Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.42K+ 4.54% |
$59.9K - $65.4K
|
55.7K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.22K+ 11.69% |
$55K - $60K
|
21.2K
$595K
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
1.86K+ 7.5% |
$46K - $50.2K
|
26.6K
$748K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 5.33% |
$27.7K - $30.2K
|
22.1K
$620K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.1K+ 0.84% |
$27.2K - $29.7K
|
132K
$3.72M
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
1.09K+ 2.25% |
$26.9K - $29.4K
|
49.5K
$1.39M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.07KNew |
$26.6K - $29K
|
1.07K
$30.1K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$24.8K - $27K
|
1K
$28.1K
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
981+ 7.52% |
$24.3K - $26.5K
|
14K
$394K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
922New |
$22.8K - $24.9K
|
922
$25.9K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
751+ 2.38% |
$18.6K - $20.3K
|
32.3K
$908K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
719+ 0.23% |
$17.8K - $19.4K
|
316K
$8.87M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
711+ 0.87% |
$17.6K - $19.2K
|
82.7K
$2.32M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
600+ 10.46% |
$14.9K - $16.2K
|
6.34K
$178K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
507+ 3.58% |
$12.6K - $13.7K
|
14.7K
$412K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
403+ 1.09% |
$9.98K - $10.9K
|
37.4K
$1.05M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
315+ 302.88% |
$7.8K - $8.52K
|
419
$11.8K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
220+ 2.41% |
$5.45K - $5.95K
|
9.33K
$262K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
211+ 17.2% |
$5.23K - $5.71K
|
1.44K
$40.4K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
186+ 0.13% |
$4.61K - $5.03K
|
144K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
181+ 0.1% |
$4.48K - $4.89K
|
181K
$5.07M
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
172+ 1.87% |
$4.26K - $4.65K
|
9.37K
$263K
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
162+ 20.74% |
$4.01K - $4.38K
|
943
$26.5K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
143+ 621.74% |
$3.54K - $3.87K
|
166
$4.66K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
119New |
$2.95K - $3.22K
|
119
$3.34K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
115+ 0.28% |
$2.85K - $3.11K
|
41.4K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
115+ 0.16% |
$2.85K - $3.11K
|
73.3K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105+ 1.22% |
$2.6K - $2.84K
|
8.7K
$244K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
101+ 0.05% |
$2.5K - $2.73K
|
200K
$5.61M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 70.59% |
$1.78K - $1.95K
|
174
$4.89K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71+ 0.11% |
$1.76K - $1.92K
|
64.5K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
70New |
$1.73K - $1.89K
|
70
$1.97K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$1.61K - $1.76K
|
65
$1.83K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
53New |
$1.31K - $1.43K
|
53
$1.49K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
48+ 0.57% |
$1.19K - $1.3K
|
8.46K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
26+ 0.17% |
$644 - $703
|
15.2K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24New |
$594 - $649
|
24
$674
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3- 0.91% |
$74.3 - $81.1
|
328
$9.21K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4- 0.01% |
$99.1 - $108
|
61.5K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-23- 0.15% |
$570 - $622
|
15K
$422K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-49- 0.82% |
$1.21K - $1.32K
|
5.95K
$167K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-57Closed |
$1.41K - $1.54K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58- 0.29% |
$1.44K - $1.57K
|
20K
$562K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-147- 0.43% |
$3.64K - $3.97K
|
34.2K
$961K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-150- 0.19% |
$3.72K - $4.06K
|
76.8K
$2.16M
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-245- 2.13% |
$6.07K - $6.62K
|
11.3K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-250- 0.15% |
$6.19K - $6.76K
|
166K
$4.65M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-258- 1.41% |
$6.39K - $6.98K
|
18.1K
$508K
|