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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.38K+ 1.32% |
$128K - $145K
|
413K
$11.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.59K+ 39.78% |
$109K - $124K
|
16.1K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.55K+ 36.57% |
$108K - $123K
|
17K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.2K+ 0.77% |
$100K - $114K
|
548K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.1K+ 5.27% |
$97.7K - $111K
|
81.8K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7K+ 0.97% |
$88.1K - $100K
|
383K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.57K+ 38.1% |
$85.1K - $96.6K
|
12.9K
$363K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.46K+ 26.57% |
$82.5K - $93.6K
|
16.5K
$463K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.26KNew |
$77.6K - $88.1K
|
3.26K
$91.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.2KNew |
$76.3K - $86.5K
|
3.2K
$89.9K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$68.2K - $77.4K
|
2.86K
$80.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.63KNew |
$62.6K - $71.1K
|
2.63K
$73.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.6KNew |
$61.9K - $70.3K
|
2.6K
$73K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.21KNew |
$52.7K - $59.8K
|
2.21K
$62.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.88K+ 1.0% |
$44.9K - $50.9K
|
190K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.88K+ 2678.57% |
$44.7K - $50.7K
|
1.95K
$54.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.42K+ 4.38% |
$33.8K - $38.3K
|
33.8K
$948K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.05K+ 8.83% |
$25K - $28.4K
|
12.9K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23.8K - $27K
|
1K
$28.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
851New |
$20.3K - $23K
|
851
$23.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 41.07% |
$19.1K - $21.6K
|
2.75K
$77.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
746+ 18650.0% |
$17.8K - $20.2K
|
750
$21.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
634+ 3.17% |
$15.1K - $17.1K
|
20.6K
$580K
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
619+ 4.41% |
$14.8K - $16.7K
|
14.6K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
580+ 61.51% |
$13.8K - $15.7K
|
1.52K
$42.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$12.5K - $14.1K
|
523
$14.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
474+ 1.48% |
$11.3K - $12.8K
|
32.5K
$913K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
457+ 2.46% |
$10.9K - $12.4K
|
19.1K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 4.47% |
$10.7K - $12.2K
|
10.5K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
449+ 3.06% |
$10.7K - $12.1K
|
15.1K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
326+ 0.92% |
$7.77K - $8.82K
|
35.9K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
310New |
$7.39K - $8.38K
|
310
$8.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
234+ 1.29% |
$5.58K - $6.33K
|
18.3K
$514K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
216+ 0.02% |
$5.15K - $5.84K
|
963K
$27M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
146+ 1.31% |
$3.48K - $3.95K
|
11.3K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
135+ 4.22% |
$3.22K - $3.65K
|
3.34K
$93.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$3.12K - $3.54K
|
131
$3.68K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
111+ 1.19% |
$2.65K - $3K
|
9.44K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71+ 0.78% |
$1.69K - $1.92K
|
9.12K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
54+ 1.28% |
$1.29K - $1.46K
|
4.27K
$120K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23New |
$548 - $622
|
23
$646
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
18+ 1.34% |
$429 - $487
|
1.36K
$38.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
17+ 0.03% |
$405 - $460
|
49.5K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.18% |
$381 - $433
|
8.72K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$238 - $270
|
10
$281
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$119 - $135
|
4.04K
$113K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$95.3 - $108
|
4
$112
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.15% |
$47.7 - $54.1
|
176
$4.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-39- 0.04% |
$929 - $1.05K
|
101K
$2.84M
|