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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.63KNew |
$44.4K - $47.8K
|
1.63K
$46.7K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62K+ 1.18% |
$44K - $47.5K
|
138K
$3.96M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.49K+ 6.77% |
$40.5K - $43.7K
|
23.5K
$673K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.31K+ 0.41% |
$35.7K - $38.5K
|
318K
$9.09M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.57% |
$33.7K - $36.3K
|
35.9K
$1.03M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$32K - $34.5K
|
1.18K
$33.7K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
932New |
$25.3K - $27.3K
|
932
$26.7K
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
821+ 0.43% |
$22.3K - $24.1K
|
193K
$5.54M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
793+ 45.92% |
$21.6K - $23.2K
|
2.52K
$72.1K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
758+ 0.1% |
$20.6K - $22.2K
|
782K
$22.4M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
754New |
$20.5K - $22.1K
|
754
$21.6K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
732+ 2.12% |
$19.9K - $21.5K
|
35.2K
$1.01M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
731New |
$19.9K - $21.4K
|
731
$20.9K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
673+ 1.23% |
$18.3K - $19.7K
|
55.4K
$1.58M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
608+ 0.09% |
$16.5K - $17.8K
|
704K
$20.2M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
600+ 1.27% |
$16.3K - $17.6K
|
47.9K
$1.37M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
462+ 2.98% |
$12.6K - $13.5K
|
16K
$457K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
425New |
$11.6K - $12.5K
|
425
$12.2K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
423+ 1.31% |
$11.5K - $12.4K
|
32.8K
$939K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
374New |
$10.2K - $11K
|
374
$10.7K
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
255+ 0.13% |
$6.93K - $7.47K
|
196K
$5.61M
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
242+ 1.04% |
$6.58K - $7.09K
|
23.5K
$673K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
186+ 0.3% |
$5.06K - $5.45K
|
61.4K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 4.25% |
$3.7K - $3.99K
|
3.34K
$95.5K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
132New |
$3.59K - $3.87K
|
132
$3.78K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
125+ 0.36% |
$3.4K - $3.66K
|
35.1K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
124+ 1.31% |
$3.37K - $3.63K
|
9.62K
$275K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
62+ 1.45% |
$1.69K - $1.82K
|
4.33K
$124K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 280.0% |
$1.52K - $1.64K
|
76
$2.18K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
50+ 0.46% |
$1.36K - $1.47K
|
10.9K
$311K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 0.57% |
$625 - $674
|
4.06K
$116K
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22+ 0.31% |
$598 - $645
|
7.1K
$203K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
19+ 1.4% |
$516 - $557
|
1.38K
$39.5K
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3+ 0.66% |
$81.5 - $87.9
|
455
$13K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39- 0.19% |
$1.06K - $1.14K
|
20.2K
$579K
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-62- 0.01% |
$1.69K - $1.82K
|
557K
$15.9M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-85- 0.12% |
$2.31K - $2.49K
|
69.4K
$1.99M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-121- 65.41% |
$3.29K - $3.55K
|
64
$1.83K
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-170- 1.16% |
$4.62K - $4.98K
|
14.5K
$416K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-252- 11.37% |
$6.85K - $7.39K
|
1.96K
$56.2K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-267- 12.45% |
$7.26K - $7.83K
|
1.88K
$53.7K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-274- 3.26% |
$7.45K - $8.03K
|
8.12K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-307- 24.7% |
$8.34K - $9K
|
936
$26.8K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-319- 0.72% |
$8.67K - $9.35K
|
43.8K
$1.25M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-327- 99.7% |
$8.89K - $9.58K
|
1
$28.6
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-338- 0.46% |
$9.19K - $9.91K
|
73.4K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-362- 0.89% |
$9.84K - $10.6K
|
40.4K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-397- 1.26% |
$10.8K - $11.6K
|
31.2K
$893K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-436- 1.23% |
$11.9K - $12.8K
|
35K
$1M
|