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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.2K- 3.49% |
$334K - $373K
|
337K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.2K- 3.86% |
$391K - $435K
|
354K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.8K- 25.69% |
$435K - $485K
|
45.8K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 3.01% |
$449K - $500K
|
527K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.5K- 5.25% |
$480K - $535K
|
316K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.5K- 8.52% |
$646K - $720K
|
253K
$8.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.9K- 2.13% |
$712K - $794K
|
1.19M
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-27.4K- 1.83% |
$754K - $840K
|
1.47M
$46.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33.2K- 9.56% |
$912K - $1.02M
|
314K
$9.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-43.5K- 64.59% |
$1.19M - $1.33M
|
23.8K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-62.4K- 8.06% |
$1.71M - $1.91M
|
712K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.5K- 4.52% |
$1.72M - $1.92M
|
1.32M
$42M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-68.5K- 6.16% |
$1.88M - $2.1M
|
1.04M
$33.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.4K- 11.04% |
$2.04M - $2.28M
|
599K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-458K- 81.32% |
$12.6M - $14M
|
105K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.73M- 18.62% |
$47.6M - $53M
|
7.57M
$241M
|