Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.31M+ 36.41% |
$55.1M - $62.5M
|
8.66M
$242M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.67MNew |
$39.8M - $45.1M
|
1.67M
$46.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
650K+ 41.19% |
$15.5M - $17.6M
|
2.23M
$62.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
274KNew |
$6.53M - $7.41M
|
274K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
221K+ 1432.22% |
$5.27M - $5.98M
|
237K
$6.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176K+ 12263.77% |
$4.2M - $4.77M
|
178K
$4.98M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156K+ 712.76% |
$3.72M - $4.22M
|
178K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
67K+ 4.52% |
$1.6M - $1.81M
|
1.55M
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.3K+ 4.49% |
$1.51M - $1.71M
|
1.47M
$41.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
63.1KNew |
$1.5M - $1.71M
|
63.1K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.2K+ 43.18% |
$1.32M - $1.49M
|
183K
$5.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
47.6K+ 3.07% |
$1.13M - $1.29M
|
1.6M
$44.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.9K+ 24.88% |
$1.09M - $1.24M
|
230K
$6.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
42.4KNew |
$1.01M - $1.15M
|
42.4K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
42K+ 42.42% |
$1M - $1.14M
|
141K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.3KNew |
$938K - $1.06M
|
39.3K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.8K+ 14.28% |
$758K - $861K
|
255K
$7.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31KNew |
$738K - $837K
|
31K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 2.02% |
$704K - $799K
|
1.49M
$41.8M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26.9K+ 10.44% |
$641K - $727K
|
284K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26.9K+ 10.44% |
$641K - $727K
|
284K
$7.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 8.21% |
$640K - $726K
|
354K
$9.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.1K+ 7.72% |
$528K - $599K
|
309K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9KNew |
$497K - $564K
|
20.9K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.8K+ 6.25% |
$495K - $562K
|
353K
$9.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
20.6KNew |
$490K - $556K
|
20.6K
$576K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.2KNew |
$457K - $519K
|
19.2K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 6.06% |
$426K - $483K
|
313K
$8.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 8.46% |
$417K - $473K
|
224K
$6.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15.1K+ 6.0% |
$361K - $409K
|
268K
$7.49M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
14.5K+ 3.58% |
$344K - $391K
|
418K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 3.81% |
$323K - $366K
|
369K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.6K+ 5.26% |
$301K - $342K
|
253K
$7.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 1.04% |
$273K - $310K
|
1.11M
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 13.78% |
$263K - $298K
|
91.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.3KNew |
$245K - $278K
|
10.3K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.1K+ 12.2% |
$240K - $273K
|
92.8K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 47.18% |
$238K - $271K
|
31.2K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
9.58KNew |
$228K - $259K
|
9.58K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.34KNew |
$222K - $252K
|
9.34K
$261K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
8.25KNew |
$197K - $223K
|
8.25K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.9K+ 35.43% |
$188K - $214K
|
30.2K
$846K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.77KNew |
$185K - $210K
|
7.77K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.71KNew |
$184K - $209K
|
7.71K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.56KNew |
$180K - $205K
|
7.56K
$212K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.47K+ 5.07% |
$178K - $202K
|
155K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.21K+ 32.66% |
$172K - $195K
|
29.3K
$820K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.3K+ 15.23% |
$150K - $170K
|
47.7K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.81K+ 7.38% |
$138K - $157K
|
84.5K
$2.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
5.76K+ 20.85% |
$137K - $156K
|
33.4K
$934K
|