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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.32KClosed |
$212K - $249K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-265Closed |
$6.75K - $7.94K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.28KClosed |
$32.7K - $38.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
667New |
$17K - $20K
|
667
$18.7K
|
|
|
May 03, 2022
Q1 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-85.2KClosed |
$2.17M - $2.55M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
16KNew |
$407K - $479K
|
16K
$449K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-87Closed |
$2.22K - $2.61K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-45.7KClosed |
$1.16M - $1.37M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.96KClosed |
$177K - $208K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-80Closed |
$2.04K - $2.4K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.58KClosed |
$40.4K - $47.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.6KNew |
$301K - $321K
|
10.6K
$298K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-738Closed |
$20.9K - $22.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
720New |
$20.4K - $21.8K
|
720
$20.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
49.7KNew |
$1.41M - $1.51M
|
49.7K
$1.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.21K- 69.51% |
$62.7K - $67K
|
969
$27.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
69.7KNew |
$1.98M - $2.11M
|
69.7K
$1.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-411Closed |
$11.7K - $12.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-296Closed |
$8.4K - $8.97K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.39KClosed |
$210K - $224K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
26+ 0.26% |
$738 - $788
|
10.2K
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.78KClosed |
$221K - $236K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-18.9KClosed |
$537K - $574K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
430New |
$12.2K - $13K
|
430
$12.1K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-13KClosed |
$376K - $397K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
13KNew |
$376K - $397K
|
13K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-40Closed |
$1.16K - $1.22K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.51K- 65.44% |
$131K - $138K
|
2.38K
$66.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-66.9KClosed |
$1.94M - $2.05M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.62KClosed |
$105K - $111K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.6KClosed |
$429K - $451K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.74KClosed |
$227K - $239K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.73KClosed |
$256K - $269K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-93Closed |
$2.73K - $2.87K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.44KClosed |
$248K - $260K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.22KClosed |
$94.5K - $99.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.55KClosed |
$222K - $233K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-128KClosed |
$3.77M - $3.96M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
754New |
$22.1K - $23.3K
|
754
$21.2K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-705Closed |
$19.6K - $21.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.6KClosed |
$407K - $437K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-183- 62.24% |
$5.1K - $5.47K
|
111
$3.12K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.47KClosed |
$41K - $43.9K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-41Closed |
$1.14K - $1.22K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$257K - $305K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.75KNew |
$159K - $188K
|
6.75K
$190K
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-675Closed |
$15.9K - $18.8K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Patten & Patten Inc
|
SELL
|
- |
-9.96KClosed |
$234K - $278K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-112KClosed |
$2.54M - $2.79M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$341 - $374
|
0
$0
|
|