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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.75KNew |
$159K - $188K
|
6.75K
$193K
|
|
|
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
|
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-778KClosed |
$17.7M - $19.4M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-778KClosed |
$17.7M - $19.4M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-287Closed |
$6.53K - $7.15K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-698Closed |
$13.2K - $16.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.38KClosed |
$63.9K - $79.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$257K - $319K
|
13.6K
$389K
|
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.22KClosed |
$118K - $146K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.5KClosed |
$237K - $294K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-27.9KClosed |
$528K - $656K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-345Closed |
$6.52K - $8.1K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12.2KClosed |
$231K - $286K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.85MClosed |
$35M - $43.5M
|
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
$738K
|
|
|
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
$9.47K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-467- 6.77% |
$8.07K - $12.2K
|
6.43K
$184K
|
|
|
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
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-798Closed |
$13.8K - $20.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-18.6KClosed |
$322K - $488K
|
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
$2.4K
|
|
|
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
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$18.4K - $28K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-138KClosed |
$2.39M - $3.63M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.7KClosed |
$254K - $385K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Strid Group, LLC
|
SELL
|
- |
-2.1MClosed |
$36.2M - $54.9M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-28.3KClosed |
$489K - $741K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-19KClosed |
$328K - $497K
|
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
$1.81M
|
|
|
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
|
|