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SPDR MSCI ACWI ex-US ETF (CWI) Institutional Ownership

SPDR MSCI ACWI ex-US ETF logo
$28.66 +0.47 (+1.67%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$231.87M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$99.23M
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CWI Institutional Buying and Selling by Quarter

SPDR MSCI ACWI ex-US ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC10,732$300K0.0%-30.4%0.019%
1/21/2025Atlas Private Wealth Advisors170,037$4.75M0.7%N/A0.302%
1/21/2025Sterling Group Wealth Management LLC154,258$4.31M2.2%+2.2%0.274%
1/21/2025Hengehold Capital Management LLC1,148,707$32.10M3.0%-3.3%2.040%
1/21/2025Montecito Bank & Trust127,501$3.56M0.6%+4.5%0.226%
1/17/2025 Mutual Advisors LLC64,782$1.82M0.1%+40.7%0.115%
1/17/2025 Dakota Wealth Management13,477$377K0.0%-36.6%0.024%
1/17/2025 Chesley Taft & Associates LLC14,214$397K0.0%+9.1%0.025%
1/16/2025 Priebe Wealth Holdings LLC92,464$2.58M1.8%+9.6%0.164%
1/16/2025 Brady Martz Wealth Solutions LLC184,650$5.10M1.2%N/A0.328%
1/15/2025 Merit Financial Group LLC272,158$7.60M0.1%+23.6%0.483%
1/15/2025 Cvfg LLC143,782$4.02M3.7%N/A0.255%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC1,214,136$33.92M0.7%+0.7%2.157%
1/14/2025 Radnor Capital Management LLC12,000$335K0.1%-50.0%0.021%
1/13/2025 PSI Advisors LLC1,345$38K0.0%-31.5%0.002%
1/10/2025 Wealth Enhancement Advisory Services LLC802,034$24.41M0.1%+1.4%1.425%
1/10/2025 Baker Tilly Wealth Management LLC25,541$714K0.3%N/A0.045%
1/8/2025 Fulton Bank N.A.17,421$487K0.0%+2.5%0.031%
12/26/2024JPMorgan Chase & Co.21,875$666K0.0%-86.7%0.039%
11/25/2024Synovus Financial Corp110,299$3.36M0.0%+38.2%0.196%
11/18/2024TD Private Client Wealth LLC17,677$538K0.0%+65.6%0.031%
11/15/2024MML Investors Services LLC31,231$951K0.0%-3.3%0.055%
11/15/2024Laraway Financial Advisors Inc39,875$1.21M1.0%-1.4%0.071%
11/15/2024Jane Street Group LLC1,115,933$33.97M0.0%-27.6%1.982%
11/15/2024Stifel Financial Corp41,855$1.27M0.0%+173.7%0.074%
11/15/2024HighTower Advisors LLC1,760,301$53.58M0.1%-0.5%3.127%
11/14/2024Cobblestone Capital Advisors LLC NY513,659$15.64M0.9%-2.4%0.912%
11/14/2024Captrust Financial Advisors250,120$7.61M0.0%+3.9%0.444%
11/14/2024Rockefeller Capital Management L.P.46,503$1.42M0.0%-1.5%0.083%
11/14/2024Hantz Financial Services Inc.313,623$9.55M0.2%+1.6%0.557%
11/14/2024Financial Counselors Inc.114,023$3.47M0.1%+1.5%0.203%
11/13/2024FMR LLC6,992$213K0.0%+23.7%0.012%
11/13/2024Bank of Montreal Can259,962$7.96M0.0%-57.7%0.462%
11/12/2024Pitcairn Co.1,170,676$35.64M2.1%-2.1%2.079%
11/12/2024Cerity Partners LLC98,972$3.01M0.0%+201.7%0.176%
11/12/2024Clal Insurance Enterprises Holdings Ltd621,206$18.91M0.2%N/A1.103%
11/12/2024Banco Santander S.A.10,066$306K0.0%-9.8%0.018%
11/8/2024Prospera Private Wealth LLC1,960$60K0.0%N/A0.003%
11/8/2024PNC Financial Services Group Inc.3,616,507$110.09M0.1%+2.4%6.424%
11/7/2024GLOBALT Investments LLC GA1,525,254$46.43M1.7%-4.5%2.709%
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11/6/2024Mill Creek Capital Advisors LLC172,281$5.24M0.1%-1.6%0.306%
11/6/2024Signature Estate & Investment Advisors LLC544,544$16.58M0.4%+4.4%0.967%
11/5/2024First National Trust Co6,973$212K0.0%N/A0.012%
11/5/2024Apollon Wealth Management LLC47,051$1.43M0.0%-1.8%0.084%
11/2/2024Mach 1 Financial Group LLC210,800$6.41M3.9%+7.9%0.374%
11/2/2024RKL Wealth Management LLC26,250$799K0.1%-25.3%0.047%
11/1/2024Atria Investments Inc6,793$207K0.0%N/A0.012%
11/1/2024First Personal Financial Services205,256$6.25M1.3%-0.7%0.365%
10/31/2024Montecito Bank & Trust121,961$3.71M0.6%-8.3%0.217%
10/30/2024 Radnor Capital Management LLC24,000$731K0.1%+100.0%0.043%
10/29/2024IAG Wealth Partners LLC340,329$10.36M1.9%-1.7%0.604%
10/28/2024Focus Financial Network Inc.291,788$8.88M0.4%+2.0%0.518%
10/25/2024GSB Wealth Management LLC17,519$533K0.1%+9.8%0.031%
10/25/2024 Mutual Advisors LLC46,032$1.36M0.0%+10.1%0.082%
10/25/2024Lodestar Private Asset Management LLC711,030$21.64M2.8%+1.0%1.263%
10/25/2024Valmark Advisers Inc.144,472$4.40M0.1%-0.9%0.257%
10/24/2024Bristlecone Advisors LLC21,298$648K0.1%-20.2%0.038%
10/24/2024 Wealth Enhancement Advisory Services LLC790,744$24.07M0.1%-5.2%1.405%
10/23/2024 Dakota Wealth Management21,245$647K0.0%-78.7%0.038%
10/22/2024Private Advisor Group LLC373,733$11.38M0.1%+5.7%0.664%
10/22/2024Sequoia Financial Advisors LLC554,929$16.89M0.2%-2.9%0.986%
10/21/2024 Courage Miller Partners LLC192,772$5.87M2.0%-0.3%0.342%
10/21/2024Sharkey Howes & Javer23,364$711K0.1%-87.0%0.041%
10/18/2024Alpha Financial Advisors LLC7,652$233K0.1%-6.3%0.014%
10/18/2024 Capital Investment Advisors LLC120,302$3.66M0.1%-4.0%0.214%
10/16/2024Global Retirement Partners LLC23,205$706K0.0%-21.9%0.041%
10/16/2024Hengehold Capital Management LLC1,187,430$36.15M3.4%+0.5%2.109%
10/16/2024Opal Wealth Advisors LLC101,016$3.08M1.0%+3.5%0.179%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC1,205,859$36.71M0.8%-0.2%2.142%
10/11/2024Creative Planning45,765$1.39M0.0%+36.4%0.081%
10/11/2024Stegner Investment Associates Inc.14,050$428K0.3%-3.3%0.025%
10/10/2024 Koshinski Asset Management Inc.6,788$207K0.0%N/A0.012%
10/10/2024 Priebe Wealth Holdings LLC84,389$2.57M1.9%+7.9%0.150%
10/10/2024Simplicity Wealth LLC11,875$361K0.0%-49.5%0.021%
10/9/2024 Iowa State Bank29,066$885K0.2%-14.0%0.052%
10/8/2024Towneley Capital Management Inc DE30,499$928K0.2%-10.3%0.054%
10/7/2024Sterling Group Wealth Management LLC150,946$4.60M2.4%+1.0%0.268%
10/7/2024 Fulton Bank N.A.17,000$517K0.0%N/A0.030%
8/21/2024Truist Financial Corp705,393$19.97M0.0%+1.2%1.253%
8/16/2024Northwestern Mutual Wealth Management Co.24,656$698K0.0%+138.9%0.044%
8/16/2024NewEdge Advisors LLC325,530$9.22M0.1%+5.2%0.578%
8/16/2024Creative Planning33,543$950K0.0%-8.6%0.060%
8/14/2024Mill Creek Capital Advisors LLC175,078$4.96M0.1%-7.9%0.311%
8/14/2024Bank of Montreal Can614,992$17.57M0.0%+135.2%1.092%
8/12/2024Mercer Global Advisors Inc. ADV12,045$341K0.0%-21.2%0.021%
8/9/2024Renaissance Technologies LLC27,300$773K0.0%-45.0%0.048%
8/8/2024Envestnet Asset Management Inc.890,055$25.20M0.0%-3.2%1.581%
8/8/2024HBK Sorce Advisory LLC39,773$1.13M0.0%-2.9%0.071%
8/8/2024Abbrea Capital LLC65,124$1.84M0.2%-2.6%0.116%
8/8/2024Wealthgarden F.S. LLC7,399$209K0.2%N/A0.013%
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8/8/2024Wambolt & Associates LLC18,523$525K0.2%-18.7%0.033%
8/8/2024LPL Financial LLC1,120,771$31.73M0.0%+4.3%1.991%
8/7/2024Ashton Thomas Private Wealth LLC1,177$33K0.0%N/A0.002%
8/6/2024Strategic Financial Concepts LLC249,068$71K0.0%+3,121.3%0.442%
8/6/2024Cobblestone Capital Advisors LLC NY526,045$14.89M0.9%-2.3%0.934%
8/6/2024Savant Capital LLC139,451$3.95M0.0%-1.7%0.248%
8/5/2024Private Advisor Group LLC353,692$10.01M0.1%+11.0%0.628%
8/2/2024Foundations Investment Advisors LLC31,985$905K0.0%N/A0.057%
8/1/2024Financial Counselors Inc.112,331$3.18M0.1%+10.2%0.200%
8/1/2024Valmark Advisers Inc.145,759$4.13M0.1%+3.5%0.259%
(Data available from 1/1/2016 forward)

CWI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWI shares?

During the previous two years, 185 institutional investors and hedge funds held shares of SPDR MSCI ACWI ex-US ETF. The most heavily invested institutionals were Bank of America Corp DE ($286.34M), PNC Financial Services Group Inc. ($110.09M), Avantax Planning Partners Inc. ($60.27M), HighTower Advisors LLC ($53.58M), GLOBALT Investments LLC GA ($46.43M), Pitcairn Co. ($35.64M), and Jane Street Group LLC ($33.97M).Learn more on CWI's institutional investors.

Which institutional investors have been buying SPDR MSCI ACWI ex-US ETF stock?

Of the 152 institutional investors that purchased SPDR MSCI ACWI ex-US ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($4.80M), GLOBALT Investments LLC GA ($1.67M), Jane Street Group LLC ($1.32M), HighTower Advisors LLC ($1.17M), Wealth CMT ($1.13M), Avantax Planning Partners Inc. ($1.07M), and Lodestar Private Asset Management LLC ($826.85K).

How much institutional buying is happening at SPDR MSCI ACWI ex-US ETF?

Institutional investors have bought a total of 22,316,035 shares in the last 24 months. This purchase volume represents approximately $580.23M in transactions.

Which SPDR MSCI ACWI ex-US ETF major shareholders have been selling company stock?

Of the 109 institutional investors that sold SPDR MSCI ACWI ex-US ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pitcairn Co. ($1.09M), Truist Financial Corp ($969.86K), Financial Consulate Inc. ($883.65K), Mirae Asset Global Investments Co. Ltd. ($830K), Hengehold Capital Management LLC ($470.74K), Jane Street Group LLC ($425.77K), and Bank of Montreal Can ($383.63K).

How much institutional selling is happening at SPDR MSCI ACWI ex-US ETF?

Institutional investors have sold a total of 9,337,455 shares in the last 24 months. This volume of shares sold represents approximately $247.22M in transactions.



This page (NYSEARCA:CWI) was last updated on 1/21/2025 by MarketBeat.com Staff
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