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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
61+ 3.61% |
$1.68K - $1.87K
|
1.75K
$53.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 30.68% |
$742 - $827
|
61
$1.85K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39- 0.1% |
$1.07K - $1.19K
|
38.4K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-63- 14.89% |
$1.73K - $1.93K
|
360
$10.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-70- 0.99% |
$1.92K - $2.14K
|
6.98K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-75- 18.34% |
$2.06K - $2.3K
|
334
$10.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-191- 0.44% |
$5.25K - $5.85K
|
42.9K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-343- 2.5% |
$9.42K - $10.5K
|
13.4K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-391- 2.2% |
$10.7K - $12K
|
17.4K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-421- 2.42% |
$11.6K - $12.9K
|
17K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893- 1.02% |
$24.5K - $27.3K
|
86.4K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-928- 10.04% |
$25.5K - $28.4K
|
8.32K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.12K- 3.23% |
$30.7K - $34.2K
|
33.5K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.58K- 10.84% |
$43.5K - $48.4K
|
13K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.63K- 13.39% |
$44.8K - $49.9K
|
10.5K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 21.47% |
$59.5K - $66.3K
|
7.92K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.56K- 14.13% |
$70.2K - $78.3K
|
15.5K
$472K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-3.02K- 2.37% |
$83K - $92.5K
|
124K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.37K- 4.86% |
$92.6K - $103K
|
66K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.17K- 3.48% |
$115K - $128K
|
116K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.18K- 9.16% |
$115K - $128K
|
41.4K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.35K- 32.3% |
$120K - $133K
|
9.12K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5.17K- 15.77% |
$142K - $158K
|
27.6K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.24K- 23.77% |
$144K - $160K
|
16.8K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.86K- 2.16% |
$161K - $179K
|
265K
$8.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.21K- 6.35% |
$171K - $190K
|
91.5K
$2.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.24K- 24.41% |
$171K - $191K
|
19.3K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.33K- 0.91% |
$174K - $194K
|
689K
$20.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.96K- 0.61% |
$191K - $213K
|
1.14M
$34.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-8.6K- 29.74% |
$236K - $263K
|
20.3K
$618K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.7K- 96.62% |
$294K - $327K
|
374
$11.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 3.01% |
$449K - $500K
|
527K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.5K- 5.25% |
$480K - $535K
|
316K
$9.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.9K- 2.13% |
$712K - $794K
|
1.19M
$36.1M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-27.4K- 1.83% |
$754K - $840K
|
1.47M
$44.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-43.5K- 64.59% |
$1.19M - $1.33M
|
23.8K
$724K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.5K- 4.52% |
$1.72M - $1.92M
|
1.32M
$40.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.4K- 11.04% |
$2.04M - $2.28M
|
599K
$18.2M
|