Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
283+ 0.15% |
$7.89K - $8.63K
|
193K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
130+ 1.05% |
$3.62K - $3.97K
|
12.5K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
122+ 1.27% |
$3.4K - $3.72K
|
9.74K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 1.23% |
$2.87K - $3.14K
|
8.51K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
75New |
$2.09K - $2.29K
|
75
$2.18K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
61+ 1.41% |
$1.7K - $1.86K
|
4.39K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.03% |
$1.53K - $1.68K
|
157K
$4.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
44+ 0.25% |
$1.23K - $1.34K
|
17.6K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.5% |
$307 - $336
|
742
$21.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4New |
$112 - $122
|
4
$116
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 2.63% |
$390 - $427
|
519
$15.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-42- 0.11% |
$1.17K - $1.28K
|
37.5K
$1.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-142- 0.49% |
$3.96K - $4.33K
|
28.9K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-146- 0.81% |
$4.07K - $4.45K
|
17.8K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-270- 0.22% |
$7.53K - $8.24K
|
120K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-297- 0.36% |
$8.28K - $9.06K
|
82.3K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-300- 0.67% |
$8.36K - $9.15K
|
44.3K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-324- 0.93% |
$9.03K - $9.89K
|
34.6K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-449- 6.33% |
$12.5K - $13.7K
|
6.64K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-510- 0.64% |
$14.2K - $15.6K
|
79.2K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-619- 1.7% |
$17.3K - $18.9K
|
35.9K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-619- 31.52% |
$17.3K - $18.9K
|
1.35K
$39.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-705- 1.13% |
$19.7K - $21.5K
|
61.6K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.06K- 9.77% |
$29.6K - $32.4K
|
9.8K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.32K- 5.64% |
$36.7K - $40.2K
|
22K
$641K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.32K- 3.33% |
$36.9K - $40.3K
|
38.4K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.39K- 0.96% |
$38.8K - $42.5K
|
143K
$4.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 3.06% |
$40.1K - $43.9K
|
45.6K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.01K- 0.39% |
$56K - $61.3K
|
512K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.53K- 7.17% |
$70.5K - $77.2K
|
32.8K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.3K- 3.24% |
$120K - $131K
|
128K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.69K- 30.39% |
$131K - $143K
|
10.7K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.01K- 2.91% |
$140K - $153K
|
167K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.1K- 4.44% |
$170K - $186K
|
131K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.26K- 2.13% |
$202K - $222K
|
333K
$9.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-7.38K- 24.19% |
$206K - $225K
|
23.1K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.77K- 36.56% |
$217K - $237K
|
13.5K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.15K- 31.04% |
$227K - $249K
|
18.1K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.73K- 1.24% |
$243K - $266K
|
695K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 2.11% |
$327K - $358K
|
543K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-14.4K- 11.21% |
$402K - $440K
|
114K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.6K- 28.27% |
$436K - $477K
|
39.7K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 2.18% |
$480K - $525K
|
774K
$22.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.5K- 8.88% |
$572K - $626K
|
211K
$6.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-27.9K- 1.83% |
$778K - $851K
|
1.5M
$43.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-38.7K- 3.26% |
$1.08M - $1.18M
|
1.15M
$33.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-194K- 66.53% |
$5.41M - $5.92M
|
97.7K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-249K- 96.42% |
$6.94M - $7.6M
|
9.25K
$269K
|