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 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-55- 0.09% |
$1.31K - $1.49K
|
61.4K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-57- 5.31% |
$1.36K - $1.54K
|
1.02K
$28.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-68- 0.16% |
$1.62K - $1.84K
|
42.7K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-69- 0.19% |
$1.64K - $1.87K
|
35.6K
$999K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-82- 1.38% |
$1.95K - $2.22K
|
5.87K
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-115- 0.16% |
$2.74K - $3.11K
|
73.2K
$2.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-194- 46.3% |
$4.62K - $5.25K
|
225
$6.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-214- 1.15% |
$5.1K - $5.79K
|
18.4K
$517K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-220- 0.83% |
$5.24K - $5.95K
|
26.4K
$742K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-282- 0.82% |
$6.72K - $7.63K
|
33.9K
$953K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-378- 45.54% |
$9.01K - $10.2K
|
452
$12.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-383- 1.68% |
$9.13K - $10.4K
|
22.4K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-591- 1.61% |
$14.1K - $16K
|
36K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-691- 4.28% |
$16.5K - $18.7K
|
15.5K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-744- 3.71% |
$17.7K - $20.1K
|
19.3K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-756- 7.88% |
$18K - $20.4K
|
8.84K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-790- 1.87% |
$18.8K - $21.4K
|
41.4K
$1.16M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-889- 7.9% |
$21.2K - $24K
|
10.4K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-968- 6.39% |
$23.1K - $26.2K
|
14.2K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.13K- 2.69% |
$26.8K - $30.4K
|
40.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.15K- 7.67% |
$27.5K - $31.2K
|
13.9K
$390K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.36K- 0.94% |
$32.4K - $36.8K
|
143K
$4.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.44K- 22.66% |
$34.2K - $38.8K
|
4.9K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.64K- 15.1% |
$39.1K - $44.3K
|
9.22K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.71K- 2.39% |
$40.7K - $46.2K
|
69.9K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.85K- 4.49% |
$44K - $49.9K
|
39.3K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.9K- 20.0% |
$45.3K - $51.4K
|
7.6K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.96K- 3.03% |
$46.6K - $52.9K
|
62.5K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.15K- 2.8% |
$51.2K - $58.1K
|
74.7K
$2.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.33K- 71.6% |
$55.6K - $63.1K
|
925
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.51K- 1.29% |
$59.8K - $67.8K
|
191K
$5.37M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-2.57K- 1.28% |
$61.1K - $69.4K
|
197K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.61K- 98.75% |
$62.2K - $70.6K
|
33
$927
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.69K- 2.84% |
$64K - $72.6K
|
92K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.89K- 1.89% |
$68.8K - $78K
|
149K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.95K- 2.22% |
$70.2K - $79.7K
|
130K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.09KClosed |
$73.7K - $83.6K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.4K- 4.85% |
$81K - $91.9K
|
66.7K
$1.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.49K- 23.26% |
$83.3K - $94.5K
|
11.5K
$324K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.53K- 23.74% |
$108K - $122K
|
14.5K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.42K- 14.47% |
$129K - $146K
|
32K
$899K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6.82K- 15.97% |
$162K - $184K
|
35.9K
$1.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.41K- 4.94% |
$177K - $200K
|
143K
$4M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.85K- 3.45% |
$235K - $266K
|
276K
$7.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11K- 4.37% |
$262K - $298K
|
241K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-14K- 6.65% |
$333K - $378K
|
196K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-15.1K- 28.6% |
$360K - $408K
|
37.7K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.8K- 2.23% |
$400K - $453K
|
735K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 10.13% |
$436K - $494K
|
162K
$4.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22K- 2.74% |
$523K - $594K
|
779K
$21.9M
|