Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
114KNew |
$3M - $3.71M
|
114K
$3.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
30.2KNew |
$796K - $985K
|
30.2K
$982K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
29.5KNew |
$777K - $962K
|
29.5K
$959K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.7K+ 6.59% |
$388K - $480K
|
238K
$7.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12.3K+ 2.65% |
$324K - $401K
|
475K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.25K+ 5.78% |
$191K - $237K
|
133K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
6.43KNew |
$169K - $210K
|
6.43K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$169K - $209K
|
6.41K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.57K+ 3.42% |
$120K - $149K
|
138K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.11K+ 4.02% |
$109K - $134K
|
106K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.97K+ 7.12% |
$51.8K - $64.2K
|
29.6K
$962K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.75K+ 10.08% |
$46.2K - $57.2K
|
19.1K
$623K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.33K+ 12.31% |
$35K - $43.4K
|
12.1K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.31KNew |
$34.6K - $42.8K
|
1.31K
$42.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
484+ 0.26% |
$12.8K - $15.8K
|
187K
$6.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
205+ 0.22% |
$5.41K - $6.7K
|
91.7K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
140+ 0.59% |
$3.69K - $4.57K
|
24K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
19+ 1.36% |
$501 - $621
|
1.42K
$46.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.08% |
$26.4 - $32.7
|
1.3K
$42.4K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-121- 2.76% |
$3.19K - $3.95K
|
4.27K
$139K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-539- 19.44% |
$14.2K - $17.6K
|
2.23K
$72.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-782- 4.49% |
$20.6K - $25.5K
|
16.6K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-892- 3.53% |
$23.5K - $29.1K
|
24.4K
$794K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-954- 0.08% |
$25.2K - $31.2K
|
1.14M
$37.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.52K- 0.37% |
$66.4K - $82.2K
|
687K
$22.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.88K- 7.87% |
$75.9K - $94K
|
33.7K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.79K- 26.46% |
$126K - $156K
|
13.3K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-5.91K- 3.68% |
$156K - $193K
|
155K
$5.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.78K- 40.34% |
$179K - $221K
|
10K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.8K- 78.15% |
$179K - $222K
|
1.9K
$61.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.26K- 7.26% |
$192K - $237K
|
92.7K
$3.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-25.4K- 75.7% |
$669K - $829K
|
8.15K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.1K- 4.86% |
$768K - $950K
|
570K
$18.5M
|