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 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 2.63% |
$390 - $427
|
519
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-42- 0.11% |
$1.17K - $1.28K
|
37.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57- 3.49% |
$1.59K - $1.74K
|
1.58K
$47K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-132- 0.06% |
$3.68K - $4.03K
|
233K
$6.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-142- 0.49% |
$3.96K - $4.33K
|
28.9K
$863K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-146- 0.81% |
$4.07K - $4.45K
|
17.8K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-270- 0.22% |
$7.53K - $8.24K
|
120K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-297- 0.36% |
$8.28K - $9.06K
|
82.3K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-300- 0.67% |
$8.36K - $9.15K
|
44.3K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-324- 0.93% |
$9.03K - $9.89K
|
34.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-338- 0.92% |
$9.42K - $10.3K
|
36.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-345- 0.18% |
$9.62K - $10.5K
|
196K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-397- 23.27% |
$11.1K - $12.1K
|
1.31K
$39.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-427- 3.39% |
$11.9K - $13K
|
12.2K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-449- 6.33% |
$12.5K - $13.7K
|
6.64K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-510- 0.64% |
$14.2K - $15.6K
|
79.2K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-611- 1.7% |
$17K - $18.6K
|
35.3K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-619- 1.7% |
$17.3K - $18.9K
|
35.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-619- 31.52% |
$17.3K - $18.9K
|
1.35K
$40.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-705- 1.13% |
$19.7K - $21.5K
|
61.6K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-844- 2.12% |
$23.5K - $25.8K
|
39K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.06K- 9.77% |
$29.6K - $32.4K
|
9.8K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 10.45% |
$35.1K - $38.4K
|
10.8K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.32K- 5.64% |
$36.7K - $40.2K
|
22K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.32K- 3.33% |
$36.9K - $40.3K
|
38.4K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.35K- 2.13% |
$37.7K - $41.3K
|
62.2K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.39K- 0.96% |
$38.8K - $42.5K
|
143K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.43K- 0.52% |
$39.7K - $43.5K
|
271K
$8.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 3.06% |
$40.1K - $43.9K
|
45.6K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.01K- 0.39% |
$56K - $61.3K
|
512K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.53K- 7.17% |
$70.5K - $77.2K
|
32.8K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 9.4% |
$81.9K - $89.6K
|
28.3K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.01K- 71.49% |
$83.9K - $91.8K
|
1.2K
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 4.75% |
$110K - $121K
|
79.4K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.1K- 57.14% |
$114K - $125K
|
3.08K
$91.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.29K- 12.89% |
$119K - $131K
|
29K
$864K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.3K- 3.24% |
$120K - $131K
|
128K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.69K- 30.39% |
$131K - $143K
|
10.7K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.01K- 2.91% |
$140K - $153K
|
167K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.28K- 14.05% |
$147K - $161K
|
32.3K
$964K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.1K- 4.44% |
$170K - $186K
|
131K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.26K- 2.13% |
$202K - $222K
|
333K
$9.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-7.38K- 24.19% |
$206K - $225K
|
23.1K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.77K- 36.56% |
$217K - $237K
|
13.5K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.15K- 31.04% |
$227K - $249K
|
18.1K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.73K- 1.24% |
$243K - $266K
|
695K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.03K- 19.74% |
$252K - $276K
|
36.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.95K- 99.75% |
$277K - $304K
|
25
$746
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 59.0% |
$285K - $312K
|
7.11K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.6K- 11.75% |
$324K - $355K
|
87.3K
$2.61M
|