $137K
|
80.1K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-5.69K- 99.89% |
$138K - $150K
|
6
$169
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-5.75K- 26.15% |
$139K - $152K
|
16.2K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.05K- 7.46% |
$146K - $159K
|
75K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.47K- 1.49% |
$156K - $171K
|
428K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.8K- 3.19% |
$164K - $179K
|
206K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.09K- 5.47% |
$220K - $239K
|
157K
$4.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-9.74K- 4.37% |
$235K - $257K
|
213K
$5.99M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.9K- 1.84% |
$262K - $286K
|
579K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.9K- 85.28% |
$265K - $289K
|
1.89K
$53.1K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-12.6K- 3.07% |
$305K - $333K
|
399K
$11.2M
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-12.6K- 3.07% |
$305K - $333K
|
399K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-13.2K- 11.5% |
$318K - $347K
|
101K
$2.85M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17.5K- 6.1% |
$422K - $460K
|
269K
$7.55M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.7K- 21.21% |
$525K - $572K
|
80.6K
$2.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-24.9K- 11.77% |
$601K - $655K
|
186K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 10.7% |
$708K - $773K
|
245K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-31.3K- 11.3% |
$756K - $824K
|
246K
$6.9M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-31.3K- 11.3% |
$756K - $824K
|
246K
$6.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-50.8K- 47.82% |
$1.23M - $1.34M
|
55.5K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-53.2K- 11.78% |
$1.28M - $1.4M
|
398K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55.9K- 1.72% |
$1.35M - $1.47M
|
3.19M
$89.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-58.5K- 83.8% |
$1.41M - $1.54M
|
11.3K
$318K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-60.4K- 22.99% |
$1.46M - $1.59M
|
202K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-65.2K- 54.0% |
$1.58M - $1.72M
|
55.5K
$1.56M
|