United Capital Financial Advisers, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 67,287 shares of CWI stock, worth $2.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

67,287

Previous 69,006 2.49%

Holding current value

$2.4 Million

Previous $2.25 Million 4.26%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$32.11 - $34.92 $55,197 - $60,027	-1,719 Reduced 2.49%	67,287 $2.35 Million
Q2 2025 Aug 11, 2025	SELL	$26.38 - $32.66 $274,272 - $339,566	-10,397 Reduced 13.09%	69,006 $2.25 Million
Q1 2025 May 13, 2025	SELL	$27.47 - $30.62 $824 - $918	-30 Reduced 0.04%	79,403 $2.35 Million
Q4 2024 Feb 13, 2025	SELL	$27.88 - $30.51 $110,376 - $120,789	-3,959 Reduced 4.75%	79,433 $2.22 Million
Q3 2024 Nov 12, 2024	SELL	$27.15 - $30.78 $55,684 - $63,129	-2,051 Reduced 2.4%	83,392 $2.54 Million

Q2 2024 Aug 14, 2024	SELL	$27.18 - $29.31 $370,871 - $399,934	-13,645 Reduced 13.77%	85,443 $2.42 Million
Q1 2024 May 15, 2024	SELL	$26.02 - $28.41 $319,915 - $349,300	-12,295 Reduced 11.04%	99,088 $2.81 Million
Q4 2023 Feb 14, 2024	SELL	$23.83 - $27.04 $1.01 Million - $1.14 Million	-42,276 Reduced 27.51%	111,383 $3.01 Million
Q3 2023 Nov 14, 2023	SELL	$24.77 - $27.04 $111,985 - $122,247	-4,521 Reduced 2.86%	153,659 $3.82 Million
Q2 2023 Aug 14, 2023	BUY	$25.26 - $26.55 $30,741 - $32,311	1,217 Added 0.78%	158,180 $4.13 Million
Q1 2023 Aug 14, 2023	SELL	$24.17 - $26.36 $29,414 - $32,080	-1,217 Reduced 0.77%	156,963 $4.04 Million
Q1 2023 May 15, 2023	SELL	$24.17 - $26.36 $219,584 - $239,480	-9,085 Reduced 5.47%	156,963 $4.04 Million
Q4 2022 Feb 14, 2023	SELL	$21.09 - $25.07 $991,019 - $1.18 Million	-46,990 Reduced 22.06%	166,048 $4 Million
Q3 2022 Nov 14, 2022	SELL	$21.19 - $25.02 $507,076 - $598,728	-23,930 Reduced 10.1%	213,038 $4.52 Million
Q2 2022 Aug 11, 2022	SELL	$23.43 - $28.02 $543,107 - $649,503	-23,180 Reduced 8.91%	236,968 $5.64 Million
Q1 2022 May 16, 2022	SELL	$25.48 - $29.95 $406,202 - $477,462	-15,942 Reduced 5.77%	260,148 $7.16 Million
Q4 2021 Feb 14, 2022	SELL	$28.37 - $30.32 $174,191 - $186,164	-6,140 Reduced 2.18%	276,090 $8.09 Million
Q3 2021 Nov 15, 2021	BUY	$28.97 - $30.57 $22,944 - $24,211	792 Added 0.28%	282,230 $8.18 Million
Q2 2021 Aug 13, 2021	SELL	$29.34 - $30.85 $247,923 - $260,682	-8,450 Reduced 2.91%	281,438 $8.5 Million
Q1 2021 May 14, 2021	BUY	$27.86 - $29.87 $418,345 - $448,527	15,016 Added 5.46%	289,888 $8.38 Million
Q4 2020 Feb 17, 2021	BUY	$23.53 - $27.91 $321,396 - $381,222	13,659 Added 5.23%	274,872 $7.6 Million
Q3 2020 Nov 13, 2020	BUY	$22.74 - $24.92 $347,922 - $381,276	15,300 Added 6.22%	261,213 $6.28 Million
Q2 2020 Aug 13, 2020	SELL	$18.9 - $23.48 $261,727 - $325,151	-13,848 Reduced 5.33%	245,913 $5.57 Million
Q1 2020 May 15, 2020	BUY	$17.27 - $26.2 $707,465 - $1.07 Million	40,965 Added 18.72%	259,761 $5.12 Million
Q4 2019 Feb 14, 2020	BUY	$23.32 - $26.04 $599,930 - $669,905	25,726 Added 13.32%	218,796 $5.64 Million
Q3 2019 Nov 14, 2019	BUY	$23.97 - $24.43 $2.55 Million - $2.6 Million	106,328 Added 122.58%	193,070 $4.64 Million
Q2 2019 Aug 13, 2019	BUY	N/A	33,002 Added 61.41%	86,742 $3.18 Million
Q1 2019 May 14, 2019	BUY	N/A	37,411 Added 229.11%	53,740 $1.95 Million
Q4 2018 Feb 14, 2019	BUY	N/A	16,329 New	16,329 $535,000

Others Institutions Holding CWI

# of Institutions

281

Shares Held

50.2M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR MSCI ACWI EX

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United Capital Financial Advisers, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History