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 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-493- 4.75% |
$11.6K - $13.8K
|
9.88K
$352K
|
|
|
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
$6.06K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
206K+ 153466.42% |
$4.82M - $5.76M
|
206K
$7.34M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.14KNew |
$214K - $256K
|
9.14K
$326K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.87KClosed |
$184K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
180New |
$4.22K - $5.04K
|
180
$6.42K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.09KClosed |
$48.9K - $58.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
800+ 9.56% |
$18.7K - $22.4K
|
9.17K
$327K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
190KNew |
$4.45M - $5.33M
|
190K
$6.78M
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.38K- 12.35% |
$55.7K - $66.6K
|
16.9K
$602K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
755New |
$17.7K - $21.2K
|
755
$26.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.31KClosed |
$77.5K - $92.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.13K+ 2.78% |
$49.9K - $59.7K
|
78.6K
$2.81M
|
|
|
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
$1.12M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-927- 50.0% |
$23.6K - $27.8K
|
927
$33.1K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.5KNew |
$369K - $434K
|
14.5K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-19.8KClosed |
$504K - $592K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
331New |
$8.43K - $9.91K
|
331
$11.8K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-106Closed |
$2.7K - $3.17K
|
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 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
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-265Closed |
$6.75K - $7.94K
|
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 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
667New |
$17K - $20K
|
667
$23.8K
|
|
|
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
$570K
|
|
|
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 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
$378K
|
|
|
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
$25.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
49.7KNew |
$1.41M - $1.51M
|
49.7K
$1.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
69.7KNew |
$1.98M - $2.11M
|
69.7K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.21K- 69.51% |
$62.7K - $67K
|
969
$34.6K
|
|
|
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
|
|
|
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
$362K
|
|
|
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
$463K
|
|
|
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
$84.9K
|
|
|
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
|
|