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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
191New |
$4.82K - $5.07K
|
191
$5.47K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
255New |
$6.44K - $6.77K
|
255
$7.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
1.13MNew |
$28.6M - $30.1M
|
1.13M
$32.5M
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
210New |
$5.08K - $5.54K
|
210
$6.01K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $36.8K
|
1.4K
$40K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 80.0% |
$193 - $211
|
18
$515
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 4.97% |
$118K - $128K
|
93.1K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.9K- 85.28% |
$265K - $289K
|
1.89K
$54.1K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50+ 3.35% |
$1.21K - $1.32K
|
1.54K
$44.1K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.69K+ 94900.0% |
$138K - $150K
|
5.7K
$163K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$486K - $530K
|
20.1K
$575K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
316New |
$7.64K - $8.33K
|
316
$9.04K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$25.1K - $27.4K
|
1.04K
$29.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-116- 3.23% |
$2.8K - $3.06K
|
3.48K
$99.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-58.5K- 83.8% |
$1.41M - $1.54M
|
11.3K
$324K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-5.75K- 26.15% |
$139K - $152K
|
16.2K
$465K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7.86KNew |
$190K - $207K
|
7.86K
$225K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
65+ 0.04% |
$1.57K - $1.71K
|
146K
$4.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.47KNew |
$132K - $144K
|
5.47K
$157K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
89.6KNew |
$2.17M - $2.36M
|
89.6K
$2.56M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$21.1 - $25.1
|
1
$28.6
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
17KNew |
$359K - $427K
|
17K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.32% |
$717 - $852
|
10.6K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.29K+ 34.15% |
$90.5K - $108K
|
16.9K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.1K+ 37.6% |
$108K - $128K
|
18.7K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.01K+ 16.38% |
$21.3K - $25.3K
|
7.18K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.6KNew |
$1.24M - $1.47M
|
58.6K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
29.5K+ 792.67% |
$622K - $740K
|
33.2K
$951K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
496New |
$10.5K - $12.4K
|
496
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
341+ 11.21% |
$7.19K - $8.55K
|
3.38K
$96.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 12.29% |
$34.4K - $40.9K
|
14.9K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
39.8K+ 108.34% |
$839K - $998K
|
76.5K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.72KNew |
$36.2K - $43K
|
1.72K
$49.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-830K- 84.11% |
$17.5M - $20.8M
|
157K
$4.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$4.75K - $5.64K
|
225
$6.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200New |
$4.22K - $5.01K
|
200
$5.72K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.29K- 82.92% |
$90.4K - $107K
|
883
$25.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-3.81K- 23.85% |
$80.4K - $95.6K
|
12.2K
$348K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.58KNew |
$181K - $215K
|
8.58K
$246K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.42K- 28.56% |
$72.1K - $85.7K
|
8.55K
$245K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
234New |
$4.94K - $5.87K
|
234
$6.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8.71K- 4.28% |
$184K - $218K
|
195K
$5.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.65KNew |
$34.8K - $41.4K
|
1.65K
$47.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
600New |
$12.7K - $15K
|
600
$17.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.6K - $12.5K
|
500
$14.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.03KNew |
$21.9K - $25.8K
|
1.03K
$29.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.76% |
$21.2 - $25
|
133
$3.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.59K- 29.61% |
$54.8K - $64.7K
|
6.15K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.4K- 67.08% |
$433K - $511K
|
10K
$287K
|
|