Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-440- 4.18% |
$12K - $12.9K
|
10.1K
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-553- 2.95% |
$15K - $16.2K
|
18.2K
$512K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-646- 5.47% |
$17.6K - $18.9K
|
11.2K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-655- 0.51% |
$17.8K - $19.2K
|
128K
$3.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-833- 9.25% |
$22.6K - $24.4K
|
8.17K
$229K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-851- 2.2% |
$23.1K - $24.9K
|
37.8K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-903- 3.96% |
$24.5K - $26.5K
|
21.9K
$615K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1K- 3.23% |
$27.2K - $29.3K
|
29.9K
$840K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-1.08K- 3.08% |
$29.2K - $31.5K
|
33.8K
$949K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.13K- 32.14% |
$30.6K - $33K
|
2.38K
$66.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.2K- 2.93% |
$32.6K - $35.2K
|
39.8K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.22K- 1.87% |
$33.2K - $35.8K
|
64.2K
$1.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.48K- 1.46% |
$40.2K - $43.3K
|
99.9K
$2.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.74K- 2.6% |
$47.2K - $50.9K
|
65.1K
$1.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.81K- 0.66% |
$49.2K - $53K
|
273K
$7.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.02K- 13.06% |
$54.8K - $59.1K
|
13.4K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 5.59% |
$59.1K - $63.7K
|
36.7K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.2K- 6.91% |
$59.9K - $64.6K
|
29.7K
$834K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.36K- 1.66% |
$64.2K - $69.2K
|
139K
$3.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.53K- 17.96% |
$68.6K - $74K
|
11.5K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.15K- 8.59% |
$85.7K - $92.4K
|
33.5K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.25K- 21.24% |
$88.3K - $95.2K
|
12K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.46K- 20.99% |
$94K - $101K
|
13K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.68K- 1.05% |
$99.9K - $108K
|
346K
$9.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.26K- 18.7% |
$116K - $125K
|
18.5K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.65K- 0.47% |
$154K - $166K
|
1.2M
$33.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.97K- 15.6% |
$162K - $175K
|
32.3K
$907K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.06K- 20.5% |
$192K - $207K
|
27.4K
$769K
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-8.36K- 19.74% |
$227K - $245K
|
34K
$955K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.17K- 6.82% |
$249K - $269K
|
125K
$3.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 56.72% |
$312K - $337K
|
8.76K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.6K- 6.07% |
$317K - $341K
|
180K
$5.06M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-11.9K- 2.98% |
$324K - $349K
|
387K
$10.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.9K- 8.23% |
$324K - $350K
|
133K
$3.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.6K- 2.35% |
$343K - $370K
|
526K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 3.85% |
$365K - $394K
|
336K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 13.77% |
$371K - $400K
|
85.4K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-15K- 7.91% |
$408K - $440K
|
175K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 29.13% |
$494K - $533K
|
44.2K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-18.3K- 99.67% |
$498K - $537K
|
60
$1.68K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-18.9K- 1.57% |
$513K - $553K
|
1.18M
$33.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.3K- 44.96% |
$606K - $654K
|
27.3K
$767K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-23.1K- 5.53% |
$628K - $677K
|
395K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.1K- 12.35% |
$629K - $678K
|
164K
$4.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 3.17% |
$791K - $853K
|
890K
$25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-63.2K- 3.18% |
$1.72M - $1.85M
|
1.92M
$53.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-70.2K- 17.91% |
$1.91M - $2.06M
|
322K
$9.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-76.4K- 11.79% |
$2.08M - $2.24M
|
571K
$16M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.7K- 8.42% |
$2.09M - $2.25M
|
834K
$23.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-79.8K- 29.0% |
$2.17M - $2.34M
|
195K
$5.49M
|