Free Trial

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

SPDR MSCI ACWI ex-US ETF logo
$39.34 +0.47 (+1.21%)
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)
152
Total
Institutional Inflows
(last 12 months)
$493.62M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$107.73M
Get CWI Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR MSCI ACWI ex-US ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026 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%
3/17/2026Rockefeller Capital Management L.P.52,879$1.90M0.0%+2.5%0.080%
3/9/2026Corient Private Wealth LLC45,869$1.65M0.0%-2.7%0.069%
2/27/2026 Financially in Tune LLC23,711$852K0.8%N/A0.036%
2/23/2026Virtu Financial LLC12,905$464K0.0%N/A0.020%
2/19/2026Rare Wolf Capital LLC21,298$765K0.5%N/A0.032%
2/19/2026Corient Private Wealth LLC45,869$1.56M0.0%-2.7%0.069%
2/18/2026EP Wealth Advisors LLC7,258$261K0.0%N/A0.011%
2/18/2026NewEdge Advisors LLC363,325$13.05M0.0%+4.0%0.550%
2/18/2026VestGen Advisors LLC19,726$709K0.0%-89.3%0.030%
2/18/2026Millennium Management LLC5,812$209K0.0%N/A0.009%
2/17/2026AQR Capital Management LLC78,800$2.83M0.0%N/A0.119%
2/17/2026Cetera Investment Advisers80,836$2.90M0.0%+1.7%0.122%
2/17/2026Equitable Holdings Inc.92,790$3.33M0.0%+112.0%0.140%
2/17/2026Osaic 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%
2/17/2026Captrust Financial Advisors626,658$22.51M0.0%+293.2%0.948%
2/17/2026Royal Bank of Canada35,670$1.28M0.0%+15.9%0.054%
2/17/2026Blair William & Co. IL11,938$429K0.0%-6.7%0.018%
2/16/2026Tobias Financial Advisors Inc.190,435$6.84M1.0%-0.2%0.288%
2/16/2026Mariner LLC156,467$5.62M0.0%-0.3%0.237%
2/16/2026Mill 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%
2/16/2026Focus Partners Wealth136,483$4.90M0.0%-0.4%0.206%
2/16/202610Elms LLP3,833$138K0.1%-21.5%0.006%
2/13/2026Jacobi 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%
2/13/2026Stifel Financial Corp45,530$1.64M0.0%-0.9%0.069%
2/13/2026Bragg Financial Advisors Inc31,341$1.13M0.0%-5.3%0.047%
2/13/2026OpenArc Corporate Advisory LLC6,148$221K0.0%N/A0.009%
2/13/2026Wells Fargo & Company MN184,796$6.64M0.0%+0.2%0.280%
2/13/2026Tiemann Investment Advisors LLC109,702$3.94M1.5%-0.5%0.166%
2/13/2026Gerber 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%
2/12/2026Ironsides 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%
2/12/2026Bank of Montreal Can264,007$9.48M0.0%+5.1%0.399%
2/11/2026Renaissance Group LLC11,702$420K0.0%N/A0.018%
2/11/2026 Janney Montgomery Scott LLC8,745$314K0.0%+10.4%0.013%
2/11/2026Focus Partners Advisor Solutions LLC438,792$15.76M0.2%+5.2%0.664%
2/11/2026Cerity Partners LLC81,418$2.93M0.0%+2.4%0.123%
2/11/2026LPL Financial LLC1,646,352$59.14M0.0%+7.1%2.491%
2/11/2026JPMorgan Chase & Co.200,747$7.21M0.0%-0.1%0.304%
2/11/2026Tradition 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%
2/10/2026Goldman 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%
2/10/2026Mitchell Capital Management Co.10,276$369K0.1%-6.0%0.016%
2/10/2026 WASHINGTON TRUST Co5,700$205K0.0%N/A0.009%
2/10/2026Basepoint Wealth LLC2,505$90K0.1%N/A0.004%
2/10/2026Northwestern 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%
2/9/2026 Bleakley Financial Group LLC12,097$435K0.0%N/A0.018%
2/9/2026HBK 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%
2/9/2026Todd Asset Management LLC11,272$405K0.0%N/A0.017%
2/9/2026First National Trust Co5,918$213K0.0%-22.8%0.009%
2/6/2026 Cvfg LLC175,930$6.32M4.3%+4.2%0.266%
2/6/2026Van 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%
2/6/2026Mach 1 Financial Group LLC241,519$8.68M1.8%N/A0.365%
2/6/20263EDGE Asset Management LP1,026,563$37.05M1.9%+36.6%1.553%
2/6/2026PNC Financial Services Group Inc.4,463,614$160.33M0.1%+10.5%6.753%
2/6/2026HighTower Advisors LLC1,755,275$63.05M0.1%+2.0%2.655%
2/6/2026GLOBALT Investments LLC GA1,412,173$50.73M1.8%-0.3%2.136%
2/5/2026 TD Private Client Wealth LLC102,718$3.69M0.1%+2.7%0.155%
2/5/2026 Thrivent Financial for Lutherans48,403$1.74M0.0%N/A0.073%
2/5/2026 Avantax Planning Partners Inc.2,264,574$81.34M2.3%-4.3%3.426%
2/5/2026 Atlas Private Wealth Advisors308,380$11.08M2.6%+10.0%0.467%
2/4/2026Moneco Advisors LLC11,122$400K0.0%-4.9%0.017%
2/4/2026Bailard Inc.43,881$1.58M0.0%-0.8%0.066%
2/4/2026 Midwest Trust Co129,139$4.64M0.1%+4.0%0.195%
2/3/2026 Sequoia Financial Advisors LLC371,122$13.33M0.1%-0.6%0.561%
2/2/2026 Truist Financial Corp871,547$31.31M0.0%+14.5%1.319%


CWI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWI shares?

During the previous two years, 249 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 ($286.27M), PNC Financial Services Group Inc. ($160.33M), 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.

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

Of the 206 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 ($2.72M), Mirae Asset Global Investments Co. Ltd. ($1.24M), 3EDGE Asset Management LP ($1.03M), PNC Financial Services Group Inc. ($941.84K), and Clal Insurance Enterprises Holdings Ltd ($781.42K).

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

Institutional investors have bought a total of 14,397,915 shares in the last 24 months. This purchase volume represents approximately $493.62M in transactions.

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

Of the 107 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: Eastern Bank ($499.89K), Pitcairn Co. ($351.33K), Atlas Private Wealth Advisors ($271.87K), Clal Insurance Enterprises Holdings Ltd ($265.33K), VestGen Advisors LLC ($165.00K), Sequoia Financial Advisors LLC ($160.98K), and Avantax Planning Partners Inc. ($129.76K).

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

Institutional investors have sold a total of 3,243,735 shares in the last 24 months. This volume of shares sold represents approximately $107.73M in transactions.



This page (NYSEARCA:CWI) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners