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

Sterling Group Wealth Management, LLC

  • $179 Million
  • Q2 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 154,854 shares of CWI stock, worth $5.08 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
154,854
Previous 160,763 3.68%
Holding current value
$5.08 Million
Previous $4.76 Million 6.35%
% of portfolio
2.82%
Previous 2.55%

Shares

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

Jul 14, 2025
SELL
$26.38 - $32.66 $155,879 - $192,987
-5,909 Reduced 3.68%
154,854 $5.06 Million
Q1 2025

Apr 25, 2025
BUY
$27.47 - $30.62 $178,692 - $199,183
6,505 Added 4.22%
160,763 $4.76 Million
Q4 2024

Jan 17, 2025
BUY
$27.88 - $30.51 $92,338 - $101,049
3,312 Added 2.19%
154,258 $4.31 Million
Q3 2024

Oct 07, 2024
BUY
$27.15 - $30.78 $41,729 - $47,308
1,537 Added 1.03%
150,946 $4.59 Million
Q2 2024

Jul 15, 2024
BUY
$27.18 - $29.31 $4.06 Million - $4.38 Million
149,409 New
149,409 $4.23 Million

Others Institutions Holding CWI

# of Institutions
265
Shares Held
46.9M
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
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