Tobias Financial Advisors, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 195,963 shares of CWI stock, worth $5.72 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

195,963

Previous 196,131 0.09%

Holding current value

$5.72 Million

Previous $5.55 Million 7.44%

% of portfolio

1.23%

Previous 1.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$27.15 - $30.78 $4,561 - $5,171	-168 Reduced 0.09%	195,963 $5.97 Million
Q2 2024 Aug 13, 2024	BUY	$27.18 - $29.31 $6,930 - $7,474	255 Added 0.13%	196,131 $5.55 Million
Q1 2024 May 02, 2024	SELL	$26.02 - $28.41 $3,200 - $3,494	-123 Reduced 0.06%	195,876 $5.56 Million
Q4 2023 Feb 14, 2024	SELL	$23.83 - $27.04 $332,928 - $377,775	-13,971 Reduced 6.65%	195,999 $5.3 Million
Q3 2023 Nov 03, 2023	SELL	$24.77 - $27.04 $16,075 - $17,548	-649 Reduced 0.31%	209,970 $5.23 Million
Q2 2023 Aug 03, 2023	SELL	$25.26 - $26.55 $64,539 - $67,835	-2,555 Reduced 1.2%	210,619 $5.5 Million
Q1 2023 Apr 24, 2023	SELL	$24.17 - $26.36 $235,367 - $256,693	-9,738 Reduced 4.37%	213,174 $5.48 Million
Q4 2022 Feb 13, 2023	SELL	$21.09 - $25.07 $59,431 - $70,647	-2,818 Reduced 1.25%	222,912 $5.36 Million
Q3 2022 Nov 14, 2022	SELL	$21.19 - $25.02 $137,056 - $161,829	-6,468 Reduced 2.79%	225,730 $4.79 Million
Q2 2022 Aug 12, 2022	SELL	$23.43 - $28.02 $47,703 - $57,048	-2,036 Reduced 0.87%	232,198 $5.52 Million
Q1 2022 May 09, 2022	BUY	$25.48 - $29.95 $5.97 Million - $7.02 Million	234,234 New	234,234 $6.45 Million
Q4 2021 Feb 09, 2022	SELL	$28.37 - $30.32 $7.04 Million - $7.53 Million	-248,287 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$28.97 - $30.57 $30,128 - $31,792	-1,040 Reduced 0.42%	248,287 $7.19 Million
Q2 2021 Aug 12, 2021	SELL	$29.34 - $30.85 $33,418 - $35,138	-1,139 Reduced 0.45%	249,327 $7.53 Million
Q4 2020 Feb 12, 2021	SELL	$23.53 - $27.91 $14,094 - $16,718	-599 Reduced 0.24%	250,466 $6.93 Million
Q3 2020 Nov 05, 2020	SELL	$22.74 - $24.92 $231,493 - $253,685	-10,180 Reduced 3.9%	251,065 $6.04 Million
Q2 2020 Nov 05, 2020	BUY	$18.9 - $23.48 $4.94 Million - $6.13 Million	261,245 New	261,245 $5.92 Million

Others Institutions Holding CWI

# of Institutions

229

Shares Held

42.1M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR MSCI ACWI EX

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Tobias Financial Advisors, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History