Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.53K+ 8.14% |
$61.2K - $66.7K
|
33.6K
$944K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.43KNew |
$58.6K - $63.9K
|
2.43K
$68.1K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 43.11% |
$48.6K - $53K
|
6.68K
$188K
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.79K+ 1.37% |
$43.1K - $47.1K
|
133K
$3.72M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.43K+ 3.29% |
$34.4K - $37.6K
|
44.7K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $36.8K
|
1.4K
$39.2K
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.23K+ 11.83% |
$29.8K - $32.5K
|
11.6K
$327K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$25.1K - $27.4K
|
1.04K
$29.2K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 45.45% |
$24.2K - $26.4K
|
3.2K
$89.9K
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
810+ 4.94% |
$19.6K - $21.4K
|
17.2K
$483K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
744+ 0.5% |
$18K - $19.6K
|
150K
$4.22M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
584+ 1.62% |
$14.1K - $15.4K
|
36.7K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
581+ 5.86% |
$14K - $15.3K
|
10.5K
$295K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
515+ 14.52% |
$12.4K - $13.6K
|
4.06K
$114K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
480+ 1.74% |
$11.6K - $12.7K
|
28.1K
$789K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
443+ 0.26% |
$10.7K - $11.7K
|
169K
$4.74M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
336New |
$8.12K - $8.86K
|
336
$9.43K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
316New |
$7.64K - $8.33K
|
316
$8.87K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
295New |
$7.13K - $7.78K
|
295
$8.28K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
252+ 0.72% |
$6.09K - $6.64K
|
35.1K
$987K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
220+ 5.77% |
$5.32K - $5.8K
|
4.03K
$113K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
210New |
$5.08K - $5.54K
|
210
$5.9K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
180+ 1.39% |
$4.35K - $4.74K
|
13.1K
$369K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
178+ 1369.23% |
$4.3K - $4.69K
|
191
$5.36K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$3.17K - $3.45K
|
131
$3.68K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
116New |
$2.8K - $3.06K
|
116
$3.26K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
65+ 0.04% |
$1.57K - $1.71K
|
146K
$4.1M
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50+ 3.35% |
$1.21K - $1.32K
|
1.54K
$43.3K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19New |
$459 - $501
|
19
$534
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
10+ 0.01% |
$242 - $264
|
81.6K
$2.29M
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 80.0% |
$193 - $211
|
18
$505
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13- 0.07% |
$314 - $343
|
17.5K
$493K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15- 0.43% |
$363 - $395
|
3.5K
$98.3K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-15- 0.24% |
$363 - $395
|
6.18K
$173K
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-79- 0.9% |
$1.91K - $2.08K
|
8.68K
$244K
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-98- 0.63% |
$2.37K - $2.58K
|
15.4K
$432K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-116- 3.23% |
$2.8K - $3.06K
|
3.48K
$97.7K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-120- 0.61% |
$2.9K - $3.16K
|
19.7K
$553K
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-121- 8.93% |
$2.92K - $3.19K
|
1.23K
$34.7K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137- 0.68% |
$3.31K - $3.61K
|
20K
$562K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-186- 0.06% |
$4.5K - $4.9K
|
315K
$8.85M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-234- 2.58% |
$5.66K - $6.17K
|
8.85K
$248K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-284- 0.79% |
$6.86K - $7.49K
|
35.9K
$1.01M
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-297- 1.15% |
$7.18K - $7.83K
|
25.5K
$715K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-311- 3.45% |
$7.52K - $8.2K
|
8.71K
$245K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-362- 1.73% |
$8.75K - $9.54K
|
20.6K
$578K
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-370- 3.43% |
$8.94K - $9.75K
|
10.4K
$292K
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-437- 0.69% |
$10.6K - $11.5K
|
63.2K
$1.78M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-723- 27.5% |
$17.5K - $19.1K
|
1.91K
$53.5K
|