Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
463KNew |
$12.7M - $14.2M
|
463K
$14.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
424KNew |
$11.6M - $13M
|
424K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
374K+ 220.17% |
$10.3M - $11.5M
|
544K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
152K+ 7.91% |
$4.18M - $4.66M
|
2.07M
$63M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
125KNew |
$3.45M - $3.84M
|
125K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
72.6K+ 18.5% |
$1.99M - $2.22M
|
465K
$14.1M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
43.6K+ 43.08% |
$1.2M - $1.33M
|
145K
$4.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24K+ 31.64% |
$660K - $736K
|
100K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 4.01% |
$650K - $725K
|
614K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$623K - $695K
|
22.7K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14.3K+ 11.97% |
$392K - $437K
|
133K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12KNew |
$329K - $367K
|
12K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
11.9KNew |
$326K - $363K
|
11.9K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$296K - $330K
|
10.8K
$328K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.7K+ 2858.02% |
$294K - $327K
|
11.1K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7K+ 16.44% |
$293K - $326K
|
75.4K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.6K+ 7.41% |
$293K - $326K
|
154K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.95KNew |
$246K - $274K
|
8.95K
$272K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
7.67KNew |
$211K - $235K
|
7.67K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
7.3K+ 6.34% |
$200K - $223K
|
122K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
7.1KNew |
$195K - $217K
|
7.1K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.03KNew |
$193K - $215K
|
7.03K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.98KNew |
$192K - $214K
|
6.98K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.8K+ 357.63% |
$187K - $208K
|
8.7K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.79KNew |
$186K - $208K
|
6.79K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.57K+ 0.89% |
$181K - $201K
|
747K
$22.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.51K+ 4.22% |
$179K - $199K
|
161K
$4.89M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.29K+ 6397.01% |
$118K - $131K
|
4.35K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.13K+ 2.14% |
$114K - $127K
|
197K
$5.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.96K+ 1.46% |
$109K - $121K
|
276K
$8.39M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.86K+ 1.01% |
$106K - $118K
|
386K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.17K+ 22.27% |
$87K - $96.9K
|
17.4K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.07K+ 3.32% |
$84.3K - $93.9K
|
95.5K
$2.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.85K+ 2.87% |
$78.4K - $87.4K
|
102K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 13765.0% |
$75.6K - $84.3K
|
2.77K
$84.3K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.47K+ 17.75% |
$68K - $75.8K
|
16.4K
$499K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.97KNew |
$54.1K - $60.3K
|
1.97K
$59.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 89.26% |
$51.1K - $57K
|
3.95K
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.51K+ 0.82% |
$41.4K - $46.1K
|
186K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.24K+ 0.87% |
$34.1K - $38K
|
144K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.1K+ 1.55% |
$30.2K - $33.7K
|
72K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$14.4K - $16K
|
523
$15.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
523+ 2.98% |
$14.4K - $16K
|
18.1K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 2.43% |
$7.17K - $7.99K
|
11K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
256+ 75.52% |
$7.03K - $7.84K
|
595
$18.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
236+ 1.52% |
$6.48K - $7.23K
|
15.8K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
197+ 15.32% |
$5.41K - $6.03K
|
1.48K
$45.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
179+ 32.25% |
$4.92K - $5.48K
|
734
$22.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
154New |
$4.23K - $4.72K
|
154
$4.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
113+ 9.0% |
$3.1K - $3.46K
|
1.37K
$41.6K
|