Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
1.13MNew |
$28.6M - $30.1M
|
1.13M
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
702K+ 52.65% |
$17.7M - $18.6M
|
2.03M
$59.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
534K+ 77.36% |
$13.5M - $14.2M
|
1.23M
$35.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
433K+ 54.87% |
$10.9M - $11.5M
|
1.22M
$35.7M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
272KNew |
$6.87M - $7.22M
|
272K
$7.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
224K+ 1417.02% |
$5.65M - $5.94M
|
240K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 3.17% |
$4.92M - $5.17M
|
6.35M
$185M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
147KNew |
$3.71M - $3.9M
|
147K
$4.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
116K+ 67.21% |
$2.92M - $3.07M
|
288K
$8.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110K+ 245.67% |
$2.77M - $2.91M
|
154K
$4.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
106K+ 13.0% |
$2.68M - $2.82M
|
922K
$26.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
102K+ 75.63% |
$2.58M - $2.71M
|
237K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100K+ 125.09% |
$2.53M - $2.66M
|
180K
$5.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
96.2K+ 73.65% |
$2.43M - $2.55M
|
227K
$6.62M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.6K+ 29.08% |
$1.35M - $1.42M
|
238K
$6.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.1K+ 16.01% |
$989K - $1.04M
|
284K
$8.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
23.8KNew |
$601K - $632K
|
23.8K
$694K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 4.47% |
$483K - $508K
|
447K
$13M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
14.8K+ 2.01% |
$374K - $393K
|
753K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 4.41% |
$363K - $381K
|
340K
$9.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.1KNew |
$330K - $347K
|
13.1K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 8.82% |
$321K - $337K
|
157K
$4.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
12KNew |
$303K - $319K
|
12K
$350K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.8KNew |
$297K - $312K
|
11.8K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 3.54% |
$287K - $302K
|
333K
$9.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
10K+ 15.82% |
$253K - $266K
|
73.2K
$2.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.6KNew |
$242K - $255K
|
9.6K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.38KNew |
$237K - $249K
|
9.38K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.2K+ 110.05% |
$232K - $244K
|
17.6K
$512K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.2KNew |
$232K - $244K
|
9.2K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.95K+ 24.82% |
$201K - $211K
|
40K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.77KNew |
$196K - $206K
|
7.77K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.62K+ 5.6% |
$167K - $176K
|
125K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.68K+ 2.31% |
$143K - $151K
|
251K
$7.33M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.68K+ 2.31% |
$143K - $151K
|
251K
$7.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.33K+ 60.25% |
$135K - $141K
|
14.2K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
4.21KNew |
$106K - $112K
|
4.21K
$123K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.89K+ 5.56% |
$98.4K - $103K
|
74K
$2.16M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.09K+ 1.15% |
$78.1K - $82.1K
|
272K
$7.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.74K+ 0.85% |
$69.1K - $72.6K
|
324K
$9.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
2.28K+ 0.24% |
$57.7K - $60.6K
|
964K
$28.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.97K+ 0.13% |
$49.6K - $52.2K
|
1.57M
$45.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.4K+ 12.01% |
$35.3K - $37.1K
|
13K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 0.78% |
$30.7K - $32.3K
|
158K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11K+ 957.76% |
$28.1K - $29.5K
|
1.23K
$35.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 9.81% |
$27.4K - $28.8K
|
12.1K
$354K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 5.53% |
$25.3K - $26.6K
|
19.1K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
966+ 4.83% |
$24.4K - $25.6K
|
21K
$612K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
964+ 9.13% |
$24.4K - $25.6K
|
11.5K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
578+ 5.5% |
$14.6K - $15.3K
|
11.1K
$323K
|