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

SPDR MSCI ACWI ex-US ETF logo
$30.31 -0.08 (-0.26%)
As of 05/1/2025 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)
116
Total
Institutional Inflows
(last 12 months)
$353.97M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$113.95M
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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
5/1/20253EDGE 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%
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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%
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%
4/7/2025 GAMMA Investing LLC11,063$327K0.0%+2,858.0%0.019%
3/17/2025 Wealth 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%
2/18/2025 Novem 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%
2/17/2025 Security 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%
2/13/2025Tobias Financial Advisors Inc.195,618$5.47M1.1%-0.2%0.347%
2/13/2025First Commonwealth Financial Corp PA14,111$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%
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2/13/2025 Cerity Partners LLC87,341$2.44M0.0%-11.8%0.155%
2/13/2025 Envestnet 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%
2/12/2025 Meridian Investment Counsel Inc.70,939$1.98M0.6%+2.2%0.126%
2/12/2025 Joseph 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%
2/12/2025 Financial Counselors Inc.115,097$3.22M0.0%+0.9%0.204%
(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, 209 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. ($61.36M), HighTower Advisors LLC ($50.46M), GLOBALT Investments LLC GA ($41.84M), LPL Financial LLC ($38.63M), 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 170 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), Avantax Planning Partners Inc. ($1.17M), Wealth CMT ($1.13M), and LPL Financial LLC ($1.02M).

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

Institutional investors have bought a total of 21,283,028 shares in the last 24 months. This purchase volume represents approximately $586.15M in transactions.

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

Of the 115 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 ($477.70K), 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 8,517,655 shares in the last 24 months. This volume of shares sold represents approximately $234.17M in transactions.



This page (NYSEARCA:CWI) was last updated on 5/2/2025 by MarketBeat.com Staff
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