Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.67KNew |
$128K - $143K
|
4.67K
$148K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.29K+ 6397.01% |
$118K - $131K
|
4.35K
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.13K+ 2.14% |
$114K - $127K
|
197K
$6.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.96K+ 1.46% |
$109K - $121K
|
276K
$8.78M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.86K+ 1.01% |
$106K - $118K
|
386K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.35K+ 1.7% |
$91.9K - $102K
|
200K
$6.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.17K+ 22.27% |
$87K - $96.9K
|
17.4K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.07K+ 3.32% |
$84.3K - $93.9K
|
95.5K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.85K+ 2.87% |
$78.4K - $87.4K
|
102K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.82K+ 4.73% |
$77.5K - $86.4K
|
62.5K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 13765.0% |
$75.6K - $84.3K
|
2.77K
$88.2K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.47K+ 17.75% |
$68K - $75.8K
|
16.4K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.99K+ 5.41% |
$54.6K - $60.9K
|
38.7K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.97KNew |
$54.1K - $60.3K
|
1.97K
$62.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 89.26% |
$51.1K - $57K
|
3.95K
$126K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.51K+ 0.82% |
$41.4K - $46.1K
|
186K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.5K+ 4.25% |
$41.2K - $45.9K
|
36.8K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.24K+ 0.87% |
$34.1K - $38K
|
144K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.1K+ 1.55% |
$30.2K - $33.7K
|
72K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
694+ 1.93% |
$19.1K - $21.3K
|
36.6K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
630New |
$17.3K - $19.3K
|
630
$20K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
624+ 8.78% |
$17.1K - $19.1K
|
7.73K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
523+ 2.98% |
$14.4K - $16K
|
18.1K
$575K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$14.4K - $16K
|
523
$16.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 0.27% |
$9.61K - $10.7K
|
132K
$4.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 2.43% |
$7.17K - $7.99K
|
11K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
256+ 75.52% |
$7.03K - $7.84K
|
595
$18.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
236+ 1.52% |
$6.48K - $7.23K
|
15.8K
$501K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
197+ 15.32% |
$5.41K - $6.03K
|
1.48K
$47.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
179+ 32.25% |
$4.92K - $5.48K
|
734
$23.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
154New |
$4.23K - $4.72K
|
154
$4.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
113+ 9.0% |
$3.1K - $3.46K
|
1.37K
$43.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
85+ 1.28% |
$2.33K - $2.6K
|
6.73K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
67+ 0.85% |
$1.84K - $2.05K
|
7.98K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
61+ 3.61% |
$1.68K - $1.87K
|
1.75K
$55.7K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45+ 2.86% |
$1.24K - $1.38K
|
1.62K
$51.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24New |
$659 - $735
|
24
$763
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$27.5 - $30.6
|
3
$95.4
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-7- 0.53% |
$192 - $214
|
1.3K
$41.4K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 30.68% |
$742 - $827
|
61
$1.94K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-28- 0.2% |
$769 - $857
|
13.9K
$440K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.04% |
$824 - $919
|
79.4K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39- 0.1% |
$1.07K - $1.19K
|
38.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-50- 4.17% |
$1.37K - $1.53K
|
1.15K
$36.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-63- 14.89% |
$1.73K - $1.93K
|
360
$11.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-70- 0.99% |
$1.92K - $2.14K
|
6.98K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-72- 0.28% |
$1.98K - $2.2K
|
25.3K
$804K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-75- 18.34% |
$2.06K - $2.3K
|
334
$10.6K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-181- 1.85% |
$4.97K - $5.54K
|
9.62K
$306K
|