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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-7.74KClosed |
$181K - $217K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7.59KClosed |
$178K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-725Closed |
$17K - $20.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.57KClosed |
$177K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-486KClosed |
$11.4M - $13.6M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-130Closed |
$3.05K - $3.64K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$41.7K - $49.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-493- 4.75% |
$11.6K - $13.8K
|
9.88K
$298K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-900Closed |
$21.1K - $25.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 1.8% |
$70.3 - $84.1
|
170
$5.14K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
206K+ 153466.42% |
$4.82M - $5.76M
|
206K
$6.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.14KNew |
$214K - $256K
|
9.14K
$276K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.09KClosed |
$48.9K - $58.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
180New |
$4.22K - $5.04K
|
180
$5.44K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.87KClosed |
$184K - $221K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
800+ 9.56% |
$18.7K - $22.4K
|
9.17K
$277K
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.38K- 12.35% |
$55.7K - $66.6K
|
16.9K
$510K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
190KNew |
$4.45M - $5.33M
|
190K
$5.74M
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.13K+ 2.78% |
$49.9K - $59.7K
|
78.6K
$2.38M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
755New |
$17.7K - $21.2K
|
755
$22.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.31KClosed |
$77.5K - $92.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-7.61KClosed |
$178K - $213K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27K- 46.31% |
$633K - $757K
|
31.3K
$946K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-927- 50.0% |
$23.6K - $27.8K
|
927
$28K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.5KNew |
$369K - $434K
|
14.5K
$438K
|
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-19.8KClosed |
$504K - $592K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.79KClosed |
$45.5K - $53.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
331New |
$8.43K - $9.91K
|
331
$10K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-106Closed |
$2.7K - $3.17K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.86KClosed |
$47.4K - $55.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-71.1KClosed |
$1.81M - $2.13M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.05KClosed |
$180K - $211K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.28KClosed |
$32.7K - $38.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.32KClosed |
$212K - $249K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-265Closed |
$6.75K - $7.94K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
667New |
$17K - $20K
|
667
$20.2K
|
|
|
May 03, 2022
Q1 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-85.2KClosed |
$2.17M - $2.55M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
16KNew |
$407K - $479K
|
16K
$483K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-87Closed |
$2.22K - $2.61K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.96KClosed |
$177K - $208K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-80Closed |
$2.04K - $2.4K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.58KClosed |
$40.4K - $47.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.6KNew |
$301K - $321K
|
10.6K
$320K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-738Closed |
$20.9K - $22.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
720New |
$20.4K - $21.8K
|
720
$21.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
49.7KNew |
$1.41M - $1.51M
|
49.7K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.21K- 69.51% |
$62.7K - $67K
|
969
$29.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
69.7KNew |
$1.98M - $2.11M
|
69.7K
$2.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-296Closed |
$8.4K - $8.97K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-411Closed |
$11.7K - $12.5K
|
0
$0
|
|