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 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
964+ 9.13% |
$24.4K - $25.6K
|
11.5K
$324K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
578+ 5.5% |
$14.6K - $15.3K
|
11.1K
$311K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 0.56% |
$10.1K - $10.6K
|
71.6K
$2.01M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
396+ 0.49% |
$10K - $10.5K
|
82K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
375+ 4.56% |
$9.47K - $9.96K
|
8.59K
$241K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
294+ 0.51% |
$7.43K - $7.81K
|
57.9K
$1.63M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
287+ 1.59% |
$7.25K - $7.62K
|
18.3K
$515K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
255New |
$6.44K - $6.77K
|
255
$7.16K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$5.3K - $5.58K
|
210
$5.9K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
202+ 0.55% |
$5.1K - $5.36K
|
36.9K
$1.04M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
191New |
$4.82K - $5.07K
|
191
$5.37K
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
176+ 1.6% |
$4.45K - $4.67K
|
11.2K
$314K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
162+ 2.43% |
$4.09K - $4.3K
|
6.84K
$192K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
91+ 1.05% |
$2.3K - $2.42K
|
8.78K
$246K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
57New |
$1.44K - $1.51K
|
57
$1.6K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
36+ 12.2% |
$909 - $956
|
331
$9.3K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
25+ 0.07% |
$632 - $664
|
37.4K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
23New |
$581 - $611
|
23
$646
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
21+ 1.59% |
$530 - $558
|
1.34K
$37.7K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$152 - $159
|
4.04K
$113K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.05% |
$126 - $133
|
9.11K
$256K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.75% |
$75.8 - $79.7
|
174
$4.89K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$50.5 - $53.1
|
8.71K
$245K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17- 0.09% |
$429 - $451
|
19.7K
$552K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-64- 0.02% |
$1.62K - $1.7K
|
315K
$8.85M
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 37.5% |
$3.18K - $3.35K
|
210
$5.9K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-173- 0.42% |
$4.37K - $4.59K
|
41.3K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-177- 2.87% |
$4.47K - $4.7K
|
6K
$168K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-200- 0.26% |
$5.05K - $5.31K
|
77K
$2.16M
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-206- 0.82% |
$5.2K - $5.47K
|
24.8K
$696K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-306- 1.86% |
$7.73K - $8.12K
|
16.2K
$454K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-311- 0.86% |
$7.86K - $8.26K
|
36K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-317- 1.77% |
$8.01K - $8.42K
|
17.6K
$495K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-329- 0.73% |
$8.31K - $8.73K
|
45K
$1.26M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-330- 1.88% |
$8.34K - $8.76K
|
17.2K
$484K
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-453- 36.71% |
$11.4K - $12K
|
781
$21.9K
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-462- 1.07% |
$11.7K - $12.3K
|
42.5K
$1.19M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-480- 1.71% |
$12.1K - $12.7K
|
27.6K
$775K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-533- 2.59% |
$13.5K - $14.2K
|
20.1K
$564K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-831- 0.55% |
$21K - $22.1K
|
149K
$4.2M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-939- 23.11% |
$23.7K - $24.9K
|
3.12K
$87.8K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08K- 3.9% |
$27.4K - $28.8K
|
26.7K
$751K
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.12K- 0.84% |
$28.2K - $29.6K
|
131K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 0.4% |
$30.6K - $32.2K
|
303K
$8.51M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.38K- 13.6% |
$34.8K - $36.6K
|
8.75K
$246K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.38K- 0.54% |
$34.9K - $36.7K
|
255K
$7.18M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.48K- 4.12% |
$37.3K - $39.2K
|
34.4K
$966K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.49K- 33.42% |
$37.5K - $39.4K
|
2.96K
$83.1K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 0.75% |
$38.1K - $40.1K
|
199K
$5.59M
|