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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-182- 0.12% |
$5K - $5.57K
|
157K
$5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-191- 0.44% |
$5.25K - $5.85K
|
42.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-216- 0.05% |
$5.93K - $6.61K
|
410K
$13M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-343- 2.5% |
$9.42K - $10.5K
|
13.4K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-391- 2.2% |
$10.7K - $12K
|
17.4K
$553K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-417- 3.42% |
$11.5K - $12.8K
|
11.8K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-421- 2.42% |
$11.6K - $12.9K
|
17K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-571- 2.02% |
$15.7K - $17.5K
|
27.7K
$881K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-572- 8.08% |
$15.7K - $17.5K
|
6.5K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-599- 25.22% |
$16.5K - $18.3K
|
1.78K
$56.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-644- 13.7% |
$17.7K - $19.7K
|
4.06K
$129K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893- 1.02% |
$24.5K - $27.3K
|
86.4K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-928- 10.04% |
$25.5K - $28.4K
|
8.32K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.05K- 2.68% |
$28.8K - $32.1K
|
38K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.07K- 0.94% |
$29.4K - $32.8K
|
113K
$3.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.12K- 3.23% |
$30.7K - $34.2K
|
33.5K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.58K- 10.84% |
$43.5K - $48.4K
|
13K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.63K- 13.39% |
$44.8K - $49.9K
|
10.5K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.71K- 2.75% |
$47K - $52.4K
|
60.5K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.06K- 1.6% |
$56.5K - $63K
|
126K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 21.47% |
$59.5K - $66.3K
|
7.92K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.43K- 4.92% |
$66.8K - $74.5K
|
47.1K
$1.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.5K- 63.2% |
$68.5K - $76.4K
|
1.45K
$46.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.56K- 14.13% |
$70.2K - $78.3K
|
15.5K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 1.06% |
$72.5K - $80.9K
|
247K
$7.84M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.91K- 1.19% |
$80K - $89.1K
|
242K
$7.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-3.02K- 2.37% |
$83K - $92.5K
|
124K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 3.71% |
$83.9K - $93.5K
|
79.3K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.2K- 95.92% |
$87.9K - $98K
|
136
$4.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.37K- 4.86% |
$92.6K - $103K
|
66K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.65K- 9.3% |
$100K - $112K
|
35.6K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.17K- 3.48% |
$115K - $128K
|
116K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.18K- 9.16% |
$115K - $128K
|
41.4K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.35K- 32.3% |
$120K - $133K
|
9.12K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5.17K- 15.77% |
$142K - $158K
|
27.6K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.24K- 23.77% |
$144K - $160K
|
16.8K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.86K- 2.16% |
$161K - $179K
|
265K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.92K- 14.9% |
$163K - $181K
|
33.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.99K- 10.91% |
$165K - $183K
|
48.9K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.2K- 2.31% |
$170K - $190K
|
262K
$8.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.21K- 6.35% |
$171K - $190K
|
91.5K
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.24K- 24.41% |
$171K - $191K
|
19.3K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.25K- 3.81% |
$172K - $191K
|
158K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.33K- 0.91% |
$174K - $194K
|
689K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.96K- 0.61% |
$191K - $213K
|
1.14M
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.04K- 24.91% |
$221K - $246K
|
24.2K
$771K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-8.6K- 29.74% |
$236K - $263K
|
20.3K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.2K- 1.98% |
$279K - $311K
|
501K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.7K- 96.62% |
$294K - $327K
|
374
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.7K- 3.77% |
$294K - $328K
|
273K
$8.69M
|