Latest Institutional Transactions on Spdr Ser Tr Spdr Msci Acwi Ex (CWI)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Msci Acwi Ex (CWI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.54K+ 4.54% |
$154K - $169K
|
128K
$3.85M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
330+ 2.46% |
$9.2K - $10.1K
|
13.7K
$415K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.8K+ 40.73% |
$523K - $572K
|
64.8K
$1.96M
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
283+ 0.15% |
$7.89K - $8.63K
|
193K
$5.83M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.19K+ 9.14% |
$33.2K - $36.3K
|
14.2K
$430K
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
8.08K+ 9.57% |
$225K - $246K
|
92.5K
$2.79M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
185KNew |
$5.15M - $5.63M
|
185K
$5.58M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
144KNew |
$4.01M - $4.39M
|
144K
$4.35M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
51.9K+ 23.59% |
$1.45M - $1.58M
|
272K
$8.22M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
61+ 1.41% |
$1.7K - $1.86K
|
4.39K
$133K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.28K+ 0.69% |
$231K - $253K
|
1.21M
$36.7M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12KNew |
$335K - $366K
|
12K
$363K
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
43.2K+ 179.43% |
$1.21M - $1.32M
|
67.3K
$2.03M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-619- 31.52% |
$17.3K - $18.9K
|
1.35K
$40.6K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
465+ 0.08% |
$13K - $14.2K
|
564K
$17M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-270- 0.22% |
$7.53K - $8.24K
|
120K
$3.63M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.5KNew |
$712K - $779K
|
25.5K
$772K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
421+ 2.48% |
$11.7K - $12.8K
|
17.4K
$526K
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-142- 0.49% |
$3.96K - $4.33K
|
28.9K
$874K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
410KNew |
$11.1M - $12.6M
|
410K
$12.4M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.5K- 32.25% |
$95K - $108K
|
7.35K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
315+ 1.15% |
$8.55K - $9.7K
|
27.7K
$837K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-409- 16.39% |
$11.1K - $12.6K
|
2.09K
$63K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-296K- 91.95% |
$8.04M - $9.11M
|
25.9K
$783K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$109 - $123
|
4
$121
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.03KNew |
$191K - $216K
|
7.03K
$212K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.95KNew |
$270K - $306K
|
9.95K
$301K
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
18KNew |
$489K - $554K
|
18K
$544K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160- 0.9% |
$4.34K - $4.92K
|
17.5K
$530K
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.09K- 9.79% |
$29.7K - $33.6K
|
10.1K
$304K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.71K- 17.76% |
$46.4K - $52.6K
|
7.91K
$239K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.05KNew |
$191K - $217K
|
7.05K
$213K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
135New |
$3.67K - $4.16K
|
135
$4.08K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.96KNew |
$53.2K - $60.3K
|
1.96K
$59.2K
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
23.8KNew |
$646K - $732K
|
23.8K
$719K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
6.97KNew |
$189K - $215K
|
6.97K
$211K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.46K- 0.71% |
$39.7K - $45K
|
205K
$6.2M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.79KNew |
$184K - $209K
|
6.79K
$205K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 11.88% |
$1.55K - $1.75K
|
423
$12.8K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
131New |
$3.56K - $4.03K
|
131
$3.96K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 73.68% |
$1.52K - $1.72K
|
20
$604
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.4K- 20.24% |
$147K - $166K
|
21.3K
$644K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-163- 0.22% |
$4.43K - $5.02K
|
73.3K
$2.21M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24New |
$652 - $739
|
24
$725
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 7.39% |
$339K - $384K
|
181K
$5.48M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.6K- 22.99% |
$316K - $358K
|
38.9K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-516- 6.32% |
$14K - $15.9K
|
7.65K
$231K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-46- 10.11% |
$1.25K - $1.42K
|
409
$12.4K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
6.65KNew |
$181K - $205K
|
6.65K
$201K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.79KNew |
$184K - $209K
|
6.79K
$205K
|