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

SPDR MSCI ACWI ex-US ETF logo
$31.88 -0.47 (-1.45%)
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)
125
Total
Institutional Inflows
(last 12 months)
$347.58M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$133.81M
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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
6/6/2025 Blue Oak Capital LLC11,509$340K0.2%N/A0.020%
5/21/2025 Geneos Wealth Management Inc.1,453$43K0.0%-30.3%0.003%
5/20/2025 Focus Partners Wealth150,001$4.44M0.0%-13.1%0.259%
5/19/2025 Jane Street Group LLC835,611$24.72M0.0%+526.8%1.443%
5/16/2025 Signature Estate & Investment Advisors LLC569,021$16.83M0.4%+14.7%0.983%
5/16/2025 Goldman Sachs Group Inc.77,576$2.30M0.0%+180.0%0.134%
5/16/2025 NewEdge Advisors LLC336,594$9.96M0.1%-3.5%0.581%
5/15/2025 EP Wealth Advisors LLC6,730$199K0.0%N/A0.012%
5/15/2025 Royal Bank of Canada64,430$1.91M0.0%+122.5%0.111%
5/15/2025 Baird Financial Group Inc.423,027$12.51M0.0%+4.8%0.731%
5/15/2025 Gerber Kawasaki Wealth & Investment Management273,384$8.09M0.4%-3.8%0.472%
5/14/2025 Jane Street Group LLC835,611$24.72M0.0%+526.8%1.443%
5/14/2025 Synovus Financial Corp86,117$2.55M0.0%+10.7%0.149%
5/14/2025 Northwestern Mutual Wealth Management Co.35,723$1.06M0.0%+18.0%0.062%
5/14/2025 Kestra Advisory Services LLC33,791$1M0.0%-14.9%0.058%
5/14/2025 Bragg Financial Advisors Inc35,558$1.05M0.0%-9.3%0.061%
5/14/2025 Tiemann Investment Advisors LLC113,218$3.35M1.5%-0.9%0.196%
5/14/2025 Tradition Wealth Management LLC36,814$1.09M0.1%+4.2%0.064%
5/14/2025 Laraway Financial Advisors Inc37,984$1.12M0.9%-2.7%0.066%
5/13/2025 Mill Creek Capital Advisors LLC212,576$6.29M0.2%+27.1%0.367%
5/13/2025 Freestone Capital Holdings LLC62,525$1.85M0.1%+4.7%0.108%
5/13/2025 Raymond James Financial Inc.200,408$5.93M0.0%+1.7%0.346%
5/13/2025 Forvis Mazars Wealth Advisors LLC711,608$21.05M0.5%-8.1%1.229%
5/13/2025 Clal Insurance Enterprises Holdings Ltd781,424$23.12M0.2%+1.4%1.350%
5/13/2025 HighTower Advisors LLC1,856,130$54.90M0.1%+2.8%3.206%
5/12/2025 Financial Engines Advisors L.L.C.60,538$1.79M0.0%-2.7%0.105%
5/12/2025 Cobblestone Capital Advisors LLC NY501,498$14.83M0.8%-2.0%0.866%
5/12/2025 Virtu Financial LLC10,391$307K0.0%N/A0.018%
5/12/2025 Wambolt & Associates LLC11,759$349K0.1%-3.4%0.020%
5/9/2025 Blair William & Co. IL4,058$120K0.0%-13.7%0.007%
5/9/2025 PNC Financial Services Group Inc.3,858,407$114.13M0.1%+3.1%6.664%
5/8/2025 First National Trust Co7,668$227K0.0%N/A0.013%
5/8/2025 Eastern Bank105,321$3.12M0.1%-81.3%0.182%
5/7/2025 LPL Financial LLC1,319,875$39.04M0.0%-4.5%2.280%
5/7/2025 GLOBALT Investments LLC GA1,469,899$43.48M1.8%-1.8%2.539%
5/6/2025 AE Wealth Management LLC4,353$129K0.0%+6,397.0%0.008%
5/5/2025 Midwest Capital Advisors LLC16,412$485K0.3%+17.8%0.028%
5/5/2025 Stegner Investment Associates Inc.13,017$385K0.3%-10.8%0.022%
5/5/2025 Private Advisor Group LLC464,854$13.75M0.1%+18.5%0.803%
5/5/2025 Nwam LLC8,945$265K0.0%N/A0.015%
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5/2/2025 Wealthgarden F.S. LLC7,028$208K0.2%N/A0.012%
5/2/2025 Whittier Trust Co.265,465$7.85M0.1%-2.2%0.458%
5/2/2025 Dakota Wealth Management9,124$270K0.0%-32.3%0.016%
5/2/2025 Lokken Investment Group LLC11,857$351K0.1%N/A0.020%
5/2/2025 Apollon Wealth Management LLC41,434$1.23M0.0%-9.2%0.072%
5/2/2025 Arcadia Investment Advisors LLC385,730$11.41M6.4%+1.0%0.666%
5/2/2025 Signaturefd LLC8,695$257K0.0%+357.6%0.015%
5/1/2025 3EDGE Asset Management LP144,690$4.31M0.3%+43.1%0.250%
4/30/2025 Sharkey Howes & Javer16,806$497K0.1%-23.8%0.029%
4/30/2025 Cerity Partners LLC86,448$2.56M0.0%-1.0%0.149%
4/30/2025 Highview Capital Management LLC DE 10,541$312K0.1%-13.4%0.018%
4/29/2025 Financial Counselors Inc.122,393$3.62M0.1%+6.3%0.211%
4/29/2025 TD Private Client Wealth LLC99,982$2.96M0.1%+31.6%0.173%
4/29/2025 Envestnet Asset Management Inc.613,958$18.16M0.0%+4.0%1.060%
4/29/2025 Meridian Investment Counsel Inc.72,039$2.13M0.6%+1.6%0.124%
4/29/2025 Bank of New York Mellon Corp29,057$859K0.0%-47.6%0.050%
4/29/2025 Avantax Planning Partners Inc.2,074,367$61.36M2.2%+7.9%3.583%
4/29/2025 Courage Miller Partners LLC197,188$5.83M2.0%+2.1%0.341%
4/29/2025 Goelzer Investment Management Inc.10,785$319K0.0%N/A0.019%
4/28/2025 Mutual Advisors LLC75,433$2.27M0.1%+16.4%0.130%
4/28/2025 Strategic Financial Concepts LLC8,317$246K0.0%-10.0%0.014%
4/28/2025 Novem Group102,207$3.02M0.4%+2.9%0.177%
4/28/2025 Sterling Group Wealth Management LLC160,763$4.76M2.6%+4.2%0.278%
4/28/2025 RKL Wealth Management LLC15,544$460K0.0%-14.1%0.027%
4/25/2025 Lodestar Private Asset Management LLC747,201$22.10M2.8%+0.9%1.291%
4/25/2025 Koshinski Asset Management Inc.6,788$201K0.0%N/A0.012%
4/24/2025 CWC Advisors LLC.125,494$3.71M2.1%N/A0.217%
4/24/2025 Tsfg LLC1,969$58K0.0%N/A0.003%
4/24/2025 3Chopt Investment Partners LLC22,696$671K0.2%N/A0.039%
4/24/2025 Mirae Asset Global Investments Co. Ltd.423,520$12.62M0.0%N/A0.731%
4/23/2025 Sequoia Financial Advisors LLC526,868$15.59M0.1%-3.0%0.913%
4/23/2025 Cvfg LLC154,431$4.57M4.2%+7.4%0.268%
4/23/2025 Valmark Advisers Inc.144,320$4.27M0.1%+0.9%0.250%
4/22/2025 Masso Torrence Wealth Management Inc.27,606$817K0.4%-15.8%0.048%
4/22/2025 Center For Asset Management LLC7,096$210K0.1%N/A0.012%
4/21/2025 Brady Martz Wealth Solutions LLC186,156$5.51M1.2%+0.8%0.323%
4/18/2025 GSB Wealth Management LLC18,086$535K0.1%+3.0%0.031%
4/17/2025 Montecito Bank & Trust124,481$3.68M0.7%-2.4%0.216%
4/17/2025 Janney Montgomery Scott LLC7,919$234K0.0%-21.5%0.014%
4/17/2025 Hengehold Capital Management LLC1,141,745$33.77M3.2%-0.6%1.979%
4/17/2025 Pinion Investment Advisors LLC6,979$206K0.0%N/A0.012%
4/17/2025 Atlas Private Wealth Advisors544,401$16.10M2.2%+220.2%0.944%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC1,188,221$35.15M0.7%-2.1%2.059%
4/16/2025 Opal Wealth Advisors LLC133,355$3.95M1.2%+12.0%0.231%
4/16/2025 IAG Wealth Partners LLC315,594$9.34M1.5%-5.2%0.547%
4/16/2025 Wealth Enhancement Advisory Services LLC598,954$17.72M0.0%-11.0%1.038%
4/15/2025 Focus Financial Network Inc.91,467$2.71M0.1%-6.4%0.159%
4/15/2025 Simplicity Wealth LLC11,972$354K0.0%N/A0.021%
4/14/2025 Farther Finance Advisors LLC2,773$82K0.0%+13,765.0%0.005%
4/14/2025 Priebe Wealth Holdings LLC95,531$2.83M1.8%+3.3%0.166%
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4/14/2025 Capital 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%
(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, 216 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. ($114.13M), Avantax Planning Partners Inc. ($61.36M), HighTower Advisors LLC ($54.90M), GLOBALT Investments LLC GA ($43.48M), LPL Financial LLC ($39.04M), and Cliftonlarsonallen Wealth Advisors LLC ($35.15M).Learn more on CWI's institutional investors.

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

Of the 175 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: Jane Street Group LLC ($2.72M), Bank of America Corp DE ($2.62M), GLOBALT Investments LLC GA ($1.67M), HighTower Advisors LLC ($1.26M), Avantax Planning Partners Inc. ($1.17M), Wealth CMT ($1.13M), and LPL Financial LLC ($970.94K).

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

Institutional investors have bought a total of 22,653,112 shares in the last 24 months. This purchase volume represents approximately $629.02M in transactions.

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

Of the 118 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), Pitcairn Co. ($922.00K), Financial Consulate Inc. ($883.65K), Hengehold Capital Management LLC ($477.70K), Eastern Bank ($458.48K), Bank of Montreal Can ($369.83K), and Wealth Enhancement Advisory Services LLC ($350.43K).

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

Institutional investors have sold a total of 7,954,016 shares in the last 24 months. This volume of shares sold represents approximately $222.35M in transactions.



This page (NYSEARCA:CWI) was last updated on 6/13/2025 by MarketBeat.com Staff
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