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 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$169K - $209K
|
6.41K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.13KNew |
$162K - $200K
|
6.13K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.82K+ 2.36% |
$154K - $190K
|
252K
$8.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.76K+ 117.25% |
$126K - $155K
|
8.82K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.72K+ 10.03% |
$125K - $154K
|
51.8K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.57K+ 3.42% |
$120K - $149K
|
138K
$4.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.11K+ 4.02% |
$109K - $134K
|
106K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.98K+ 28.2% |
$105K - $130K
|
18.1K
$623K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.64K+ 0.59% |
$95.9K - $119K
|
618K
$21.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.36K+ 40.4% |
$88.6K - $110K
|
11.7K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.18K+ 1.61% |
$83.8K - $104K
|
200K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.08KNew |
$81.1K - $100K
|
3.08K
$106K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3K+ 23.0% |
$79.1K - $98K
|
16K
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.88K+ 6.71% |
$75.9K - $93.9K
|
45.8K
$1.58M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.5K+ 171.71% |
$65.8K - $81.5K
|
3.95K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
2.45K+ 4.67% |
$64.5K - $79.9K
|
54.9K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.97K+ 7.12% |
$51.8K - $64.2K
|
29.6K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.89K+ 1.4% |
$49.8K - $61.7K
|
137K
$4.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 2444.0% |
$48.4K - $59.9K
|
1.91K
$65.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.75K+ 10.08% |
$46.2K - $57.2K
|
19.1K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.5K+ 14.6% |
$39.6K - $49K
|
11.8K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.33K+ 7.59% |
$35.1K - $43.5K
|
18.9K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.33K+ 12.31% |
$35K - $43.4K
|
12.1K
$417K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.31KNew |
$34.6K - $42.8K
|
1.31K
$45.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$27.4K - $33.9K
|
1.04K
$35.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
967+ 2.63% |
$25.5K - $31.6K
|
37.8K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
800New |
$21.1K - $26.1K
|
800
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
792+ 2.86% |
$20.9K - $25.9K
|
28.5K
$982K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
741+ 3.06% |
$19.5K - $24.2K
|
25K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
625+ 8.5% |
$16.5K - $20.4K
|
7.98K
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
542+ 5.64% |
$14.3K - $17.7K
|
10.2K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
528New |
$13.9K - $17.2K
|
528
$18.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
484+ 0.26% |
$12.8K - $15.8K
|
187K
$6.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
321+ 0.12% |
$8.47K - $10.5K
|
276K
$9.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
313+ 1.91% |
$8.26K - $10.2K
|
16.7K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
305New |
$8.05K - $9.96K
|
305
$10.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
270New |
$7.12K - $8.82K
|
270
$9.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
205+ 0.22% |
$5.41K - $6.7K
|
91.7K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
146New |
$3.85K - $4.77K
|
146
$5.03K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
140+ 0.59% |
$3.69K - $4.57K
|
24K
$826K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 1.28% |
$3.3K - $4.08K
|
9.87K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
88+ 1.31% |
$2.32K - $2.87K
|
6.82K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 4.51% |
$1.93K - $2.38K
|
1.69K
$58.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
56+ 0.09% |
$1.48K - $1.83K
|
60.6K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.03% |
$1.4K - $1.73K
|
157K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51+ 1700.0% |
$1.35K - $1.67K
|
54
$1.86K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45New |
$1.19K - $1.47K
|
45
$1.55K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
24New |
$633 - $784
|
24
$827
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
19+ 1.36% |
$501 - $621
|
1.42K
$48.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1.35% |
$264 - $327
|
752
$25.9K
|