Latest Institutional Transactions on Spdr Ser Tr Spdr Msci Acwi Ex (CWI)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Msci Acwi Ex (CWI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12.2KClosed |
$231K - $286K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-24.6KClosed |
$464K - $577K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-28.9K- 52.9% |
$547K - $680K
|
25.8K
$783K
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.57KClosed |
$29.7K - $37K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-24KClosed |
$414K - $629K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-120- 26.61% |
$2.07K - $3.14K
|
331
$10.1K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-467- 6.77% |
$8.07K - $12.2K
|
6.43K
$195K
|
|
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-35.7KClosed |
$616K - $934K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-10.5KClosed |
$181K - $275K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-18.6KClosed |
$322K - $488K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-798Closed |
$13.8K - $20.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33.6KClosed |
$580K - $880K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.37KClosed |
$23.6K - $35.8K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$1.45K - $2.2K
|
84
$2.55K
|
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-15KClosed |
$259K - $392K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-982Closed |
$17K - $25.7K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-233Closed |
$4.02K - $6.1K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-877Closed |
$15.1K - $23K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-83.5KClosed |
$1.44M - $2.19M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-138KClosed |
$2.39M - $3.63M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$18.4K - $28K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Strid Group, LLC
|
SELL
|
- |
-2.1MClosed |
$36.2M - $54.9M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.7KClosed |
$254K - $385K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-28.3KClosed |
$489K - $741K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-11.1KClosed |
$259K - $289K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
63.3KNew |
$1.48M - $1.65M
|
63.3K
$1.92M
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-712Closed |
$16.6K - $18.5K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-472Closed |
$11K - $12.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.82KClosed |
$163K - $167K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-125Closed |
$3K - $3.05K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-200Closed |
$4.79K - $4.89K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13.5KClosed |
$325K - $331K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-220Closed |
$5.27K - $5.37K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Brightworth
|
BUY
|
- |
3.38K+ 50.0% |
$81K - $82.5K
|
10.1K
$308K
|
|
|
Oct 31, 2019
Q3 2019
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
600+ 50.0% |
$14.4K - $14.7K
|
1.8K
$54.7K
|
|
|
Oct 23, 2019
Q3 2019
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3.13K+ 50.0% |
$74.9K - $76.3K
|
9.38K
$285K
|
|
|
Oct 09, 2019
Q3 2019
|
Allworth Financial LP
|
SELL
|
- |
-42Closed |
$1.01K - $1.03K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.06KClosed |
$25.5K - $25.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jan 10, 2020
Q2 2019
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.72KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-997Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-6.8KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Founders Financial Securities LLC
|
SELL
|
- |
-124KClosed |
N/A
|
0
$0
|
|