Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
911+ 1.48% |
$24.7K - $28K
|
62.3K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
588+ 2.5% |
$16K - $18.1K
|
24.1K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
575+ 0.45% |
$15.6K - $17.7K
|
129K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$14.5K - $16.4K
|
533
$15K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
315+ 1.15% |
$8.55K - $9.7K
|
27.7K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
135New |
$3.67K - $4.16K
|
135
$3.79K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
131New |
$3.56K - $4.03K
|
131
$3.68K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
74New |
$2.01K - $2.28K
|
74
$2.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24New |
$652 - $739
|
24
$674
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.04% |
$407 - $462
|
36.7K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$109 - $123
|
4
$112
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-12- 0.03% |
$326 - $369
|
35K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 0.42% |
$462 - $523
|
4.05K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22- 0.06% |
$597 - $677
|
35.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43- 0.11% |
$1.17K - $1.32K
|
39.7K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-46- 10.11% |
$1.25K - $1.42K
|
409
$11.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 73.68% |
$1.52K - $1.72K
|
20
$562
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 11.88% |
$1.55K - $1.75K
|
423
$11.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-113- 0.32% |
$3.07K - $3.48K
|
35.3K
$991K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-115- 0.74% |
$3.12K - $3.54K
|
15.4K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160- 0.9% |
$4.34K - $4.92K
|
17.5K
$493K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-163- 0.22% |
$4.43K - $5.02K
|
73.3K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-168- 0.09% |
$4.56K - $5.17K
|
196K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-171- 9.11% |
$4.64K - $5.26K
|
1.71K
$47.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-172- 18.38% |
$4.67K - $5.29K
|
764
$21.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-270- 0.71% |
$7.33K - $8.31K
|
37.5K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-277- 1.52% |
$7.52K - $8.53K
|
17.9K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-409- 16.39% |
$11.1K - $12.6K
|
2.09K
$58.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-486- 3.34% |
$13.2K - $15K
|
14.1K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-516- 6.32% |
$14K - $15.9K
|
7.65K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-560- 1.38% |
$15.2K - $17.2K
|
39.9K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-570- 0.89% |
$15.5K - $17.5K
|
63.6K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-633- 0.33% |
$17.2K - $19.5K
|
193K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-674- 5.85% |
$18.3K - $20.7K
|
10.9K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-689- 1.46% |
$18.7K - $21.2K
|
46.5K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-885- 1.85% |
$24K - $27.2K
|
47.1K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-907- 0.66% |
$24.6K - $27.9K
|
137K
$3.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.06K- 3.28% |
$28.8K - $32.6K
|
31.2K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.09K- 9.79% |
$29.7K - $33.6K
|
10.1K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.22K- 0.17% |
$33.1K - $37.6K
|
704K
$19.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.29K- 0.88% |
$34.9K - $39.6K
|
144K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.46K- 0.71% |
$39.7K - $45K
|
205K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.71K- 17.76% |
$46.4K - $52.6K
|
7.91K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.78K- 2.1% |
$48.2K - $54.6K
|
82.6K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 0.16% |
$52.1K - $59K
|
1.21M
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 2.4% |
$55.7K - $63.1K
|
83.4K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.8K- 1.6% |
$75.9K - $86.1K
|
172K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.96K- 6.74% |
$80.2K - $91K
|
40.9K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-3.5K- 10.29% |
$95K - $108K
|
30.5K
$856K
|