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 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.22K- 0.44% |
$31.6K - $34.5K
|
275K
$7.71M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.23K- 0.64% |
$31.9K - $34.9K
|
190K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.27K- 1.9% |
$33K - $36K
|
65.4K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.31K- 3.64% |
$34.1K - $37.3K
|
34.7K
$975K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.36K- 7.11% |
$35.3K - $38.5K
|
17.7K
$497K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 13.56% |
$36.7K - $40.1K
|
9K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.5K- 10.31% |
$39K - $42.6K
|
13K
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 18.68% |
$42.4K - $46.3K
|
7.09K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.72K- 4.04% |
$44.8K - $49K
|
41K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 98.95% |
$49.1K - $53.6K
|
20
$562
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.96K- 1.37% |
$50.9K - $55.6K
|
141K
$3.96M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.78K- 1.04% |
$72.4K - $79.1K
|
265K
$7.44M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.99K- 4.28% |
$77.9K - $85K
|
66.9K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.15K- 11.91% |
$81.8K - $89.3K
|
23.3K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.27K- 1.24% |
$85.2K - $93K
|
261K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.29K- 3.57% |
$85.5K - $93.3K
|
88.7K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.42K- 1.09% |
$88.9K - $97.1K
|
309K
$8.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-3.62K- 16.16% |
$94.1K - $103K
|
18.8K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3.7K- 5.05% |
$96.3K - $105K
|
69.5K
$1.95M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.05K- 6.78% |
$105K - $115K
|
55.7K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.37K- 1.23% |
$114K - $124K
|
350K
$9.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.56K- 12.72% |
$119K - $130K
|
31.3K
$879K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.69K- 28.42% |
$122K - $133K
|
11.8K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5K- 13.92% |
$130K - $142K
|
30.9K
$868K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.28K- 2.35% |
$137K - $150K
|
219K
$6.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.56K- 35.97% |
$145K - $158K
|
9.89K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.63K- 13.85% |
$146K - $160K
|
35K
$983K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.05K- 2.13% |
$158K - $172K
|
278K
$7.82M
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.05K- 2.13% |
$158K - $172K
|
278K
$7.82M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-7.15K- 33.71% |
$186K - $203K
|
14.1K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.64K- 5.11% |
$199K - $217K
|
142K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.85K- 12.55% |
$204K - $223K
|
54.7K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.08K- 5.67% |
$210K - $230K
|
134K
$3.78M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.11K- 1.66% |
$237K - $259K
|
539K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.82K- 4.87% |
$256K - $279K
|
192K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 11.04% |
$320K - $349K
|
99.1K
$2.78M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.3K- 3.21% |
$345K - $377K
|
399K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 2.07% |
$356K - $389K
|
648K
$18.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-14.6K- 29.55% |
$380K - $415K
|
34.9K
$979K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-14.9K- 39.51% |
$387K - $423K
|
22.8K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.8K- 5.36% |
$515K - $563K
|
349K
$9.81M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.7K- 15.84% |
$670K - $731K
|
137K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.8K- 31.56% |
$749K - $817K
|
62.4K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.4K- 5.22% |
$999K - $1.09M
|
697K
$19.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.4K- 4.05% |
$1M - $1.09M
|
911K
$25.6M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-38.7K- 2.32% |
$1.01M - $1.1M
|
1.63M
$45.8M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-91.6K- 38.04% |
$2.38M - $2.6M
|
149K
$4.19M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 16.66% |
$2.65M - $2.89M
|
509K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-128K- 55.38% |
$3.32M - $3.62M
|
103K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-202K- 85.45% |
$5.26M - $5.75M
|
34.5K
$968K
|