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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
83,392
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
82,631
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
79,159
shares
|
$2.29 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
73,268
shares
|
$2.12 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
69,439
shares
|
$2.01 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
67,320
shares
|
$1.95 Million
0.78% of portfolio
|
Q4 2024
Added 179.43%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
65,124
shares
|
$1.88 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
64,782
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Added 40.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
63,601
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
62,312
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
59,702
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2024
Added 5.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
55,354
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
49,665
shares
|
$1.44 Million
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
47,051
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,503
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
45,765
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
44,556
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2024
Added 33.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
41,855
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 173.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
40,872
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
39,875
shares
|
$1.15 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
39,730
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,948
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,561
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
37,493
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
36,747
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2022
Reduced 0.01%
|