Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16M+ 383.53% |
$28.8M - $31.4M
|
1.46M
$41M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1M+ 8251.38% |
$24.8M - $27.1M
|
1.01M
$28.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
590K+ 208.77% |
$14.6M - $16M
|
873K
$24.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
303KNew |
$7.51M - $8.2M
|
303K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
256K+ 20.89% |
$6.34M - $6.92M
|
1.48M
$41.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 15.45% |
$4.68M - $5.11M
|
1.41M
$39.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.5K+ 49.48% |
$1.92M - $2.1M
|
234K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.6K+ 584.79% |
$1.6M - $1.75M
|
75.7K
$2.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
62.9K+ 4.15% |
$1.56M - $1.7M
|
1.58M
$44.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.2K+ 24.05% |
$1.42M - $1.55M
|
295K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 196.29% |
$1.31M - $1.44M
|
80.1K
$2.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 4.94% |
$1.28M - $1.4M
|
1.1M
$30.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44.3K+ 80.82% |
$1.1M - $1.2M
|
99K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.3KNew |
$974K - $1.06M
|
39.3K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.2K+ 11.53% |
$972K - $1.06M
|
380K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
39.2K+ 26.26% |
$972K - $1.06M
|
189K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
34K+ 42.18% |
$842K - $919K
|
115K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30K+ 19.44% |
$744K - $812K
|
184K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.4KNew |
$703K - $767K
|
28.4K
$794K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.2K+ 368.38% |
$624K - $681K
|
32K
$897K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7K+ 7.55% |
$538K - $588K
|
309K
$8.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18.6KNew |
$461K - $503K
|
18.6K
$521K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.5KNew |
$385K - $420K
|
15.5K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$308K - $336K
|
12.4K
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.1K+ 5.04% |
$299K - $326K
|
252K
$7.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.71K+ 5.43% |
$241K - $263K
|
189K
$5.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.5KNew |
$235K - $257K
|
9.5K
$266K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.79K+ 8.34% |
$193K - $211K
|
101K
$2.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.78K+ 3.91% |
$193K - $210K
|
207K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.8KNew |
$168K - $184K
|
6.8K
$190K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
6.65KNew |
$165K - $180K
|
6.65K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.35K+ 2.53% |
$157K - $172K
|
258K
$7.21M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.35K+ 2.53% |
$157K - $172K
|
258K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.15K+ 8.59% |
$152K - $166K
|
77.7K
$2.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.33K+ 9.21% |
$132K - $144K
|
63.2K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.31K+ 3.61% |
$131K - $143K
|
152K
$4.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.76K+ 6.43% |
$118K - $129K
|
78.7K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.64K+ 0.23% |
$115K - $125K
|
2.04M
$57.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.21KNew |
$104K - $114K
|
4.21K
$118K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.69K+ 42.17% |
$91.4K - $99.8K
|
12.4K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.42K+ 1.06% |
$84.7K - $92.4K
|
327K
$9.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 0.11% |
$83.3K - $90.9K
|
3.19M
$89.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.2K+ 1.13% |
$79.3K - $86.5K
|
287K
$8.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.08K+ 1.3% |
$76.3K - $83.3K
|
240K
$6.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.06K+ 23.38% |
$75.8K - $82.7K
|
16.1K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.06K+ 2.45% |
$75.7K - $82.6K
|
128K
$3.58M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.99KNew |
$74K - $80.8K
|
2.99K
$83.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.85K+ 16.57% |
$70.6K - $77.1K
|
20.1K
$562K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.7K+ 6.74% |
$66.8K - $72.9K
|
42.7K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.42K+ 4.54% |
$59.9K - $65.4K
|
55.7K
$1.56M
|