Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
16.2K+ 1.42% |
$519K - $564K
|
1.16M
$40.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 81.34% |
$500K - $543K
|
34.7K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13.6KNew |
$436K - $474K
|
13.6K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.51K+ 498.32% |
$305K - $332K
|
11.4K
$403K
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.13K+ 3.96% |
$197K - $214K
|
161K
$5.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.14K+ 0.87% |
$133K - $144K
|
480K
$16.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.8K+ 3.05% |
$122K - $133K
|
128K
$4.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.67K+ 2.01% |
$85.6K - $93.1K
|
135K
$4.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.46K+ 4.11% |
$46.7K - $50.8K
|
36.8K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
161+ 5.03% |
$5.17K - $5.62K
|
3.36K
$119K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-74- 0.19% |
$2.38K - $2.58K
|
38K
$1.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-200- 1.2% |
$6.42K - $6.98K
|
16.4K
$580K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-286- 1.97% |
$9.18K - $9.99K
|
14.2K
$503K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-330- 1.83% |
$10.6K - $11.5K
|
17.7K
$624K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-357- 0.39% |
$11.5K - $12.5K
|
91.3K
$3.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-563- 5.62% |
$18.1K - $19.7K
|
9.46K
$334K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-628- 2.13% |
$20.2K - $21.9K
|
28.8K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.61K- 4.78% |
$51.7K - $56.2K
|
32.1K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.87K- 15.4% |
$59.9K - $65.1K
|
10.2K
$362K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.98K- 18.96% |
$224K - $244K
|
29.8K
$1.05M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-7.29K- 89.41% |
$234K - $254K
|
863
$30.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-7.8K- 4.18% |
$250K - $272K
|
179K
$6.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.3K- 1.6% |
$589K - $641K
|
1.13M
$39.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-23.1K- 1.6% |
$741K - $805K
|
1.42M
$50M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-50.1K- 13.22% |
$1.61M - $1.75M
|
329K
$11.6M
|