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 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.39KClosed |
$210K - $224K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
26+ 0.26% |
$738 - $788
|
10.2K
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
430New |
$12.2K - $13K
|
430
$13K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.78KClosed |
$221K - $236K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-18.9KClosed |
$537K - $574K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
13KNew |
$376K - $397K
|
13K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-40Closed |
$1.16K - $1.22K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.51K- 65.44% |
$131K - $138K
|
2.38K
$71.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-66.9KClosed |
$1.94M - $2.05M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.62KClosed |
$105K - $111K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.6KClosed |
$429K - $451K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.74KClosed |
$227K - $239K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.73KClosed |
$256K - $269K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.44KClosed |
$248K - $260K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-93Closed |
$2.73K - $2.87K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.22KClosed |
$94.5K - $99.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-128KClosed |
$3.77M - $3.96M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.55KClosed |
$222K - $233K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
754New |
$22.1K - $23.3K
|
754
$22.8K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-705Closed |
$19.6K - $21.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.6KClosed |
$407K - $437K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-183- 62.24% |
$5.1K - $5.47K
|
111
$3.35K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.47KClosed |
$41K - $43.9K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-41Closed |
$1.14K - $1.22K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$257K - $305K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.75KNew |
$159K - $188K
|
6.75K
$204K
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-675Closed |
$15.9K - $18.8K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Patten & Patten Inc
|
SELL
|
- |
-9.96KClosed |
$234K - $278K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-112KClosed |
$2.54M - $2.79M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$341 - $374
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-778KClosed |
$17.7M - $19.4M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-778KClosed |
$17.7M - $19.4M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-287Closed |
$6.53K - $7.15K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-698Closed |
$13.2K - $16.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.5KClosed |
$237K - $294K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$257K - $319K
|
13.6K
$411K
|
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.22KClosed |
$118K - $146K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.38KClosed |
$63.9K - $79.3K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-193Closed |
$3.65K - $4.53K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-27.9KClosed |
$528K - $656K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-345Closed |
$6.52K - $8.1K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12.2KClosed |
$231K - $286K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-24.6KClosed |
$464K - $577K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-28.9K- 52.9% |
$547K - $680K
|
25.8K
$779K
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.57KClosed |
$29.7K - $37K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-24KClosed |
$414K - $629K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-120- 26.61% |
$2.07K - $3.14K
|
331
$10K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-467- 6.77% |
$8.07K - $12.2K
|
6.43K
$194K
|
|
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-35.7KClosed |
$616K - $934K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-10.5KClosed |
$181K - $275K
|
0
$0
|
|