Wetherby Asset Management Inc Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,979 shares of CWI stock, worth $281,818. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,979
Previous 7,354 8.5%
Holding current value
$281,818
Previous $205,000 26.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$26.38 - $32.66 $16,487 - $20,412
625 Added 8.5%
7,979 $260,000
Q3 2024

Nov 14, 2024
SELL
$27.15 - $30.78 $95,025 - $107,730
-3,500 Reduced 32.25%
7,354 $223,000
Q2 2024

Aug 14, 2024
BUY
$27.18 - $29.31 $1,359 - $1,465
50 Added 0.46%
10,854 $307,000
Q1 2024

May 15, 2024
BUY
$26.02 - $28.41 $13,530 - $14,773
520 Added 5.06%
10,804 $306,000
Q4 2023

Feb 14, 2024
BUY
$23.83 - $27.04 $245,067 - $278,079
10,284 New
10,284 $278,000

Others Institutions Holding CWI

# of Institutions
269
Shares Held
46.5M
Call Options Held
12.2K
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
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