Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.8M+ 67.69% |
$101M - $120M
|
11.9M
$333M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.15MNew |
$24.2M - $28.8M
|
1.15M
$32.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
869K+ 360.86% |
$18.3M - $21.8M
|
1.11M
$31.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
792KNew |
$16.7M - $19.9M
|
792K
$22.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
507K+ 42.79% |
$10.7M - $12.7M
|
1.69M
$47.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
463K+ 319.78% |
$9.76M - $11.6M
|
607K
$17M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
354K+ 29.85% |
$7.47M - $8.88M
|
1.54M
$43.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
240K+ 335.92% |
$5.07M - $6.03M
|
312K
$8.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
229K+ 982.91% |
$4.82M - $5.73M
|
252K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
213KNew |
$4.5M - $5.35M
|
213K
$5.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 97.68% |
$3.42M - $4.07M
|
328K
$9.19M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
158K+ 166.27% |
$3.33M - $3.96M
|
253K
$7.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
114K+ 6151.62% |
$2.41M - $2.86M
|
116K
$3.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
113KNew |
$2.38M - $2.83M
|
113K
$3.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
109K+ 10.99% |
$2.3M - $2.74M
|
1.1M
$30.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94K+ 14.62% |
$1.98M - $2.36M
|
737K
$20.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
72.7K+ 14.4% |
$1.53M - $1.82M
|
577K
$16.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
69.8KNew |
$1.47M - $1.75M
|
69.8K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.2K+ 31.88% |
$1.4M - $1.66M
|
274K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63.2K+ 353.82% |
$1.33M - $1.58M
|
81K
$2.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.7KNew |
$1.26M - $1.5M
|
59.7K
$1.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59.2KNew |
$1.25M - $1.48M
|
59.2K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.6KNew |
$1.24M - $1.47M
|
58.6K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
58.6K+ 24.49% |
$1.23M - $1.47M
|
298K
$8.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
52.4K+ 2157.37% |
$1.11M - $1.31M
|
54.9K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
51.8K+ 102.61% |
$1.09M - $1.3M
|
102K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
46.6K+ 2.56% |
$983K - $1.17M
|
1.87M
$52.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
40K+ 49.5% |
$843K - $1M
|
121K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
39.8K+ 108.34% |
$839K - $998K
|
76.5K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1KNew |
$782K - $930K
|
37.1K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
36.7K+ 47.17% |
$774K - $920K
|
114K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
35.6KNew |
$751K - $892K
|
35.6K
$997K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.5K+ 83.84% |
$685K - $814K
|
71.2K
$1.99M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
31.1KNew |
$656K - $780K
|
31.1K
$871K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
30.7K+ 26.65% |
$647K - $769K
|
146K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
29.5K+ 792.67% |
$622K - $740K
|
33.2K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.1KNew |
$614K - $729K
|
29.1K
$815K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
21.9KNew |
$462K - $549K
|
21.9K
$613K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21KNew |
$442K - $525K
|
21K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
19.8K+ 25.36% |
$418K - $497K
|
97.9K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
17.8K+ 15.79% |
$376K - $447K
|
131K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6KNew |
$370K - $440K
|
17.6K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
17KNew |
$359K - $427K
|
17K
$477K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
$304K - $362K
|
14.4K
$404K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
13.3K+ 3.35% |
$281K - $334K
|
411K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7KNew |
$268K - $318K
|
12.7K
$355K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.7K+ 0.39% |
$267K - $317K
|
3.25M
$91M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$227K - $270K
|
10.8K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.54K+ 1.64% |
$201K - $239K
|
590K
$16.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.08KNew |
$191K - $228K
|
9.08K
$254K
|