Institutional shares held 49.5 Million
12.2K calls
0 puts
Total value of holdings $1.75B
$430K calls
$0 puts
# of Institutions 275


Latest Institutional Activity in CWI

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 2.8M ($98.7M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 374K ($13.2M)
Q3 2025
3 Edge Asset Management, LP Shares Held: 752K ($26.5M)
Q3 2025
Hengehold Capital Management LLC Shares Held: 1.16M ($40.9M)
Q3 2025
Chesley Taft & Associates LLC Shares Held: 34.7K ($1.23M)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 507K ($17.9M)
Q3 2025
Arcadia Investment Advisors LLC Shares Held: 329K ($11.6M)
Q3 2025
Avantax Planning Partners, Inc. Shares Held: 2.37M ($83.6M)
Q3 2025
Globalt Investments LLC / Ga Shares Held: 1.42M ($50M)
Q3 2025
Forvis Wealth Advisors, LLC Shares Held: 685K ($24.2M)

About CWI

Track Institutional and Insider Activities on CWI

Follow SPDR SER TR SPDR MSCI ACWI EX and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CWI shares.

Notify only if

Insider Trading

Get notified when an Spdr Ser Tr Spdr Msci Acwi Ex insider buys or sells CWI shares.

Notify only if

News

Receive news related to SPDR SER TR SPDR MSCI ACWI EX

Track Activities on CWI