Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 43.54% |
$22.4K - $26.5K
|
3.49K
$97.9K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.03KNew |
$21.9K - $25.8K
|
1.03K
$29K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
870+ 125.36% |
$18.4K - $21.8K
|
1.56K
$43.9K
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
610+ 4.71% |
$12.9K - $15.3K
|
13.6K
$381K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.6K - $12.5K
|
500
$14K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
495+ 20.89% |
$10.5K - $12.4K
|
2.86K
$80.4K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
450+ 1.63% |
$9.54K - $11.3K
|
28.1K
$788K
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
301+ 2.45% |
$6.38K - $7.53K
|
12.6K
$353K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
287+ 5.46% |
$6.08K - $7.18K
|
5.54K
$156K
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
250+ 2.28% |
$5.3K - $6.26K
|
11.2K
$315K
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
239+ 1.16% |
$5.06K - $5.98K
|
20.8K
$585K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
235+ 0.6% |
$4.98K - $5.88K
|
39.7K
$1.11M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
225+ 0.93% |
$4.77K - $5.63K
|
24.3K
$683K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
169New |
$3.58K - $4.23K
|
169
$4.75K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
141New |
$2.99K - $3.53K
|
141
$3.96K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
49+ 0.06% |
$1.04K - $1.23K
|
82.6K
$2.32M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
30+ 1.44% |
$636 - $751
|
2.11K
$59.3K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4New |
$84.8 - $100
|
4
$112
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.76% |
$21.2 - $25
|
133
$3.73K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5- 0.01% |
$106 - $125
|
36.7K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-20- 74.07% |
$424 - $500
|
7
$197
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-21- 1.38% |
$445 - $525
|
1.5K
$42.2K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22- 0.62% |
$466 - $550
|
3.53K
$99.2K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-39- 3.74% |
$826 - $976
|
1K
$28.2K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-55- 0.15% |
$1.17K - $1.38K
|
36.8K
$1.03M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-83- 0.31% |
$1.76K - $2.08K
|
26.8K
$753K
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 0.16% |
$2.12K - $2.5K
|
63.7K
$1.79M
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-120- 0.26% |
$2.54K - $3K
|
46.1K
$1.29M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-129- 55.84% |
$2.73K - $3.23K
|
102
$2.86K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-189- 1.46% |
$4K - $4.73K
|
12.7K
$357K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-223- 2.42% |
$4.73K - $5.58K
|
9K
$253K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-240- 0.17% |
$5.09K - $6K
|
143K
$4.01M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-366- 0.9% |
$7.76K - $9.16K
|
40.5K
$1.14M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-446- 4.4% |
$9.45K - $11.2K
|
9.69K
$272K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-456- 1.16% |
$9.66K - $11.4K
|
38.9K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-457- 0.9% |
$9.68K - $11.4K
|
50.5K
$1.42M
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-469- 0.65% |
$9.94K - $11.7K
|
71.9K
$2.02M
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-640- 0.56% |
$13.6K - $16K
|
113K
$3.17M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-802- 3.33% |
$17K - $20.1K
|
23.3K
$653K
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-870- 6.78% |
$18.4K - $21.8K
|
12K
$336K
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-927- 1.79% |
$19.6K - $23.2K
|
50.7K
$1.42M
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.05K- 1.82% |
$22.1K - $26.1K
|
56.4K
$1.58M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.07K- 13.16% |
$22.7K - $26.7K
|
7.06K
$198K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.19K- 2.63% |
$25.1K - $29.7K
|
44K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.33K- 3.07% |
$28.2K - $33.4K
|
42.1K
$1.18M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.43K- 32.83% |
$30.2K - $35.7K
|
2.92K
$81.9K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.55K- 1.68% |
$32.8K - $38.7K
|
90.6K
$2.54M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.79K- 2.17% |
$37.9K - $44.8K
|
80.7K
$2.27M
|