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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$23.8K - $27K
|
1K
$30.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$12.5K - $14.1K
|
523
$15.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23New |
$548 - $622
|
23
$695
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
8.25KNew |
$197K - $223K
|
8.25K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
310New |
$7.39K - $8.38K
|
310
$9.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$238 - $270
|
10
$302
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-39- 0.04% |
$929 - $1.05K
|
101K
$3.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-282- 0.82% |
$6.72K - $7.63K
|
33.9K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.9K- 20.0% |
$45.3K - $51.4K
|
7.6K
$230K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$68.2K - $77.4K
|
2.86K
$86.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.8KNew |
$168K - $184K
|
6.8K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
719+ 0.23% |
$17.8K - $19.4K
|
316K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-250- 0.15% |
$6.19K - $6.76K
|
166K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$308K - $336K
|
12.4K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.3KNew |
$974K - $1.06M
|
39.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.48K- 99.49% |
$86.2K - $94.2K
|
18
$544
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
39.2K+ 26.26% |
$972K - $1.06M
|
189K
$5.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
48+ 0.57% |
$1.19K - $1.3K
|
8.46K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
922New |
$22.8K - $24.9K
|
922
$27.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
53New |
$1.31K - $1.43K
|
53
$1.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.5KNew |
$385K - $420K
|
15.5K
$469K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$1.61K - $1.76K
|
65
$1.96K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.2K- 52.39% |
$228K - $249K
|
8.36K
$253K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-57Closed |
$1.41K - $1.54K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 70.59% |
$1.78K - $1.95K
|
174
$5.26K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.99KNew |
$74K - $80.8K
|
2.99K
$90.3K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-235KClosed |
$5.93M - $6.23M
|
0
$0
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$5.3K - $5.58K
|
210
$6.35K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
91+ 1.05% |
$2.3K - $2.42K
|
8.78K
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.38KNew |
$237K - $249K
|
9.38K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.01K- 26.64% |
$127K - $133K
|
13.8K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17- 0.09% |
$429 - $451
|
19.7K
$594K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
191New |
$4.82K - $5.07K
|
191
$5.77K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
255New |
$6.44K - $6.77K
|
255
$7.71K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
1.13MNew |
$28.6M - $30.1M
|
1.13M
$34.3M
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
210New |
$5.08K - $5.54K
|
210
$6.35K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $36.8K
|
1.4K
$42.2K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 80.0% |
$193 - $211
|
18
$544
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 4.97% |
$118K - $128K
|
93.1K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50+ 3.35% |
$1.21K - $1.32K
|
1.54K
$46.6K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.9K- 85.28% |
$265K - $289K
|
1.89K
$57.1K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.69K+ 94900.0% |
$138K - $150K
|
5.7K
$172K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$486K - $530K
|
20.1K
$607K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
316New |
$7.64K - $8.33K
|
316
$9.55K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$25.1K - $27.4K
|
1.04K
$31.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-58.5K- 83.8% |
$1.41M - $1.54M
|
11.3K
$342K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-5.75K- 26.15% |
$139K - $152K
|
16.2K
$491K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7.86KNew |
$190K - $207K
|
7.86K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
65+ 0.04% |
$1.57K - $1.71K
|
146K
$4.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.47KNew |
$132K - $144K
|
5.47K
$165K
|
|