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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
8.08K+ 9.57% |
$225K - $246K
|
92.5K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
7.08KNew |
$197K - $216K
|
7.08K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.04K+ 2.75% |
$168K - $184K
|
226K
$6.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.54K+ 4.54% |
$154K - $169K
|
128K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.31K+ 2.19% |
$92.3K - $101K
|
154K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.99K+ 6.43% |
$83.4K - $91.2K
|
49.5K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.91KNew |
$81.1K - $88.7K
|
2.91K
$86.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 10.63% |
$81.1K - $88.7K
|
30.3K
$904K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.9K+ 0.77% |
$80.9K - $88.5K
|
382K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.9KNew |
$80.8K - $88.4K
|
2.9K
$86.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.25KNew |
$62.7K - $68.6K
|
2.25K
$67.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.21K+ 5.4% |
$61.6K - $67.4K
|
43.1K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.69KNew |
$47.1K - $51.6K
|
1.69K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.63KNew |
$45.3K - $49.6K
|
1.63K
$48.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.59KNew |
$44.4K - $48.5K
|
1.59K
$47.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.54KNew |
$42.9K - $46.9K
|
1.54K
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.5K+ 2.16% |
$41.8K - $45.8K
|
70.9K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.4KNew |
$39K - $42.7K
|
1.4K
$41.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.4KNew |
$39K - $42.7K
|
1.4K
$41.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 5.72% |
$37K - $40.5K
|
24.5K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.29KNew |
$35.9K - $39.2K
|
1.29K
$38.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.19K+ 9.14% |
$33.2K - $36.3K
|
14.2K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.07K+ 0.94% |
$29.9K - $32.8K
|
115K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
988+ 20.16% |
$27.5K - $30.1K
|
5.89K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
746+ 5.58% |
$20.8K - $22.8K
|
14.1K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
655+ 16.18% |
$18.3K - $20K
|
4.7K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
556New |
$15.5K - $17K
|
556
$16.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
555New |
$15.5K - $16.9K
|
555
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
549+ 3.91% |
$15.3K - $16.7K
|
14.6K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
491+ 64.27% |
$13.7K - $15K
|
1.26K
$37.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
468New |
$13K - $14.3K
|
468
$14K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
465+ 0.08% |
$13K - $14.2K
|
564K
$16.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
421+ 2.48% |
$11.7K - $12.8K
|
17.4K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
400New |
$11.2K - $12.2K
|
400
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
330+ 2.46% |
$9.2K - $10.1K
|
13.7K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
322+ 4.29% |
$8.98K - $9.82K
|
7.84K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
311New |
$8.67K - $9.49K
|
311
$9.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
283+ 0.15% |
$7.89K - $8.63K
|
193K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
248+ 335.14% |
$6.91K - $7.57K
|
322
$9.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
130+ 1.05% |
$3.62K - $3.97K
|
12.5K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
122+ 1.27% |
$3.4K - $3.72K
|
9.74K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 1.23% |
$2.87K - $3.14K
|
8.51K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
75New |
$2.09K - $2.29K
|
75
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
67New |
$1.87K - $2.04K
|
67
$2K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
61+ 1.41% |
$1.7K - $1.86K
|
4.39K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.03% |
$1.53K - $1.68K
|
157K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
44+ 0.25% |
$1.23K - $1.34K
|
17.6K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.5% |
$307 - $336
|
742
$22.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4New |
$112 - $122
|
4
$119
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|