Gsb Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Gsb Wealth Management, LLC

  • $384 Million
  • Q2 2025

A detailed history of Gsb Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 13,301 shares of CWI stock, worth $441,194. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,301
Previous 18,086 26.46%
Holding current value
$441,194
Previous $538,000 19.33%
% of portfolio
0.11%
Previous 0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$26.38 - $32.66 $126,228 - $156,278
-4,785 Reduced 26.46%
13,301 $434,000
Q1 2025

Apr 18, 2025
BUY
$27.47 - $30.62 $14,366 - $16,014
523 Added 2.98%
18,086 $538,000
Q4 2024

Jan 21, 2025
BUY
$27.88 - $30.51 $1,226 - $1,342
44 Added 0.25%
17,563 $490,000
Q3 2024

Oct 25, 2024
BUY
$27.15 - $30.78 $42,408 - $48,078
1,562 Added 9.79%
17,519 $533,000
Q2 2024

Jul 18, 2024
BUY
$27.18 - $29.31 $12,557 - $13,541
462 Added 2.98%
15,957 $451,000
Q1 2024

May 02, 2024
BUY
$26.02 - $28.41 $34,112 - $37,245
1,311 Added 9.24%
15,495 $440,000
Q4 2023

Feb 13, 2024
SELL
$23.83 - $27.04 $23,067 - $26,174
-968 Reduced 6.39%
14,184 $383,000
Q3 2023

Nov 13, 2023
BUY
$24.77 - $27.04 $644 - $703
26 Added 0.17%
15,152 $377,000
Q2 2023

Aug 08, 2023
SELL
$25.26 - $26.55 $195,487 - $205,470
-7,739 Reduced 33.85%
15,126 $395,000
Q1 2023

May 18, 2023
BUY
$24.17 - $26.36 $181,057 - $197,462
7,491 Added 48.73%
22,865 $588,000
Q1 2023

May 15, 2023
SELL
$24.17 - $26.36 $2,368 - $2,583
-98 Reduced 0.63%
15,374 $395,000
Q4 2022

Feb 16, 2023
SELL
$21.09 - $25.07 $282,880 - $336,263
-13,413 Reduced 46.44%
15,472 $372,000
Q3 2022

Oct 18, 2022
BUY
$21.19 - $25.02 $56,153 - $66,303
2,650 Added 10.1%
28,885 $613,000
Q2 2022

Jul 20, 2022
BUY
$23.43 - $28.02 $328 - $392
14 Added 0.05%
26,235 $624,000
Q1 2022

May 02, 2022
SELL
$25.48 - $29.95 $10,192 - $11,980
-400 Reduced 1.5%
26,221 $722,000
Q4 2021

Feb 11, 2022
BUY
$28.37 - $30.32 $27,745 - $29,652
978 Added 3.81%
26,621 $780,000
Q3 2021

Oct 22, 2021
BUY
$28.97 - $30.57 $83,955 - $88,591
2,898 Added 12.74%
25,643 $743,000
Q2 2021

Jul 29, 2021
BUY
$29.34 - $30.85 $180,147 - $189,419
6,140 Added 36.98%
22,745 $687,000
Q1 2021

Aug 11, 2021
BUY
$27.86 - $29.87 $462,615 - $495,991
16,605 New
16,605 $480,000

Others Institutions Holding CWI

# of Institutions
264
Shares Held
46.5M
Call Options Held
34.4K
Put Options Held
11.2K
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
Track This Portfolio

Track Gsb Wealth Management, LLC Portfolio

Follow Gsb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gsb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email