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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-446- 4.4% |
$9.45K - $11.2K
|
9.69K
$272K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4New |
$84.8 - $100
|
4
$112
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
141New |
$2.99K - $3.53K
|
141
$3.96K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.29KNew |
$69.7K - $82.3K
|
3.29K
$92.4K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5- 0.01% |
$106 - $125
|
36.7K
$1.03M
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.29KClosed |
$30.1K - $36K
|
0
$0
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.69K- 12.54% |
$39.5K - $47.3K
|
11.8K
$331K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-746- 51.45% |
$17.5K - $20.9K
|
704
$19.8K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-93Closed |
$2.18K - $2.61K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.67K+ 4.45% |
$39.1K - $46.7K
|
39.2K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-10.6KClosed |
$249K - $298K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-163Closed |
$3.82K - $4.57K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
348New |
$8.15K - $9.75K
|
348
$9.78K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-114- 1.16% |
$2.67K - $3.19K
|
9.72K
$273K
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.6KClosed |
$388K - $464K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-16.2KClosed |
$380K - $454K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-24.4K- 61.03% |
$572K - $683K
|
15.6K
$438K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.4KNew |
$32.7K - $39.1K
|
1.4K
$39.2K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-725Closed |
$17K - $20.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7.59KClosed |
$178K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-7.74KClosed |
$181K - $217K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-486KClosed |
$11.4M - $13.6M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.57KClosed |
$177K - $212K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-130Closed |
$3.05K - $3.64K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$41.7K - $49.9K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-493- 4.75% |
$11.6K - $13.8K
|
9.88K
$277K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-900Closed |
$21.1K - $25.2K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 1.8% |
$70.3 - $84.1
|
170
$4.78K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
206K+ 153466.42% |
$4.82M - $5.76M
|
206K
$5.78M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.14KNew |
$214K - $256K
|
9.14K
$257K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.87KClosed |
$184K - $221K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.09KClosed |
$48.9K - $58.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
180New |
$4.22K - $5.04K
|
180
$5.06K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
800+ 9.56% |
$18.7K - $22.4K
|
9.17K
$257K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
190KNew |
$4.45M - $5.33M
|
190K
$5.34M
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.38K- 12.35% |
$55.7K - $66.6K
|
16.9K
$474K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
755New |
$17.7K - $21.2K
|
755
$21.2K
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.13K+ 2.78% |
$49.9K - $59.7K
|
78.6K
$2.21M
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-7.61KClosed |
$178K - $213K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.31KClosed |
$77.5K - $92.6K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27K- 46.31% |
$633K - $757K
|
31.3K
$879K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-19.8KClosed |
$504K - $592K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.5KNew |
$369K - $434K
|
14.5K
$407K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-927- 50.0% |
$23.6K - $27.8K
|
927
$26K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-106Closed |
$2.7K - $3.17K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
331New |
$8.43K - $9.91K
|
331
$9.3K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.79KClosed |
$45.5K - $53.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.86KClosed |
$47.4K - $55.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-71.1KClosed |
$1.81M - $2.13M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.05KClosed |
$180K - $211K
|
0
$0
|