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 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.5K- 32.25% |
$95K - $108K
|
7.35K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.78K- 18.71% |
$103K - $116K
|
16.4K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.18K- 1.76% |
$114K - $129K
|
233K
$6.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-4.71K- 13.95% |
$128K - $145K
|
29.1K
$838K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.97K- 3.97% |
$135K - $153K
|
120K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.4K- 20.24% |
$147K - $166K
|
21.3K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.72K- 1.65% |
$155K - $176K
|
340K
$9.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.92K- 31.96% |
$161K - $182K
|
12.6K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.51K- 21.9% |
$177K - $200K
|
23.2K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.66K- 4.78% |
$181K - $205K
|
133K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.9K- 25.32% |
$242K - $274K
|
26.3K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9.01K- 10.16% |
$244K - $277K
|
79.7K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.37K- 0.53% |
$254K - $288K
|
1.76M
$50.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 24.81% |
$298K - $338K
|
33.2K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.1K- 8.32% |
$301K - $341K
|
122K
$3.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.6K- 49.46% |
$316K - $358K
|
11.9K
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.6K- 22.99% |
$316K - $358K
|
38.9K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.4K- 2.35% |
$336K - $381K
|
514K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.1K- 3.69% |
$356K - $404K
|
342K
$9.86M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15.7K- 3.98% |
$426K - $483K
|
379K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.5K- 2.89% |
$449K - $509K
|
555K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-18.9K- 5.94% |
$513K - $581K
|
299K
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.4K- 9.23% |
$607K - $688K
|
220K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-25.2K- 2.11% |
$685K - $777K
|
1.17M
$33.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.3K- 3.69% |
$1.12M - $1.27M
|
1.08M
$31.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43.5K- 5.21% |
$1.18M - $1.34M
|
791K
$22.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-48K- 17.9% |
$1.3M - $1.48M
|
220K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-53.2K- 15.83% |
$1.44M - $1.64M
|
283K
$8.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-72K- 4.51% |
$1.96M - $2.22M
|
1.53M
$44M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-78.6K- 78.73% |
$2.14M - $2.42M
|
21.2K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-142K- 86.68% |
$3.87M - $4.38M
|
21.9K
$630K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-142K- 86.68% |
$3.87M - $4.38M
|
21.9K
$630K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-157K- 87.04% |
$4.26M - $4.83M
|
23.4K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-240K- 96.38% |
$6.52M - $7.39M
|
9.02K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-296K- 91.95% |
$8.04M - $9.11M
|
25.9K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-300K- 15.64% |
$8.16M - $9.25M
|
1.62M
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-355K- 57.73% |
$9.64M - $10.9M
|
260K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-426K- 27.62% |
$11.6M - $13.1M
|
1.12M
$32.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-524K- 58.87% |
$14.2M - $16.1M
|
366K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08M- 80.86% |
$29.4M - $33.4M
|
257K
$7.39M
|