Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR MSCI ACWI EX .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.5K+ 2.6% |
$63.8K - $75K
|
98.9K
$2.78M
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.33K+ 5.12% |
$59.3K - $69.7K
|
47.8K
$1.34M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.09KNew |
$53.2K - $62.5K
|
2.09K
$58.6K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1.86K+ 2736.76% |
$47.4K - $55.7K
|
1.93K
$54.2K
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
1.79K+ 3.35% |
$45.6K - $53.6K
|
55.2K
$1.55M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 3.56% |
$39.4K - $46.3K
|
45.1K
$1.27M
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.47KNew |
$37.4K - $44K
|
1.47K
$41.2K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.29KNew |
$32.8K - $38.5K
|
1.29K
$36.1K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.28K+ 0.85% |
$32.6K - $38.3K
|
151K
$4.24M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.2KNew |
$30.6K - $35.9K
|
1.2K
$33.7K
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.04K+ 1.37% |
$26.4K - $31.1K
|
76.5K
$2.15M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
983+ 8.31% |
$25K - $29.4K
|
12.8K
$360K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
953+ 2.56% |
$24.3K - $28.5K
|
38.2K
$1.07M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
900New |
$22.9K - $27K
|
900
$25.3K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
869+ 12.32% |
$22.1K - $26K
|
7.93K
$223K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
800+ 1.39% |
$20.4K - $24K
|
58.3K
$1.64M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
725New |
$18.5K - $21.7K
|
725
$20.4K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
694New |
$17.7K - $20.8K
|
694
$19.5K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
667New |
$17K - $20K
|
667
$18.7K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
616+ 1.67% |
$15.7K - $18.4K
|
37.5K
$1.05M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
541+ 3.57% |
$13.8K - $16.2K
|
15.7K
$440K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
480New |
$12.2K - $14.4K
|
480
$13.5K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
424New |
$10.8K - $12.7K
|
424
$11.9K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
414+ 111.59% |
$10.5K - $12.4K
|
785
$22K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
331New |
$8.43K - $9.91K
|
331
$9.29K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
312New |
$7.95K - $9.34K
|
312
$8.76K
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
250+ 1.32% |
$6.37K - $7.49K
|
19.3K
$541K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
130New |
$3.31K - $3.89K
|
130
$3.65K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112+ 1.11% |
$2.85K - $3.35K
|
10.2K
$285K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
93New |
$2.37K - $2.79K
|
93
$2.61K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
58+ 0.16% |
$1.48K - $1.74K
|
36.9K
$1.04M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
44+ 51.76% |
$1.12K - $1.32K
|
129
$3.62K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
3New |
$76.4 - $89.9
|
3
$84.2
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 0.24% |
$510 - $599
|
8.37K
$235K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.31% |
$612 - $719
|
7.74K
$217K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-38Closed |
$968 - $1.14K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-78- 0.42% |
$1.99K - $2.34K
|
18.3K
$515K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-80Closed |
$2.04K - $2.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-87Closed |
$2.22K - $2.61K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-87Closed |
$2.22K - $2.61K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-91- 1.05% |
$2.32K - $2.73K
|
8.56K
$240K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-91- 0.71% |
$2.32K - $2.73K
|
12.7K
$357K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-106Closed |
$2.7K - $3.17K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-112- 1.62% |
$2.85K - $3.35K
|
6.79K
$191K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-116Closed |
$2.96K - $3.47K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-120- 0.43% |
$3.06K - $3.59K
|
28.1K
$788K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-126- 0.32% |
$3.21K - $3.77K
|
39.4K
$1.11M
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-130- 0.69% |
$3.31K - $3.89K
|
18.6K
$522K
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-140- 0.7% |
$3.57K - $4.19K
|
19.7K
$554K
|