Strategic Financial Concepts, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 12,331 shares of CWI stock, worth $439,846. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,331
Previous 11,677 5.6%
Holding current value
$439,846
Previous $381 Million 12.91%
% of portfolio
0.06%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$32.11 - $34.92 $20,999 - $22,837
654 Added 5.6%
12,331 $431 Million
Q2 2025

Aug 05, 2025
BUY
$26.38 - $32.66 $88,636 - $109,737
3,360 Added 40.4%
11,677 $381 Million
Q1 2025

Apr 28, 2025
SELL
$27.47 - $30.62 $25,492 - $28,415
-928 Reduced 10.04%
8,317 $246 Million
Q4 2024

Jan 30, 2025
SELL
$27.88 - $30.51 $6.94 Million - $7.6 Million
-249,068 Reduced 96.42%
9,245 $258 Million
Q4 2024

Jan 27, 2025
BUY
$27.88 - $30.51 $6.95 Million - $7.61 Million
249,296 Added 2764.73%
258,313 $258 Million
Q3 2024

Nov 12, 2024
SELL
$27.15 - $30.78 $6.52 Million - $7.39 Million
-240,051 Reduced 96.38%
9,017 $274 Million
Q2 2024

Aug 06, 2024
BUY
$27.18 - $29.31 $6.56 Million - $7.07 Million
241,336 Added 3121.26%
249,068 $8.76 Million
Q1 2024

Apr 22, 2024
BUY
$26.02 - $28.41 $201,186 - $219,666
7,732 New
7,732 $220 Million

Others Institutions Holding CWI

# of Institutions
281
Shares Held
50.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
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