Latest Institutional Purchases of Spdr Ser Tr Spdr Msci Acwi Ex (CWI)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Msci Acwi Ex (CWI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.56KNew |
$180K - $205K
|
7.56K
$212K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.2KNew |
$76.3K - $86.5K
|
3.2K
$89.6K
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$68.2K - $77.4K
|
2.86K
$80.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.6KNew |
$61.9K - $70.3K
|
2.6K
$72.8K
|
|
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
$54.5K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23.8K - $27K
|
1K
$28K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$12.5K - $14.1K
|
523
$14.6K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
310New |
$7.39K - $8.38K
|
310
$8.68K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
146+ 1.31% |
$3.48K - $3.95K
|
11.3K
$317K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23New |
$548 - $622
|
23
$644
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$238 - $270
|
10
$280
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.3KNew |
$974K - $1.06M
|
39.3K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
39.2K+ 26.26% |
$972K - $1.06M
|
189K
$5.28M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.5KNew |
$385K - $420K
|
15.5K
$435K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$308K - $336K
|
12.4K
$348K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.8KNew |
$168K - $184K
|
6.8K
$190K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.21KNew |
$104K - $114K
|
4.21K
$118K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.99KNew |
$74K - $80.8K
|
2.99K
$83.7K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
922New |
$22.8K - $24.9K
|
922
$25.8K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
719+ 0.23% |
$17.8K - $19.4K
|
316K
$8.84M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
143+ 621.74% |
$3.54K - $3.87K
|
166
$4.65K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 70.59% |
$1.78K - $1.95K
|
174
$4.87K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$1.61K - $1.76K
|
65
$1.82K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
53New |
$1.31K - $1.43K
|
53
$1.48K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
48+ 0.57% |
$1.19K - $1.3K
|
8.46K
$237K
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
1.13MNew |
$28.6M - $30.1M
|
1.13M
$31.7M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.38KNew |
$237K - $249K
|
9.38K
$263K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
255New |
$6.44K - $6.77K
|
255
$7.14K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$5.3K - $5.58K
|
210
$5.88K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
191New |
$4.82K - $5.07K
|
191
$5.35K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
91+ 1.05% |
$2.3K - $2.42K
|
8.78K
$246K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
89.6KNew |
$2.17M - $2.36M
|
89.6K
$2.51M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$486K - $530K
|
20.1K
$563K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7.86KNew |
$190K - $207K
|
7.86K
$220K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.69K+ 94900.0% |
$138K - $150K
|
5.7K
$160K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.47KNew |
$132K - $144K
|
5.47K
$153K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $36.8K
|
1.4K
$39.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$25.1K - $27.4K
|
1.04K
$29.1K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
316New |
$7.64K - $8.33K
|
316
$8.85K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
210New |
$5.08K - $5.54K
|
210
$5.88K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
65+ 0.04% |
$1.57K - $1.71K
|
146K
$4.09M
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50+ 3.35% |
$1.21K - $1.32K
|
1.54K
$43.2K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 80.0% |
$193 - $211
|
18
$504
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.6KNew |
$1.24M - $1.47M
|
58.6K
$1.64M
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
39.8K+ 108.34% |
$839K - $998K
|
76.5K
$2.14M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
29.5K+ 792.67% |
$622K - $740K
|
33.2K
$931K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
17KNew |
$359K - $427K
|
17K
$477K
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.58KNew |
$181K - $215K
|
8.58K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.1K+ 37.6% |
$108K - $128K
|
18.7K
$523K
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.29K+ 34.15% |
$90.5K - $108K
|
16.9K
$472K
|