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

SPDR MSCI ACWI ex-US ETF logo
$28.96 +0.17 (+0.58%)
As of 03:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$321.28M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$123.62M
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CWI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Focus Financial Network Inc.91,467$2.71M0.1%-6.4%0.159%
4/15/2025Simplicity Wealth LLC11,972$354K0.0%N/A0.021%
4/14/2025Farther Finance Advisors LLC2,773$82K0.0%+13,765.0%0.005%
4/14/2025Priebe Wealth Holdings LLC95,531$2.83M1.8%+3.3%0.166%
4/14/2025Capital Investment Advisors LLC115,858$3.43M0.1%-3.5%0.201%
4/10/2025 Chesley Taft & Associates LLC17,380$514K0.0%+22.3%0.030%
4/10/2025 Wealth Alliance Advisory Group LLC463,164$13.70M2.8%N/A0.803%
4/10/2025 SMI Advisory Services LLC17,410$515K0.1%-2.2%0.030%
4/10/2025 Kure Advisory LLC15,762$466K0.4%N/A0.027%
4/9/2025 Fulton Bank N.A.17,000$503K0.0%-2.4%0.029%
4/9/2025 Merit Financial Group LLC276,121$8.17M0.1%+1.5%0.479%
4/9/2025 Baker Tilly Wealth Management LLC19,306$571K0.2%-24.4%0.033%
4/9/2025 Iowa State Bank20,323$601K0.1%-29.7%0.035%
4/8/2025 Investors Research Corp33,527$992K0.2%-3.2%0.058%
4/7/2025 GAMMA Investing LLC11,063$327K0.0%+2,858.0%0.019%
3/17/2025Wealth Enhancement Advisory Services LLC673,315$18.81M0.0%-14.9%1.183%
3/10/2025SpringVest Wealth Management LLC34,164$955K0.8%N/A0.060%
2/18/2025GTS Securities LLC24,037$672K0.0%N/A0.043%
2/18/2025Novem Group99,353$2.78M0.4%N/A0.176%
2/18/202510Elms LLP7,075$198K0.2%N/A0.013%
2/18/2025Focus Partners Advisor Solutions LLC410,028$11.46M0.2%+84.9%0.728%
2/17/2025Security National Bank of SO Dak12,977$363K0.2%N/A0.023%
2/17/2025Main Street Group LTD1,309$37K0.0%-23.3%0.002%
2/17/2025Laraway Financial Advisors Inc39,031$1.09M0.8%-2.1%0.069%
2/17/2025Focus Partners Wealth172,590$4.82M0.0%+3.9%0.307%
2/17/2025Cetera Investment Advisers43,080$1.20M0.0%+5.4%0.077%
2/17/2025Captrust Financial Advisors268,402$7.50M0.0%+7.3%0.477%
2/17/2025Baird Financial Group Inc.403,705$11.28M0.0%+5.6%0.717%
2/17/2025Bank of America Corp DE9,297,276$259.77M0.0%+39.2%16.514%
2/17/2025Ameriprise Financial Inc.225,792$6.30M0.0%+2.7%0.401%
2/14/2025Mercer Global Advisors Inc. ADV10,786$301K0.0%-10.5%0.019%
2/14/2025Jane Street Group LLC133,305$3.73M0.0%-88.1%0.237%
2/14/2025Comerica Bank1,200$34K0.0%-71.5%0.002%
2/14/2025Lido Advisors LLC36,398$1.02M0.0%-0.9%0.065%
2/14/2025Gerber Kawasaki Wealth & Investment Management284,102$7.94M0.3%-4.9%0.505%
2/14/2025Johnson Financial Group Inc.1,625$47K0.0%N/A0.003%
2/14/2025Stifel Financial Corp54,918$1.53M0.0%+31.2%0.098%
2/14/2025Tradition Wealth Management LLC35,314$987K0.1%-1.7%0.063%
2/14/2025Mach 1 Financial Group LLC17,689$494K0.9%-91.6%0.031%
2/14/2025First Trust Advisors LP8,300$232K0.0%N/A0.015%
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2/13/2025Tobias Financial Advisors Inc.195,618$5.47M1.1%-0.2%0.347%
2/13/2025First Commonwealth Financial Corp PA 14,111$394K0.1%+5.6%0.025%
2/13/2025NewEdge Advisors LLC348,762$9.74M0.1%+5.3%0.619%
2/13/2025United Capital Financial Advisors LLC79,433$2.22M0.0%-4.7%0.141%
2/13/2025Mariner LLC164,204$4.59M0.0%+15.2%0.292%
2/13/2025Synovus Financial Corp77,786$2.17M0.0%-29.5%0.138%
2/13/2025Bragg Financial Advisors Inc39,206$1.10M0.0%+31.1%0.070%
2/13/2025Rockefeller Capital Management L.P.49,493$1.38M0.0%+6.4%0.088%
2/13/2025Raymond James Financial Inc.197,062$5.51M0.0%N/A0.350%
2/13/2025Renaissance Group LLC108,215$3.02M0.1%N/A0.192%
2/13/2025Bank of Montreal Can245,166$6.85M0.0%-5.7%0.435%
2/13/2025Cerity Partners LLC87,341$2.44M0.0%-11.8%0.155%
2/13/2025Envestnet Asset Management Inc.590,285$16.49M0.0%+61.3%1.048%
2/13/2025Wells Fargo & Company MN276,015$7.71M0.0%-19.3%0.490%
2/12/2025Pitcairn Co.1,111,899$31.07M1.8%-5.0%1.975%
2/12/2025Meridian Investment Counsel Inc.70,939$1.98M0.6%+2.2%0.126%
2/12/2025Joseph Group Capital Management1,255$35K0.0%+64.3%0.002%
2/12/2025Blair William & Co. IL4,702$131K0.0%+16.2%0.008%
2/12/2025JPMorgan Chase & Co.195,761$5.47M0.0%+794.9%0.348%
2/12/2025Financial Engines Advisors L.L.C.62,248$1.74M0.0%-2.1%0.111%
2/12/2025Financial Counselors Inc.115,097$3.22M0.0%+0.9%0.204%
2/12/2025Wambolt & Associates LLC12,176$340K0.1%-3.4%0.022%
2/11/2025Signature Estate & Investment Advisors LLC496,166$13.86M0.3%-8.9%0.881%
2/11/2025LPL Financial LLC1,382,416$38.63M0.0%+28.1%2.455%
2/11/2025TD Private Client Wealth LLC75,952$2.12M0.1%+329.7%0.135%
2/11/2025Whittier Trust Co. of Nevada Inc.5,889$164K0.0%+20.2%0.010%
2/11/2025Whittier Trust Co.271,327$7.58M0.1%-0.5%0.482%
2/10/2025GLOBALT Investments LLC GA1,497,347$41.84M1.6%-1.8%2.660%
2/10/2025Corient Private Wealth LLC61,607$1.72M0.0%-1.1%0.109%
2/10/2025Commonwealth Equity Services LLC210,766$5.89M0.0%-8.9%0.374%
2/10/2025IAG Wealth Partners LLC333,068$9.31M1.6%-2.1%0.592%
2/10/2025HBK Sorce Advisory LLC38,408$1.07M0.0%-3.3%0.068%
2/7/2025Sequoia Financial Advisors LLC543,197$15.18M0.1%-2.1%0.965%
2/7/2025HighTower Advisors LLC1,805,964$50.46M0.1%+2.6%3.208%
2/7/2025Avantax Planning Partners Inc.1,922,233$53.71M1.9%+18.7%3.414%
2/7/2025Tiemann Investment Advisors LLC114,290$3.19M1.4%-11.2%0.203%
2/7/2025 Rialto Wealth Management LLC1,286$36K0.0%N/A0.002%
2/7/2025PNC Financial Services Group Inc.3,743,196$104.59M0.1%+3.5%6.649%
2/7/2025RKL Wealth Management LLC18,101$506K0.0%-31.0%0.032%
2/6/2025Raymond James Financial Inc.197,062$5.51M0.0%N/A0.350%
2/6/2025Assetmark Inc.2,899$81K0.0%N/A0.005%
2/6/2025Stegner Investment Associates Inc.14,599$408K0.3%+3.9%0.026%
2/6/2025Synergy Investment Management LLC1,690$47K0.0%N/A0.003%
2/6/2025Clal Insurance Enterprises Holdings Ltd770,624$21.53M0.2%+24.1%1.369%
2/5/2025Kohmann Bosshard Financial Services LLC1,400$39K0.0%N/A0.002%
2/5/2025Mitchell Capital Management Co.9,796$274K0.0%-9.8%0.017%
2/5/2025Sharkey Howes & Javer22,047$616K0.1%-5.6%0.039%
2/5/2025Cobblestone Capital Advisors LLC NY511,649$14.30M0.8%-0.4%0.909%
2/4/2025Todd Asset Management LLC13,696$383K0.0%N/A0.024%
2/4/2025Bank of New York Mellon Corp55,408$1.55M0.0%+5.2%0.098%
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2/4/2025Midwest Capital Advisors LLC13,938$389K0.3%N/A0.025%
2/4/2025MONECO Advisors LLC13,882$388K0.0%N/A0.025%
2/4/2025Forvis Mazars Wealth Advisors LLC773,963$21.63M0.5%-2.2%1.375%
2/3/2025Private Advisor Group LLC392,279$10.96M0.1%+5.0%0.697%
1/31/2025Global Retirement Partners LLC24,532$685K0.0%+5.7%0.044%
1/31/20253EDGE Asset Management LP101,127$2.83M0.2%N/A0.180%
1/31/2025Truist Financial Corp695,445$19.43M0.0%-1.2%1.235%
1/31/2025JFS Wealth Advisors LLC6,644$186K0.0%-6.3%0.012%
1/30/2025Valmark Advisers Inc.143,080$4.00M0.1%-1.0%0.254%
1/30/2025Newman Dignan & Sheerar Inc.35,890$1.00M0.3%-1.7%0.064%
(Data available from 1/1/2016 forward)

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CWI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWI shares?

During the previous two years, 208 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 ($259.77M), PNC Financial Services Group Inc. ($104.59M), Avantax Planning Partners Inc. ($53.71M), HighTower Advisors LLC ($50.46M), GLOBALT Investments LLC GA ($41.84M), LPL Financial LLC ($38.63M), and Cliftonlarsonallen Wealth Advisors LLC ($33.92M).Learn more on CWI's institutional investors.

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

Of the 169 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 ($2.62M), GLOBALT Investments LLC GA ($1.67M), Jane Street Group LLC ($1.32M), HighTower Advisors LLC ($1.21M), Wealth CMT ($1.13M), LPL Financial LLC ($1.02M), and Avantax Planning Partners Inc. ($1.02M).

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

Institutional investors have bought a total of 20,394,426 shares in the last 24 months. This purchase volume represents approximately $558.32M in transactions.

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

Of the 116 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: Jane Street Group LLC ($1.41M), Truist Financial Corp ($978.59K), Pitcairn Co. ($922.00K), Financial Consulate Inc. ($883.65K), Hengehold Capital Management LLC ($470.74K), Bank of Montreal Can ($369.83K), and FORVIS Wealth Advisors LLC ($330.35K).

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

Institutional investors have sold a total of 9,170,017 shares in the last 24 months. This volume of shares sold represents approximately $250.22M in transactions.



This page (NYSEARCA:CWI) was last updated on 4/15/2025 by MarketBeat.com Staff
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