Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.62M+ 39.2% |
$73M - $79.9M
|
9.3M
$278M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
303K+ 28.07% |
$8.45M - $9.24M
|
1.38M
$41.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
302K+ 18.66% |
$8.43M - $9.22M
|
1.92M
$57.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
249K+ 2764.73% |
$6.95M - $7.61M
|
258K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
224K+ 61.26% |
$6.25M - $6.84M
|
590K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
223KNew |
$6.22M - $6.81M
|
223K
$6.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$5.49M - $6.01M
|
197K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
188K+ 84.89% |
$5.25M - $5.74M
|
410K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
185KNew |
$5.15M - $5.63M
|
185K
$5.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174K+ 794.91% |
$4.85M - $5.31M
|
196K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
170KNew |
$4.74M - $5.19M
|
170K
$5.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
149K+ 24.05% |
$4.17M - $4.56M
|
771K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
144KNew |
$4.01M - $4.39M
|
144K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
127K+ 3.5% |
$3.53M - $3.87M
|
3.74M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
111K+ 43.45% |
$3.11M - $3.4M
|
368K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
108KNew |
$3.02M - $3.3M
|
108K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
101KNew |
$2.82M - $3.09M
|
101K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
99.4KNew |
$2.77M - $3.03M
|
99.4K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.3K+ 329.67% |
$1.62M - $1.78M
|
76K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
53.3KNew |
$1.48M - $1.62M
|
53.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.9K+ 321.7% |
$1.47M - $1.61M
|
69.3K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
51.9K+ 23.59% |
$1.45M - $1.58M
|
272K
$8.12M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
47KNew |
$1.31M - $1.43M
|
47K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.7K+ 2.59% |
$1.27M - $1.39M
|
1.81M
$53.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
43.2K+ 179.43% |
$1.21M - $1.32M
|
67.3K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
33.9K+ 10.8% |
$945K - $1.03M
|
348K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
29.6K+ 4.16% |
$825K - $903K
|
741K
$22.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.5KNew |
$712K - $779K
|
25.5K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 3.9% |
$692K - $758K
|
662K
$19.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24KNew |
$670K - $733K
|
24K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 15.18% |
$603K - $660K
|
164K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 5.65% |
$602K - $658K
|
404K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.8K+ 40.73% |
$523K - $572K
|
64.8K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5K+ 4.96% |
$517K - $566K
|
392K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.3K+ 7.31% |
$510K - $558K
|
268K
$8.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18.1K+ 17.9% |
$504K - $552K
|
119K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 5.26% |
$486K - $532K
|
349K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13.9KNew |
$389K - $425K
|
13.9K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.9KNew |
$387K - $424K
|
13.9K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
13.7KNew |
$382K - $418K
|
13.7K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 31.21% |
$364K - $399K
|
54.9K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
13KNew |
$362K - $396K
|
13K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12KNew |
$335K - $366K
|
12K
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 1.43% |
$315K - $344K
|
802K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.1KNew |
$310K - $339K
|
11.1K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.98KNew |
$278K - $305K
|
9.98K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.29K+ 31.05% |
$259K - $283K
|
39.2K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9KNew |
$251K - $274K
|
9K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.3KNew |
$231K - $253K
|
8.3K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.28K+ 0.69% |
$231K - $253K
|
1.21M
$36.2M
|