Purchases and Sales Made in Q4 2025 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 2025. 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 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
745K+ 151.61% |
$25.6M - $26.9M
|
1.24M
$44.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
390K+ 13.97% |
$13.4M - $14.1M
|
3.19M
$114M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.1K+ 2199.55% |
$1.69M - $1.77M
|
51.4K
$1.83M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35.1K+ 4.39% |
$1.21M - $1.27M
|
834K
$29.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
30.8KNew |
$1.06M - $1.11M
|
30.8K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
29.3K+ 84.59% |
$1.01M - $1.06M
|
64K
$2.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
22.1K+ 9.3% |
$761K - $798K
|
260K
$9.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
19.9K+ 1.72% |
$685K - $720K
|
1.18M
$42M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 13.82% |
$519K - $545K
|
124K
$4.43M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
12.1K+ 4.6% |
$417K - $438K
|
276K
$9.84M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8K+ 130.7% |
$373K - $391K
|
19.1K
$683K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$360K - $378K
|
10.5K
$373K
|
|
|
Jan 27, 2026
Q4 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.98K+ 3.0% |
$240K - $252K
|
240K
$8.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
5.76KNew |
$198K - $208K
|
5.76K
$205K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4.58K+ 39.17% |
$158K - $165K
|
16.3K
$581K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.95K+ 47.66% |
$136K - $143K
|
12.2K
$437K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
3.6K+ 34.59% |
$124K - $130K
|
14K
$499K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 70.7% |
$96.9K - $102K
|
6.8K
$243K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.42K+ 1.77% |
$83.2K - $87.3K
|
139K
$4.96M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.88K+ 1.39% |
$64.6K - $67.8K
|
137K
$4.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.87K+ 2.09% |
$64.3K - $67.5K
|
91.5K
$3.26M
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.53K+ 1.46% |
$52.4K - $55.1K
|
106K
$3.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
655+ 126.2% |
$22.5K - $23.6K
|
1.17K
$41.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Clean Yield Group
|
BUY
|
- |
462New |
$15.9K - $16.7K
|
462
$16.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
158+ 1.6% |
$5.43K - $5.7K
|
10K
$358K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
150+ 27.78% |
$5.16K - $5.42K
|
690
$24.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
104+ 1.69% |
$3.58K - $3.75K
|
6.27K
$224K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
76+ 1.78% |
$2.61K - $2.74K
|
4.35K
$155K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
42+ 80.77% |
$1.44K - $1.52K
|
94
$3.35K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
38+ 0.41% |
$1.31K - $1.37K
|
9.22K
$329K
|
|
|
Jan 22, 2026
Q4 2025
|
Newton One Investments LLC
|
BUY
|
- |
25+ 1.76% |
$860 - $903
|
1.44K
$51.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.07% |
$2.75K - $2.89K
|
7.4K
$264K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.26% |
$2.92K - $3.07K
|
6.64K
$237K
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-114- 0.53% |
$3.92K - $4.12K
|
21.4K
$765K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-127- 0.72% |
$4.37K - $4.58K
|
17.5K
$626K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-151- 1.78% |
$5.19K - $5.45K
|
8.34K
$298K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-161- 4.79% |
$5.54K - $5.81K
|
3.2K
$114K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-340- 39.4% |
$11.7K - $12.3K
|
523
$18.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-451- 2.75% |
$15.5K - $16.3K
|
16K
$570K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-535- 0.3% |
$18.4K - $19.3K
|
178K
$6.36M
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-726- 2.52% |
$25K - $26.2K
|
28.1K
$1M
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-800- 1.11% |
$27.5K - $28.9K
|
71.2K
$2.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-834- 0.91% |
$28.7K - $30.1K
|
90.5K
$3.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 70.47% |
$46K - $48.3K
|
561
$20K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.43K- 24.23% |
$49.1K - $51.5K
|
4.46K
$159K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 13.42% |
$52.7K - $55.3K
|
9.88K
$353K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.61K- 1.1% |
$55.5K - $58.2K
|
145K
$5.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.35K- 1.62% |
$80.9K - $84.9K
|
143K
$5.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-3.19K- 2.49% |
$110K - $115K
|
125K
$4.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.24K- 31.65% |
$112K - $117K
|
7.01K
$250K
|
|