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 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-290- 0.68% |
$7.18K - $7.84K
|
42.2K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-295- 0.42% |
$7.31K - $7.98K
|
70.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-298- 0.81% |
$7.38K - $8.06K
|
36.6K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-314- 10.61% |
$7.78K - $8.49K
|
2.65K
$74.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-512- 1.18% |
$12.7K - $13.8K
|
42.8K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-609- 0.41% |
$15.1K - $16.5K
|
147K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-641- 0.19% |
$15.9K - $17.3K
|
332K
$9.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-649- 0.31% |
$16.1K - $17.5K
|
210K
$5.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-684- 0.37% |
$16.9K - $18.5K
|
183K
$5.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-779- 7.18% |
$19.3K - $21.1K
|
10.1K
$283K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-820- 0.09% |
$20.3K - $22.2K
|
963K
$27M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-984- 4.13% |
$24.4K - $26.6K
|
22.8K
$641K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.14K- 6.48% |
$28.3K - $30.9K
|
16.5K
$463K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.15K- 7.13% |
$28.6K - $31.2K
|
15K
$422K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 37.64% |
$29.1K - $31.8K
|
1.95K
$54.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.41K- 0.19% |
$34.9K - $38.1K
|
752K
$21.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.58K- 65.52% |
$39.1K - $42.6K
|
830
$23.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.72K- 4.6% |
$42.6K - $46.5K
|
35.7K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.03K- 18.34% |
$50.3K - $54.9K
|
9.05K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.7K- 10.58% |
$66.8K - $72.9K
|
22.8K
$640K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.98K- 1.16% |
$73.7K - $80.4K
|
252K
$7.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.2K- 7.12% |
$79.3K - $86.6K
|
41.8K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.48K- 99.49% |
$86.2K - $94.2K
|
18
$505
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.95K- 1.74% |
$97.9K - $107K
|
223K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.52K- 2.86% |
$112K - $122K
|
154K
$4.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.09K- 8.11% |
$126K - $138K
|
57.6K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.29K- 0.96% |
$131K - $143K
|
544K
$15.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.62K- 1.93% |
$139K - $152K
|
286K
$8.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.05K- 3.51% |
$175K - $191K
|
194K
$5.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.46K- 4.74% |
$185K - $202K
|
150K
$4.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.11K- 30.3% |
$201K - $219K
|
18.6K
$523K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.2K- 52.39% |
$228K - $249K
|
8.36K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.71K- 2.66% |
$240K - $262K
|
356K
$9.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-10K- 15.96% |
$248K - $271K
|
52.8K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 1.59% |
$280K - $305K
|
701K
$19.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.7K- 99.62% |
$290K - $317K
|
45
$1.26K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 1.66% |
$335K - $366K
|
801K
$22.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-15.9K- 1.01% |
$393K - $429K
|
1.55M
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 4.36% |
$482K - $526K
|
428K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.8K- 55.49% |
$689K - $752K
|
22.3K
$626K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-33.2K- 4.28% |
$822K - $898K
|
742K
$20.8M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-34.8K- 12.81% |
$862K - $941K
|
237K
$6.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-52.4K- 2.85% |
$1.3M - $1.42M
|
1.79M
$50.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-221K- 93.47% |
$5.48M - $5.98M
|
15.5K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-298K- 19.03% |
$7.39M - $8.07M
|
1.27M
$35.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-881K- 95.54% |
$21.8M - $23.8M
|
41.1K
$1.16M
|