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, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.72KNew |
$36.2K - $43K
|
1.72K
$48.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.65KNew |
$34.8K - $41.4K
|
1.65K
$46.2K
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 12.29% |
$34.4K - $40.9K
|
14.9K
$417K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.01K+ 16.38% |
$21.3K - $25.3K
|
7.18K
$201K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
600New |
$12.7K - $15K
|
600
$16.8K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
496New |
$10.5K - $12.4K
|
496
$13.9K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
341+ 11.21% |
$7.19K - $8.55K
|
3.38K
$94.7K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
234New |
$4.94K - $5.87K
|
234
$6.55K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$4.75K - $5.64K
|
225
$6.3K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200New |
$4.22K - $5.01K
|
200
$5.6K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.32% |
$717 - $852
|
10.6K
$296K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$21.1 - $25.1
|
1
$28
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12.4KNew |
$263K - $310K
|
12.4K
$347K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.29KNew |
$69.7K - $82.3K
|
3.29K
$92.1K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 300.0% |
$30.2K - $35.7K
|
1.9K
$53.2K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.03KNew |
$21.9K - $25.8K
|
1.03K
$28.9K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.6K - $12.5K
|
500
$14K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
141New |
$2.99K - $3.53K
|
141
$3.95K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
30+ 1.44% |
$636 - $751
|
2.11K
$59.1K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4New |
$84.8 - $100
|
4
$112
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.76% |
$21.2 - $25
|
133
$3.72K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
206K+ 153466.42% |
$4.82M - $5.76M
|
206K
$5.76M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
190KNew |
$4.45M - $5.33M
|
190K
$5.32M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.14KNew |
$214K - $256K
|
9.14K
$256K
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.13K+ 2.78% |
$49.9K - $59.7K
|
78.6K
$2.2M
|
|
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 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.4KNew |
$32.7K - $39.1K
|
1.4K
$39.1K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
800+ 9.56% |
$18.7K - $22.4K
|
9.17K
$257K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
755New |
$17.7K - $21.2K
|
755
$21.1K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
348New |
$8.15K - $9.75K
|
348
$9.74K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
180New |
$4.22K - $5.04K
|
180
$5.04K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 1.8% |
$70.3 - $84.1
|
170
$4.76K
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
16KNew |
$407K - $479K
|
16K
$448K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.5KNew |
$369K - $434K
|
14.5K
$406K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
667New |
$17K - $20K
|
667
$18.7K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
331New |
$8.43K - $9.91K
|
331
$9.27K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
69.7KNew |
$1.98M - $2.11M
|
69.7K
$1.95M
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
49.7KNew |
$1.41M - $1.51M
|
49.7K
$1.39M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.6KNew |
$301K - $321K
|
10.6K
$297K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
720New |
$20.4K - $21.8K
|
720
$20.2K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
430New |
$12.2K - $13K
|
430
$12K
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
26+ 0.26% |
$738 - $788
|
10.2K
$284K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
13KNew |
$376K - $397K
|
13K
$363K
|
|
Q2 2021 | |||||||
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
754New |
$22.1K - $23.3K
|
754
$21.1K
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.75KNew |
$159K - $188K
|
6.75K
$189K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$257K - $319K
|
13.6K
$381K
|
|
Q1 2020 | |||||||
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$1.45K - $2.2K
|
84
$2.35K
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
63.3KNew |
$1.48M - $1.65M
|
63.3K
$1.77M
|
|
Q3 2019 | |||||||
Nov 01, 2019
Q3 2019
|
Brightworth
|
BUY
|
- |
3.38K+ 50.0% |
$81K - $82.5K
|
10.1K
$284K
|