Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.6MNew |
$43.4M - $46.8M
|
1.6M
$44.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
354K+ 135.23% |
$9.61M - $10.4M
|
615K
$17.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
241K+ 3121.26% |
$6.56M - $7.07M
|
249K
$6.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
203K+ 602.19% |
$5.53M - $5.96M
|
237K
$6.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
157K+ 89313.07% |
$4.27M - $4.61M
|
157K
$4.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
149KNew |
$4.06M - $4.38M
|
149K
$4.18M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
142K+ 650.99% |
$3.87M - $4.17M
|
164K
$4.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 3.92% |
$3.62M - $3.91M
|
3.53M
$98.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 20.0% |
$2.77M - $2.98M
|
611K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 20.0% |
$2.77M - $2.98M
|
611K
$17.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 4.29% |
$1.25M - $1.35M
|
1.12M
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.2K+ 21.71% |
$1.17M - $1.27M
|
242K
$6.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.7K+ 411.18% |
$1.11M - $1.19M
|
50.6K
$1.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
35K+ 10.97% |
$950K - $1.02M
|
354K
$9.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.3K+ 6.81% |
$904K - $975K
|
522K
$14.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32KNew |
$869K - $937K
|
32K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.7K+ 15.16% |
$861K - $929K
|
241K
$6.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30.3K+ 10.89% |
$824K - $889K
|
309K
$8.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 2.23% |
$717K - $773K
|
1.21M
$33.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.7KNew |
$671K - $723K
|
24.7K
$691K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.3K+ 6.36% |
$578K - $623K
|
355K
$9.95M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 1.12% |
$534K - $576K
|
1.77M
$49.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 5.24% |
$440K - $475K
|
326K
$9.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3KNew |
$416K - $448K
|
15.3K
$428K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3K+ 138.87% |
$390K - $420K
|
24.7K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.9KNew |
$377K - $406K
|
13.9K
$388K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.7K+ 8.63% |
$291K - $313K
|
135K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.7KNew |
$290K - $313K
|
10.7K
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.4K+ 10.17% |
$282K - $304K
|
112K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.6K+ 6.02% |
$261K - $281K
|
169K
$4.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
8.67K+ 12.46% |
$236K - $254K
|
78.2K
$2.19M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
8.52K+ 1.22% |
$231K - $250K
|
705K
$19.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.9K+ 0.59% |
$215K - $232K
|
1.34M
$37.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.4KNew |
$201K - $217K
|
7.4K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.29K+ 1.98% |
$198K - $214K
|
375K
$10.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.78K+ 2.06% |
$157K - $169K
|
286K
$8.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 14.15% |
$141K - $152K
|
41.8K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.88K+ 3.47% |
$133K - $143K
|
146K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.17K+ 2.18% |
$113K - $122K
|
195K
$5.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.11K+ 13.13% |
$112K - $120K
|
35.4K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.39K+ 1.28% |
$92.2K - $99.5K
|
268K
$7.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.32K+ 1.52% |
$90.3K - $97.4K
|
222K
$6.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.29K+ 4.3% |
$89.4K - $96.4K
|
79.8K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.23K+ 3.42% |
$87.7K - $94.6K
|
97.6K
$2.73M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.85K+ 5.11% |
$77.3K - $83.4K
|
58.5K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.85K+ 5.11% |
$77.3K - $83.4K
|
58.5K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 2.64% |
$59K - $63.6K
|
84.4K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 4.11% |
$50.7K - $54.7K
|
47.2K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1.77K+ 0.86% |
$48K - $51.7K
|
207K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 1.66% |
$46.2K - $49.9K
|
104K
$2.93M
|