Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.69K+ 5133.33% |
$44.1K - $48.1K
|
1.73K
$48.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 0.21% |
$41.6K - $45.5K
|
781K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.41K+ 4.55% |
$36.7K - $40.1K
|
32.4K
$909K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 9.24% |
$34.1K - $37.2K
|
15.5K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 13.2% |
$31.3K - $34.2K
|
10.3K
$290K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.2K+ 0.84% |
$31.3K - $34.1K
|
145K
$4.07M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1.1K+ 146.93% |
$28.7K - $31.3K
|
1.85K
$52K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 5.48% |
$27.4K - $29.9K
|
20.2K
$569K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
745+ 2.21% |
$19.4K - $21.2K
|
34.5K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
700+ 7.31% |
$18.2K - $19.9K
|
10.3K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
520+ 5.06% |
$13.5K - $14.8K
|
10.8K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
403+ 2.66% |
$10.5K - $11.4K
|
15.5K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 0.49% |
$10.4K - $11.4K
|
82.2K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
398+ 4.32% |
$10.4K - $11.3K
|
9.62K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
394+ 1.26% |
$10.3K - $11.2K
|
31.6K
$887K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
60New |
$1.56K - $1.7K
|
60
$1.68K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
60+ 0.33% |
$1.56K - $1.7K
|
18.4K
$516K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
59+ 0.4% |
$1.54K - $1.68K
|
14.7K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 0.54% |
$1.33K - $1.45K
|
9.49K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 0.5% |
$1.09K - $1.19K
|
8.4K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41+ 0.21% |
$1.07K - $1.16K
|
19.4K
$544K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
27+ 44.26% |
$703 - $767
|
88
$2.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 17.78% |
$1.04K - $1.14K
|
185
$5.19K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-66- 2.99% |
$1.72K - $1.88K
|
2.14K
$60.2K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-119- 1.15% |
$3.1K - $3.38K
|
10.2K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-123- 0.06% |
$3.2K - $3.49K
|
196K
$5.5M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-135- 4.05% |
$3.51K - $3.84K
|
3.2K
$89.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-173- 0.49% |
$4.5K - $4.91K
|
35.4K
$995K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-199- 0.32% |
$5.18K - $5.65K
|
61.2K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-253- 9.21% |
$6.58K - $7.19K
|
2.5K
$70.1K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-255- 4.35% |
$6.64K - $7.24K
|
5.61K
$158K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-259- 3.33% |
$6.74K - $7.36K
|
7.51K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-280- 18.38% |
$7.29K - $7.95K
|
1.24K
$34.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-372- 0.78% |
$9.68K - $10.6K
|
47.3K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-378- 1.83% |
$9.84K - $10.7K
|
20.3K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-448- 5.07% |
$11.7K - $12.7K
|
8.4K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-449- 1.14% |
$11.7K - $12.8K
|
38.9K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-527- 3.79% |
$13.7K - $15K
|
13.4K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-551- 2.99% |
$14.3K - $15.7K
|
17.9K
$502K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-572- 4.42% |
$14.9K - $16.3K
|
12.4K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-600- 1.85% |
$15.6K - $17K
|
31.9K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-652- 1.57% |
$17K - $18.5K
|
40.8K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-663- 0.06% |
$17.3K - $18.8K
|
1.2M
$33.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-672- 1.71% |
$17.5K - $19.1K
|
38.6K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-677- 66.63% |
$17.6K - $19.2K
|
339
$9.52K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-683- 4.24% |
$17.8K - $19.4K
|
15.4K
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-724- 6.28% |
$18.8K - $20.6K
|
10.8K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-745- 0.58% |
$19.4K - $21.2K
|
129K
$3.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-925- 1.24% |
$24.1K - $26.3K
|
73.8K
$2.07M
|