Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
26+ 0.26% |
$738 - $788
|
10.2K
$285K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
20+ 1.54% |
$567 - $606
|
1.32K
$37.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 1.21% |
$539 - $576
|
1.58K
$44.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$397 - $424
|
6.96K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
9+ 1.41% |
$255 - $273
|
646
$18.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.01% |
$142 - $152
|
91.4K
$2.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
4+ 0.05% |
$113 - $121
|
7.85K
$220K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 1.19% |
$28.4 - $30.3
|
85
$2.39K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6- 0.07% |
$170 - $182
|
8.65K
$243K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-8- 0.1% |
$227 - $243
|
7.76K
$218K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-14- 17.07% |
$397 - $424
|
68
$1.91K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-32- 0.08% |
$908 - $970
|
39.6K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-120- 0.1% |
$3.4K - $3.64K
|
118K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-181Closed |
$5.13K - $5.49K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-296Closed |
$8.4K - $8.97K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-331Closed |
$9.39K - $10K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-394- 4.1% |
$11.2K - $11.9K
|
9.21K
$259K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-411Closed |
$11.7K - $12.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-667Closed |
$18.9K - $20.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-738Closed |
$20.9K - $22.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-891- 1.17% |
$25.3K - $27K
|
75.5K
$2.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-948- 12.75% |
$26.9K - $28.7K
|
6.49K
$182K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.09K- 3.33% |
$31K - $33.1K
|
31.6K
$888K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.15K- 1.36% |
$32.5K - $34.8K
|
83.2K
$2.34M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28K- 24.7% |
$36.4K - $38.9K
|
3.91K
$110K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.38K- 4.33% |
$39.1K - $41.8K
|
30.4K
$854K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.41K- 0.47% |
$40.1K - $42.9K
|
297K
$8.35M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.41K- 0.47% |
$40.1K - $42.9K
|
297K
$8.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 2.35% |
$48.6K - $52K
|
71.1K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.8K- 12.83% |
$51.1K - $54.6K
|
12.2K
$343K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-2K- 0.64% |
$56.6K - $60.5K
|
308K
$8.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.1K- 1.79% |
$59.6K - $63.7K
|
115K
$3.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-2.15K- 15.39% |
$61.1K - $65.3K
|
11.8K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.21K- 69.51% |
$62.7K - $67K
|
969
$27.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 2.09% |
$63.2K - $67.5K
|
104K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.34K- 4.87% |
$66.3K - $70.9K
|
45.7K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.47K- 2.8% |
$70K - $74.9K
|
85.7K
$2.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 3.34% |
$70.1K - $75K
|
71.5K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.59K- 1.45% |
$73.5K - $78.5K
|
176K
$4.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.98K- 3.76% |
$84.5K - $90.4K
|
76.4K
$2.14M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.05K- 1.61% |
$86.6K - $92.5K
|
186K
$5.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-3.09K- 3.1% |
$87.5K - $93.5K
|
96.4K
$2.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.25K- 15.06% |
$92.1K - $98.4K
|
18.3K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.43K- 0.2% |
$97.3K - $104K
|
1.74M
$48.8M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.54K- 51.25% |
$100K - $107K
|
3.36K
$94.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.17KClosed |
$118K - $127K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.38K- 4.76% |
$124K - $133K
|
87.5K
$2.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.52K- 5.0% |
$128K - $137K
|
85.9K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.65K- 30.79% |
$132K - $141K
|
10.5K
$293K
|