Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.84MNew |
$142M - $149M
|
4.84M
$142M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07M+ 19.48% |
$31.3M - $32.9M
|
6.54M
$192M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
547KNew |
$16M - $16.9M
|
547K
$16M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
376KNew |
$11M - $11.6M
|
376K
$11M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 57.77% |
$5M - $5.25M
|
465K
$13.6M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
105K+ 2938.65% |
$3.08M - $3.24M
|
109K
$3.18M
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
94.6KNew |
$2.78M - $2.92M
|
94.6K
$2.77M
|
|
Aug 16, 2021
Q2 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
85.2KNew |
$2.5M - $2.63M
|
85.2K
$2.49M
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
63.6K+ 2.26% |
$1.87M - $1.96M
|
2.88M
$84.2M
|
|
Aug 09, 2021
Q2 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
56.6K+ 312.25% |
$1.66M - $1.75M
|
74.8K
$2.19M
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
56K+ 19.05% |
$1.64M - $1.73M
|
350K
$10.2M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 35.44% |
$1.58M - $1.66M
|
205K
$6.01M
|
|
Jul 23, 2021
Q2 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
51.9K+ 576.67% |
$1.52M - $1.6M
|
60.9K
$1.78M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 18.77% |
$1.44M - $1.52M
|
311K
$9.1M
|
|
Jul 26, 2021
Q2 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
43K+ 179.34% |
$1.26M - $1.33M
|
66.9K
$1.96M
|
|
Jul 20, 2021
Q2 2021
|
Eastern Bank
|
BUY
|
- |
41.6K+ 2.85% |
$1.22M - $1.28M
|
1.5M
$43.9M
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.6K+ 2.41% |
$1.19M - $1.25M
|
1.73M
$50.6M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.4K+ 554.43% |
$1.18M - $1.25M
|
47.7K
$1.4M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38.7K+ 4.25% |
$1.14M - $1.19M
|
951K
$27.8M
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
33.2KNew |
$975K - $1.03M
|
33.2K
$973K
|
|
Jul 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
BUY
|
- |
29.4K+ 5.57% |
$862K - $906K
|
557K
$16.3M
|
|
Aug 03, 2021
Q2 2021
|
Iowa State Bank
|
BUY
|
- |
26.9K+ 8.45% |
$790K - $830K
|
345K
$10.1M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
22.7K+ 2.85% |
$666K - $700K
|
820K
$24M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
21.6K+ 2920.05% |
$632K - $665K
|
22.3K
$652K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.6KNew |
$457K - $481K
|
15.6K
$456K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
15.4KNew |
$453K - $476K
|
15.4K
$452K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$443K - $466K
|
15.1K
$442K
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
13.7K+ 15.04% |
$402K - $423K
|
105K
$3.07M
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
13KNew |
$381K - $400K
|
13K
$380K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$373K - $392K
|
12.7K
$372K
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12.4KNew |
$363K - $381K
|
12.4K
$362K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 7.47% |
$333K - $350K
|
163K
$4.78M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 6.41% |
$323K - $339K
|
182K
$5.34M
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 142.69% |
$321K - $337K
|
18.6K
$544K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Cmt
|
BUY
|
- |
10.5K+ 2.37% |
$309K - $325K
|
455K
$13.3M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.29K+ 2.39% |
$272K - $286K
|
397K
$11.6M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.33K+ 1.83% |
$244K - $257K
|
464K
$13.6M
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
BUY
|
- |
8.04K+ 4.07% |
$236K - $248K
|
206K
$6.02M
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
6.87KNew |
$202K - $212K
|
6.87K
$201K
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.72K+ 16.0% |
$197K - $207K
|
48.7K
$1.43M
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.14K+ 36.98% |
$180K - $189K
|
22.7K
$666K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
5.52KNew |
$162K - $170K
|
5.52K
$162K
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.93K+ 6.54% |
$145K - $152K
|
80.4K
$2.35M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.27K+ 3.15% |
$125K - $132K
|
140K
$4.09M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.91K+ 3911.0% |
$115K - $121K
|
4.01K
$117K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.88K+ 292.89% |
$114K - $120K
|
5.2K
$152K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.73K+ 13.38% |
$109K - $115K
|
31.6K
$925K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61KNew |
$76.5K - $80.4K
|
2.61K
$76.3K
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.08K+ 26.64% |
$61K - $64.2K
|
9.89K
$289K
|
|
Aug 02, 2021
Q2 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.78K+ 5.52% |
$52.1K - $54.8K
|
34K
$994K
|