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

SPDR MSCI ACWI ex-US ETF logo
$29.28
+0.07 (+0.24%)
(As of 12:49 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$228.41M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$73.77M
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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
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%
10/31/2024 Montecito Bank & Trust121,961$3.71M0.6%-8.3%0.217%
10/30/2024 Radnor Capital Management LLC24,000$731K0.1%+100.0%0.043%
10/29/2024 IAG Wealth Partners LLC340,329$10.36M1.9%-1.7%0.604%
10/28/2024 Focus Financial Network Inc.291,788$8.88M0.4%+2.0%0.518%
10/25/2024 GSB Wealth Management LLC17,519$533K0.1%+9.8%0.031%
10/25/2024 Mutual Advisors LLC46,032$1.36M0.0%+10.1%0.082%
10/25/2024 Lodestar Private Asset Management LLC711,030$21.64M2.8%+1.0%1.263%
10/25/2024 Valmark Advisers Inc.144,472$4.40M0.1%-0.9%0.257%
10/24/2024 Bristlecone 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%
10/22/2024 Private Advisor Group LLC373,733$11.38M0.1%+5.7%0.664%
10/22/2024 Sequoia 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%
10/21/2024 Sharkey Howes & Javer23,364$711K0.1%-87.0%0.041%
10/18/2024Alpha Financial Advisors LLC7,652$233K0.1%-6.3%0.014%
10/18/2024Capital Investment Advisors LLC120,302$3.66M0.1%-4.0%0.214%
10/16/2024 Global Retirement Partners LLC23,205$706K0.0%-21.9%0.041%
10/16/2024 Hengehold Capital Management LLC1,187,430$36.15M3.4%+0.5%2.109%
10/16/2024 Opal 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%
10/11/2024 Creative Planning45,765$1.39M0.0%+36.4%0.081%
10/11/2024 Stegner 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%
10/10/2024 Simplicity Wealth LLC11,875$361K0.0%-49.5%0.021%
10/9/2024 Iowa State Bank29,066$885K0.2%-14.0%0.052%
10/8/2024 Towneley Capital Management Inc DE30,499$928K0.2%-10.3%0.054%
10/7/2024 Sterling 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%
8/16/2024 Creative 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%
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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%
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%
8/5/2024 Private Advisor Group LLC353,692$10.01M0.1%+11.0%0.628%
8/2/2024 Foundations Investment Advisors LLC31,985$905K0.0%N/A0.057%
8/1/2024Financial Counselors Inc.112,331$3.18M0.1%+10.2%0.200%
8/1/2024 Valmark Advisers Inc.145,759$4.13M0.1%+3.5%0.259%
7/31/2024Commonwealth Equity Services LLC222,375$6.30M0.0%+1.5%0.395%
7/30/2024Hantz Financial Services Inc.308,718$8.74M0.2%+10.9%0.548%
7/30/2024 Lodestar Private Asset Management LLC704,117$19.93M2.7%+0.1%1.251%
7/30/2024First Personal Financial Services206,717$5.85M1.3%+0.9%0.367%
7/29/2024Banco Santander S.A.11,159$316K0.0%-5.5%0.020%
7/29/2024 Whittier Trust Co.272,752$7.72M0.1%-0.7%0.484%
7/26/2024 Walkner Condon Financial Advisors LLC134,696$3.81M0.8%+8.6%0.239%
7/26/2024Signature Estate & Investment Advisors LLC521,680$14.77M0.4%+6.8%0.927%
7/26/2024Bank of New York Mellon Corp52,415$1.48M0.0%+4.6%0.093%
7/25/2024 Courage Miller Partners LLC193,405$5.48M2.0%+0.4%0.344%
7/23/2024Alpha Financial Advisors LLC8,168$231K0.1%-9.3%0.015%
7/23/2024 Towneley Capital Management Inc DE33,998$962K0.2%-19.7%0.060%
7/23/2024 Iowa State Bank33,779$956K0.2%-3.1%0.060%
7/22/2024 Masso Torrence Wealth Management Inc.35,417$1.00M0.6%+13.1%0.063%
7/22/2024 Focus Financial Network Inc.286,116$8.34M0.3%+2.1%0.508%
7/22/2024 Dakota Wealth Management99,889$2.83M0.1%-1.5%0.177%
7/19/2024 Chesley Taft & Associates LLC13,024$369K0.0%-21.0%0.023%
7/19/2024Raymond James & Associates50,576$1.43M0.0%+411.2%0.090%
7/17/2024 Montecito Bank & Trust133,030$3.77M0.8%-8.2%0.236%
7/17/2024 Priebe Wealth Holdings LLC78,199$2.21M1.8%+12.5%0.139%
7/17/2024 Sharkey Howes & Javer180,331$5.11M0.8%-6.1%0.320%
7/17/2024 Hengehold Capital Management LLC1,181,081$33.44M3.5%-1.6%2.098%
7/17/2024 IAG Wealth Partners LLC346,053$9.80M2.0%-1.1%0.615%
7/16/2024 Wealth Enhancement Advisory Services LLC834,211$23.62M0.1%-8.4%1.482%
7/16/2024 Sequoia Financial Advisors LLC571,466$16.18M0.2%-11.8%1.015%
7/16/2024 Sterling Group Wealth Management LLC149,409$4.23M2.4%N/A0.265%
7/15/2024Newman Dignan & Sheerar Inc.35,241$998K0.3%+2.1%0.063%
7/15/2024 SMI Advisory Services LLC18,224$525K0.1%-2.9%0.032%
7/12/2024 Opal Wealth Advisors LLC97,582$2.76M0.9%+3.4%0.173%
7/12/2024Capital Investment Advisors LLC125,272$3.55M0.1%-6.8%0.223%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC1,207,777$34.19M0.7%+2.2%2.145%
7/10/2024 Simplicity Wealth LLC23,498$665K0.0%+6.8%0.042%
5/16/2024Jane Street Group LLC1,910,919$54.27M0.0%+221.5%3.394%
5/14/2024First Commonwealth Financial Corp PA13,365$380K0.1%-3.8%0.024%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
5/14/2024OLD Mission Capital LLC392,164$11.14M0.2%N/A0.697%
5/14/2024Tiemann Investment Advisors LLC128,805$3.66M1.6%-0.6%0.229%
5/14/2024Pitcairn Co.1,201,556$34.12M2.2%-0.1%2.134%
5/13/2024Signature Estate & Investment Advisors LLC488,421$13.87M0.4%N/A0.868%
5/10/2024TIAA Trust National Association17,707$503K0.0%-7.1%0.031%
5/10/2024Banco Santander S.A.11,805$335K0.0%-28.4%0.021%
5/9/2024HBK Sorce Advisory LLC40,974$1.16M0.0%-4.0%0.073%
5/7/2024Abbrea Capital LLC66,859$1.90M0.3%-4.3%0.119%
5/7/2024Hantz Financial Services Inc.278,389$7.91M2.6%-2.1%0.494%
5/6/2024Mitchell Capital Management Co.14,056$399K0.1%-33.7%0.025%
(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, 182 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. ($85.23M), Avantax Planning Partners Inc. ($60.27M), Jane Street Group LLC ($54.27M), GLOBALT Investments LLC GA ($46.29M), Synovus Financial Corp ($44.53M), and Cliftonlarsonallen Wealth Advisors LLC ($36.71M).Learn more on CWI's institutional investors.

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

Of the 151 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), Cliftonlarsonallen Wealth Advisors LLC ($1.31M), Wealth CMT ($1.24M), HighTower Advisors LLC ($1.17M), and Avantax Planning Partners Inc. ($1.07M).

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

Institutional investors have bought a total of 23,503,319 shares in the last 24 months. This purchase volume represents approximately $597.72M in transactions.

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

Of the 107 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. ($1.06M), Truist Financial Corp ($969.86K), Financial Consulate Inc. ($883.65K), Mirae Asset Global Investments Co. Ltd. ($830K), Hengehold Capital Management LLC ($684.94K), Iowa State Bank ($360.76K), 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 9,002,338 shares in the last 24 months. This volume of shares sold represents approximately $231.66M in transactions.



This page (NYSEARCA:CWI) was last updated on 11/4/2024 by MarketBeat.com Staff
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