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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.08KNew |
$191K - $228K
|
9.08K
$255K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
8.72KNew |
$184K - $219K
|
8.72K
$245K
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.58KNew |
$181K - $215K
|
8.58K
$241K
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.36KNew |
$176K - $210K
|
8.36K
$235K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.8K+ 3.29% |
$143K - $170K
|
213K
$5.99M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.83K+ 469.0% |
$123K - $146K
|
7.07K
$198K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.72K+ 4.01% |
$121K - $143K
|
149K
$4.17M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 13.18% |
$115K - $136K
|
46.7K
$1.31M
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5.25K+ 0.66% |
$111K - $132K
|
799K
$22.4M
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.1K+ 37.6% |
$108K - $128K
|
18.7K
$524K
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.29K+ 34.15% |
$90.5K - $108K
|
16.9K
$474K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.58KNew |
$54.5K - $64.8K
|
2.58K
$72.5K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.36K+ 5.83% |
$49.8K - $59.2K
|
42.9K
$1.2M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$40.2K - $47.8K
|
1.91K
$53.5K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75K+ 59.94% |
$36.9K - $43.8K
|
4.67K
$131K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.72KNew |
$36.2K - $43K
|
1.72K
$48.2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.65KNew |
$34.8K - $41.4K
|
1.65K
$46.3K
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 12.29% |
$34.4K - $40.9K
|
14.9K
$419K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.62KNew |
$34.2K - $40.7K
|
1.62K
$45.6K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.3K+ 3.09% |
$27.4K - $32.5K
|
43.3K
$1.22M
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
1.15K+ 6.86% |
$24.3K - $28.9K
|
18K
$504K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.01K+ 16.38% |
$21.3K - $25.3K
|
7.18K
$201K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
946+ 33.03% |
$20K - $23.7K
|
3.81K
$107K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
925New |
$19.5K - $23.2K
|
925
$26K
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
676+ 6.03% |
$14.3K - $16.9K
|
11.9K
$334K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
600New |
$12.7K - $15K
|
600
$16.8K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
545+ 4.39% |
$11.5K - $13.7K
|
13K
$364K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
496New |
$10.5K - $12.4K
|
496
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
485+ 1.25% |
$10.2K - $12.2K
|
39.3K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
351+ 34.96% |
$7.4K - $8.8K
|
1.36K
$38K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
341+ 11.21% |
$7.19K - $8.55K
|
3.38K
$95K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
258+ 1.45% |
$5.44K - $6.47K
|
18.1K
$507K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
249+ 1.25% |
$5.25K - $6.24K
|
20.1K
$566K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
234New |
$4.94K - $5.87K
|
234
$6.57K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$4.75K - $5.64K
|
225
$6.32K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200New |
$4.22K - $5.01K
|
200
$5.62K
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
181+ 0.32% |
$3.82K - $4.54K
|
56.6K
$1.59M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
157+ 1.45% |
$3.31K - $3.94K
|
11K
$309K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
122+ 0.96% |
$2.57K - $3.06K
|
12.8K
$360K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
116+ 3.34% |
$2.45K - $2.91K
|
3.59K
$101K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 6.65% |
$2.19K - $2.61K
|
1.67K
$46.8K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
85+ 0.06% |
$1.79K - $2.13K
|
149K
$4.2M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60+ 1.72% |
$1.27K - $1.5K
|
3.55K
$99.6K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.32% |
$717 - $852
|
10.6K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$359 - $426
|
9.02K
$253K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15+ 0.27% |
$316 - $376
|
5.56K
$156K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$274 - $326
|
13
$365
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10New |
$211 - $251
|
10
$281
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.18% |
$42.2 - $50.1
|
171
$4.8K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$21.1 - $25.1
|
1
$28.1
|