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

Sterling Group Wealth Management, LLC

$191 Million
Q3 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 160,981 shares of CWI stock, worth $5.74 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

160,981

Previous 154,854 3.96%

Holding current value

$5.74 Million

Previous $5.06 Million 11.15%

% of portfolio

2.95%

Previous 2.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$32.11 - $34.92 $196,737 - $213,954	6,127 Added 3.96%	160,981 $5.62 Million
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

281

Shares Held

50.2M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR MSCI ACWI EX

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