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 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.16K- 1.16% |
$54.6K - $57.4K
|
184K
$5.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.27K- 17.31% |
$57.4K - $60.4K
|
10.9K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.33K- 1.59% |
$58.8K - $61.8K
|
144K
$4.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.35K- 0.8% |
$59.3K - $62.3K
|
291K
$8.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 1.49% |
$60K - $63.1K
|
157K
$4.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.56K- 1.2% |
$64.5K - $67.8K
|
211K
$6.15M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-2.74K- 1.35% |
$69.1K - $72.6K
|
200K
$5.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.09K- 1.83% |
$77.9K - $81.9K
|
166K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.55K- 10.09% |
$89.6K - $94.1K
|
31.6K
$922K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3.61K- 1.98% |
$91.1K - $95.7K
|
179K
$5.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.81K- 5.72% |
$96.2K - $101K
|
62.8K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.64K- 6.19% |
$117K - $123K
|
70.4K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.69K- 11.23% |
$118K - $124K
|
37K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.01K- 26.64% |
$127K - $133K
|
13.8K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.05K- 7.45% |
$128K - $134K
|
62.7K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.56K- 2.69% |
$141K - $148K
|
201K
$5.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.59K- 3.64% |
$141K - $148K
|
148K
$4.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-7.12K- 12.83% |
$180K - $189K
|
48.4K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.74K- 33.85% |
$195K - $205K
|
15.1K
$441K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-7.98K- 7.88% |
$202K - $212K
|
93.3K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.19K- 0.29% |
$232K - $244K
|
3.18M
$92.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.9K- 17.36% |
$326K - $343K
|
61.5K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 1.97% |
$414K - $435K
|
815K
$23.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21K- 6.92% |
$531K - $558K
|
283K
$8.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23.5K- 1.53% |
$593K - $624K
|
1.52M
$44.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-30K- 5.19% |
$759K - $797K
|
549K
$16M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-31.2K- 92.84% |
$789K - $829K
|
2.41K
$70.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.9K- 8.26% |
$831K - $873K
|
365K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-35.4K- 1.89% |
$894K - $940K
|
1.84M
$53.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-36.7K- 4.9% |
$927K - $974K
|
712K
$20.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-37.4K- 46.33% |
$944K - $992K
|
43.3K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-37.5K- 4.61% |
$946K - $995K
|
775K
$22.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.1K- 43.2% |
$962K - $1.01M
|
50.1K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-44K- 79.29% |
$1.11M - $1.17M
|
11.5K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-44.8K- 74.34% |
$1.13M - $1.19M
|
15.5K
$451K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-44.8K- 74.34% |
$1.13M - $1.19M
|
15.5K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-46.5K- 36.6% |
$1.18M - $1.24M
|
80.6K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.2K- 46.15% |
$1.39M - $1.47M
|
64.4K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-103K- 84.5% |
$2.61M - $2.75M
|
19K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-193K- 94.6% |
$4.89M - $5.14M
|
11.1K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-307K- 16.4% |
$7.77M - $8.16M
|
1.57M
$45.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-604K- 95.72% |
$15.3M - $16M
|
27K
$789K
|