Institutional Ownership Spdr Ser Tr Spdr Msci Acwi Ex (CWI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Msci Acwi Ex (CWI). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
184,650
shares
|
$5.34 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
181,474
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2024
Added 7.39%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
172,281
shares
|
$4.98 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
170,037
shares
|
$4.92 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
165,540
shares
|
$4.79 Million
0.06% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
157,367
shares
|
$4.55 Million
0.08% of portfolio
|
Q2 2024
Added 89313.07%
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
154,258
shares
|
$4.46 Million
2.24% of portfolio
|
Q4 2024
Added 2.19%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
145,899
shares
|
$4.22 Million
0.87% of portfolio
|
Q1 2023
Added 0.04%
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
144,472
shares
|
$4.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
143,782
shares
|
$4.16 Million
3.66% of portfolio
|
Q4 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
142,568
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 36.45%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
137,460
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
134,696
shares
|
$3.9 Million
0.85% of portfolio
|
Q2 2024
Added 8.63%
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
132,789
shares
|
$3.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
128,725
shares
|
$3.72 Million
1.7% of portfolio
|
Q3 2024
Added 0.45%
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
127,501
shares
|
$3.69 Million
0.62% of portfolio
|
Q4 2024
Added 4.54%
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
120,032
shares
|
$3.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
114,023
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
110,299
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2024
Added 38.25%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
101,079
shares
|
$2.92 Million
1.06% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
101,016
shares
|
$2.92 Million
0.98% of portfolio
|
Q3 2024
Added 3.52%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
98,972
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Added 201.73%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
93,052
shares
|
$2.69 Million
0.35% of portfolio
|
Q1 2023
Reduced 4.97%
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
92,464
shares
|
$2.67 Million
1.75% of portfolio
|
Q4 2024
Added 9.57%
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
89,586
shares
|
$2.59 Million
0.23% of portfolio
|
Q1 2023
New holding
|