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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-724- 6.28% |
$18.8K - $20.6K
|
10.8K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
21.9KNew |
$570K - $622K
|
21.9K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.05KNew |
$183K - $200K
|
7.05K
$202K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-272KClosed |
$6.48M - $7.35M
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.33K- 71.6% |
$55.6K - $63.1K
|
925
$26.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.8K+ 14.28% |
$758K - $861K
|
255K
$7.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.88K+ 2678.57% |
$44.7K - $50.7K
|
1.95K
$55.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.71KNew |
$184K - $209K
|
7.71K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
20.6KNew |
$490K - $556K
|
20.6K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
274KNew |
$6.53M - $7.41M
|
274K
$7.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.56KNew |
$180K - $205K
|
7.56K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.6KNew |
$61.9K - $70.3K
|
2.6K
$74.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.2KNew |
$76.3K - $86.5K
|
3.2K
$91.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
146+ 1.31% |
$3.48K - $3.95K
|
11.3K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$12.5K - $14.1K
|
523
$15K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23.8K - $27K
|
1K
$28.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23New |
$548 - $622
|
23
$658
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
8.25KNew |
$197K - $223K
|
8.25K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
310New |
$7.39K - $8.38K
|
310
$8.87K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$238 - $270
|
10
$286
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-282- 0.82% |
$6.72K - $7.63K
|
33.9K
$972K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-39- 0.04% |
$929 - $1.05K
|
101K
$2.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.44K- 22.66% |
$34.2K - $38.8K
|
4.9K
$140K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.9K- 20.0% |
$45.3K - $51.4K
|
7.6K
$218K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$68.2K - $77.4K
|
2.86K
$82K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.21KNew |
$104K - $114K
|
4.21K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-250- 0.15% |
$6.19K - $6.76K
|
166K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.3KNew |
$974K - $1.06M
|
39.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$308K - $336K
|
12.4K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
719+ 0.23% |
$17.8K - $19.4K
|
316K
$9.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.8KNew |
$168K - $184K
|
6.8K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.48K- 99.49% |
$86.2K - $94.2K
|
18
$515
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
39.2K+ 26.26% |
$972K - $1.06M
|
189K
$5.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
48+ 0.57% |
$1.19K - $1.3K
|
8.46K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
53New |
$1.31K - $1.43K
|
53
$1.52K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
922New |
$22.8K - $24.9K
|
922
$26.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
143+ 621.74% |
$3.54K - $3.87K
|
166
$4.75K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.7K- 99.62% |
$290K - $317K
|
45
$1.29K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.5KNew |
$385K - $420K
|
15.5K
$444K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$1.61K - $1.76K
|
65
$1.86K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.2K- 52.39% |
$228K - $249K
|
8.36K
$239K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-57Closed |
$1.41K - $1.54K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 70.59% |
$1.78K - $1.95K
|
174
$4.98K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.99KNew |
$74K - $80.8K
|
2.99K
$85.5K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-235KClosed |
$5.93M - $6.23M
|
0
$0
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$5.3K - $5.58K
|
210
$6.01K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
91+ 1.05% |
$2.3K - $2.42K
|
8.78K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.38KNew |
$237K - $249K
|
9.38K
$268K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.01K- 26.64% |
$127K - $133K
|
13.8K
$395K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17- 0.09% |
$429 - $451
|
19.7K
$563K
|
|