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

SPDR MSCI ACWI ex-US ETF logo
$40.44 -0.50 (-1.22%)
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)
150
Total
Institutional Inflows
(last 12 months)
$446.26M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$145.55M
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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
6/3/2026 NewEdge Advisors LLC364,227$13.33M0.0%+0.2%0.535%
5/19/2026 Western Wealth Management LLC22,543$825K0.0%+32.3%0.033%
5/19/2026 NewEdge Advisors LLC361,783$13.24M0.3%-0.4%0.531%
5/19/2026 Bank of America Corp DE8,835,784$323.30M0.0%-14.6%12.975%
5/18/2026 Royal Bank of Canada38,608$1.41M0.0%+8.2%0.057%
5/15/2026 Matrix Private Capital Group LLC6,800$249K0.1%N/A0.010%
5/15/2026 Waverly Advisors LLC307,922$11.27M0.1%+3.2%0.452%
5/14/2026 Sei Investments Co.54,173$1.98M0.0%N/A0.080%
5/14/2026 Lido Advisors LLC42,111$1.54M0.0%+15.6%0.062%
5/12/2026 Clal Insurance Enterprises Holdings Ltd438,879$16.06M0.1%-15.0%0.644%
5/8/2026 PNC Financial Services Group Inc.4,580,294$167.59M0.1%+2.6%6.726%
5/8/2026 Cassaday & Co Wealth Management LLC960$35K0.0%N/A0.001%
5/6/2026 Main Street Group LTD1,283$47K0.0%N/A0.002%
5/5/2026 Avantax Planning Partners Inc.2,300,372$84.17M2.3%+1.6%3.378%
5/4/2026 Sterling Group Wealth Management LLC155,882$5.70M2.7%-0.3%0.229%
5/2/2026 Valmark Advisers Inc.150,801$5.52M0.1%+4.1%0.221%
5/1/2026 Midwest Trust Co129,674$4.75M0.1%+0.4%0.190%
5/1/2026 Fifth Third Bancorp1,153$42K0.0%N/A0.002%
5/1/2026 Sequoia Financial Advisors LLC365,888$13.39M0.1%-1.4%0.537%
5/1/2026 DMC Group LLC8,226$301K0.2%+31.2%0.012%
4/30/2026 Kestra Advisory Services LLC123,223$4.51M0.0%+66.6%0.181%
4/29/2026 Cvfg LLC173,756$6.36M0.8%-1.2%0.255%
4/29/2026 Meitav Investment House Ltd.52,526$1.92M0.0%+89.7%0.077%
4/27/2026 BIP Wealth LLC7,721$283K0.0%+4.4%0.011%
4/27/2026 Lodestar Private Asset Management LLC856,984$31.36M3.1%+2.8%1.258%
4/27/2026 Private Advisor Group LLC596,375$21.82M0.1%+2.5%0.876%
4/24/2026 Midwest Capital Advisors LLC20,141$737K0.3%+16.2%0.030%
4/24/2026 Kagan Cocozza Asset Management21,103$772K0.5%-1.6%0.031%
4/23/2026 Portus Wealth Advisors LLC279,845$10.24M9.6%+16.7%0.411%
4/23/2026 Apollon Wealth Management LLC28,634$1.05M0.0%-25.1%0.042%
4/22/2026 Janney Montgomery Scott LLC9,079$332K0.0%+3.8%0.013%
4/20/2026 Blue Trust Inc.858$31K0.0%-26.9%0.001%
4/18/2026 HHM Wealth Advisors LLC59,574$2.18M0.3%-4.3%0.087%
4/16/2026 CWC Advisors LLC.138,560$5.07M2.4%+0.9%0.203%
4/16/2026 Montecito Bank & Trust130,849$4.79M0.8%+4.6%0.192%
3/17/2026 Rockefeller Capital Management L.P.52,879$1.90M0.0%+2.5%0.080%
3/9/2026 Corient Private Wealth LLC45,869$1.65M0.0%-2.7%0.069%
2/27/2026 Financially in Tune LLC23,711$852K0.8%N/A0.036%
2/23/2026 Virtu Financial LLC12,905$464K0.0%N/A0.020%
2/19/2026 Rare Wolf Capital LLC21,298$765K0.5%N/A0.032%
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2/19/2026 Corient Private Wealth LLC45,869$1.56M0.0%-2.7%0.069%
2/18/2026 EP Wealth Advisors LLC7,258$261K0.0%N/A0.011%
2/18/2026 NewEdge Advisors LLC363,325$13.05M0.0%+4.0%0.550%
2/18/2026 VestGen Advisors LLC19,726$709K0.0%-89.3%0.030%
2/18/2026 Millennium Management LLC5,812$209K0.0%N/A0.009%
2/17/2026 AQR Capital Management LLC78,800$2.83M0.0%N/A0.119%
2/17/2026 Cetera Investment Advisers80,836$2.90M0.0%+1.7%0.122%
2/17/2026 Equitable Holdings Inc.92,790$3.33M0.0%+112.0%0.140%
2/17/2026 Osaic Holdings Inc.157,737$5.67M0.0%+33.5%0.239%
2/17/2026 Private Advisor Group LLC582,015$20.91M0.1%+3.8%0.881%
2/17/2026 Captrust Financial Advisors626,658$22.51M0.0%+293.2%0.948%
2/17/2026 Royal Bank of Canada35,670$1.28M0.0%+15.9%0.054%
2/17/2026 Blair William & Co. IL11,938$429K0.0%-6.7%0.018%
2/16/2026 Tobias Financial Advisors Inc.190,435$6.84M1.0%-0.2%0.288%
2/16/2026 Mariner LLC156,467$5.62M0.0%-0.3%0.237%
2/16/2026 Mill Creek Capital Advisors LLC340,704$12.24M0.2%+0.1%0.515%
2/16/2026Nicolet Advisory Services LLC73,730$2.76M0.2%N/A0.112%
2/16/2026 Focus Partners Wealth136,483$4.90M0.0%-0.4%0.206%
2/16/2026 10Elms LLP3,833$138K0.1%-21.5%0.006%
2/13/2026 Jacobi Capital Management LLC602,516$21.64M1.3%+3.6%0.912%
2/13/2026 Kestra Advisory Services LLC73,980$2.66M0.0%+19.5%0.112%
2/13/2026 Johnson Investment Counsel Inc.13,003$467K0.0%+85.7%0.020%
2/13/2026 Stifel Financial Corp45,530$1.64M0.0%-0.9%0.069%
2/13/2026 Bragg Financial Advisors Inc31,341$1.13M0.0%-5.3%0.047%
2/13/2026 OpenArc Corporate Advisory LLC6,148$221K0.0%N/A0.009%
2/13/2026 Wells Fargo & Company MN184,796$6.64M0.0%+0.2%0.280%
2/13/2026 Tiemann Investment Advisors LLC109,702$3.94M1.5%-0.5%0.166%
2/13/2026 Gerber Kawasaki Wealth & Investment Management432,437$15.53M0.5%+4.9%0.654%
2/12/2026 Brooklyn Investment Group11,373$410K0.0%+13.2%0.017%
2/12/2026 Commonwealth Equity Services LLC181,750$6.53M0.0%-4.1%0.275%
2/12/2026 Ironsides Asset Advisors LLC82,334$2.96M0.7%+816.3%0.125%
2/12/2026CIBC Private Wealth Group LLC4,456$160K0.0%+212.9%0.007%
2/12/2026 Wilmington Savings Fund Society FSB431,430$15.50M0.4%+0.2%0.653%
2/12/2026 Bank of Montreal Can264,007$9.48M0.0%+5.1%0.399%
2/11/2026 Renaissance Group LLC11,702$420K0.0%N/A0.018%
2/11/2026 Janney Montgomery Scott LLC8,745$314K0.0%+10.4%0.013%
2/11/2026 Focus Partners Advisor Solutions LLC438,792$15.76M0.2%+5.2%0.664%
2/11/2026 Cerity Partners LLC81,418$2.93M0.0%+2.4%0.123%
2/11/2026 LPL Financial LLC1,646,352$59.14M0.0%+7.1%2.491%
2/11/2026 JPMorgan Chase & Co.200,747$7.21M0.0%-0.1%0.304%
2/11/2026 Tradition Wealth Management LLC38,074$1.37M0.1%+1.4%0.058%
2/11/2026 Wealthgarden F.S. LLC6,548$247K0.2%-5.3%0.010%
2/11/2026 Clarity Capital Advisors LLC15,388$553K0.3%N/A0.023%
2/10/2026 Goldman Sachs Group Inc.69,349$2.49M0.0%+187.6%0.105%
2/10/2026 IAG Wealth Partners LLC272,251$9.78M1.1%-5.3%0.412%
2/10/2026 Mitchell Capital Management Co.10,276$369K0.1%-6.0%0.016%
2/10/2026 WASHINGTON TRUST Co5,700$205K0.0%N/A0.009%
2/10/2026 Basepoint Wealth LLC2,505$90K0.1%N/A0.004%
2/10/2026 Northwestern Mutual Wealth Management Co.43,331$1.56M0.0%+10.8%0.066%
2/10/2026 Savant Capital LLC110,868$3.98M0.0%-10.1%0.168%
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2/9/2026 Bleakley Financial Group LLC12,097$435K0.0%N/A0.018%
2/9/2026 HBK Sorce Advisory LLC28,227$1.09M0.0%-5.4%0.043%
2/9/2026 Hantz Financial Services Inc.319,480$11.48M0.2%+2.6%0.483%
2/9/2026 Todd Asset Management LLC11,272$405K0.0%N/A0.017%
2/9/2026 First National Trust Co5,918$213K0.0%-22.8%0.009%
2/6/2026 Cvfg LLC175,930$6.32M4.3%+4.2%0.266%
2/6/2026 Van Hulzen Asset Management LLC5,826$209K0.0%N/A0.009%
2/6/2026 Signature Estate & Investment Advisors LLC553,488$19.88M0.4%-0.8%0.837%
2/6/2026Global Retirement Partners LLC28,032$1.01M0.0%+14.7%0.042%
2/6/2026 Mach 1 Financial Group LLC241,519$8.68M1.8%N/A0.365%


CWI Institutional Ownership - Frequently Asked Questions

During the previous two years, 252 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 ($323.30M), PNC Financial Services Group Inc. ($167.59M), Merit Financial Group LLC ($114.44M), Avantax Planning Partners Inc. ($84.17M), HighTower Advisors LLC ($63.05M), LPL Financial LLC ($59.14M), and GLOBALT Investments LLC GA ($50.73M).Learn more on SPDR MSCI ACWI ex-US ETF's institutional investors.

Of the 211 institutional investors that purchased SPDR MSCI ACWI ex-US ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Merit Financial Group LLC ($5.49M), Bank of America Corp DE ($3.25M), Jane Street Group LLC ($1.40M), Mirae Asset Global Investments Co. Ltd. ($1.24M), PNC Financial Services Group Inc. ($1.06M), 3EDGE Asset Management LP ($1.03M), and Clal Insurance Enterprises Holdings Ltd ($781.42K).

Institutional investors have bought a total of 12,748,336 shares in the last 24 months. This purchase volume represents approximately $446.26M in transactions.

Of the 101 institutional investors that sold SPDR MSCI ACWI ex-US ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($1.51M), Pitcairn Co. ($351.33K), Clal Insurance Enterprises Holdings Ltd ($342.55K), Atlas Private Wealth Advisors ($271.87K), VestGen Advisors LLC ($165.00K), Sequoia Financial Advisors LLC ($160.98K), and Avantax Planning Partners Inc. ($129.76K).

Institutional investors have sold a total of 4,146,736 shares in the last 24 months. This volume of shares sold represents approximately $145.55M in transactions.



This page (NYSEARCA:CWI) was last updated on 6/3/2026 by MarketBeat.com Staff.
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