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

SPDR MSCI ACWI ex-US ETF logo
$32.61 +0.18 (+0.56%)
As of 07/8/2025 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)
126
Total
Institutional Inflows
(last 12 months)
$348.02M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$134.64M
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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
7/7/2025 Investors Research Corp8,148$266K0.1%-75.7%0.014%
7/7/2025 Wealth Alliance Advisory Group LLC475,441$15.53M3.0%+2.7%0.821%
7/7/2025 First Community Trust NA1,312$43K0.0%N/A0.002%
6/6/2025Blue Oak Capital LLC11,509$340K0.2%N/A0.020%
5/21/2025Geneos Wealth Management Inc.1,453$43K0.0%-30.3%0.003%
5/20/2025Focus Partners Wealth150,001$4.44M0.0%-13.1%0.259%
5/19/2025Jane Street Group LLC835,611$24.72M0.0%+526.8%1.443%
5/16/2025Signature Estate & Investment Advisors LLC569,021$16.83M0.4%+14.7%0.983%
5/16/2025Goldman Sachs Group Inc.77,576$2.30M0.0%+180.0%0.134%
5/16/2025NewEdge Advisors LLC336,594$9.96M0.1%-3.5%0.581%
5/15/2025EP Wealth Advisors LLC6,730$199K0.0%N/A0.012%
5/15/2025Royal Bank of Canada64,430$1.91M0.0%+122.5%0.111%
5/15/2025Baird Financial Group Inc.423,027$12.51M0.0%+4.8%0.731%
5/15/2025Gerber Kawasaki Wealth & Investment Management273,384$8.09M0.4%-3.8%0.472%
5/14/2025Jane Street Group LLC835,611$24.72M0.0%+526.8%1.443%
5/14/2025Synovus Financial Corp86,117$2.55M0.0%+10.7%0.149%
5/14/2025Northwestern Mutual Wealth Management Co.35,723$1.06M0.0%+18.0%0.062%
5/14/2025Kestra Advisory Services LLC33,791$1M0.0%-14.9%0.058%
5/14/2025Bragg Financial Advisors Inc35,558$1.05M0.0%-9.3%0.061%
5/14/2025Tiemann Investment Advisors LLC113,218$3.35M1.5%-0.9%0.196%
5/14/2025Tradition Wealth Management LLC36,814$1.09M0.1%+4.2%0.064%
5/14/2025Laraway Financial Advisors Inc37,984$1.12M0.9%-2.7%0.066%
5/13/2025Mill Creek Capital Advisors LLC212,576$6.29M0.2%+27.1%0.367%
5/13/2025Freestone Capital Holdings LLC62,525$1.85M0.1%+4.7%0.108%
5/13/2025Raymond James Financial Inc.200,408$5.93M0.0%+1.7%0.346%
5/13/2025Forvis Mazars Wealth Advisors LLC711,608$21.05M0.5%-8.1%1.229%
5/13/2025Clal Insurance Enterprises Holdings Ltd781,424$23.12M0.2%+1.4%1.350%
5/13/2025HighTower Advisors LLC1,856,130$54.90M0.1%+2.8%3.206%
5/12/2025Financial Engines Advisors L.L.C.60,538$1.79M0.0%-2.7%0.105%
5/12/2025Cobblestone Capital Advisors LLC NY501,498$14.83M0.8%-2.0%0.866%
5/12/2025Virtu Financial LLC10,391$307K0.0%N/A0.018%
5/12/2025Wambolt & Associates LLC11,759$349K0.1%-3.4%0.020%
5/9/2025Blair William & Co. IL4,058$120K0.0%-13.7%0.007%
5/9/2025PNC Financial Services Group Inc.3,858,407$114.13M0.1%+3.1%6.664%
5/8/2025First National Trust Co7,668$227K0.0%N/A0.013%
5/8/2025Eastern Bank105,321$3.12M0.1%-81.3%0.182%
5/7/2025LPL Financial LLC1,319,875$39.04M0.0%-4.5%2.280%
5/7/2025GLOBALT Investments LLC GA1,469,899$43.48M1.8%-1.8%2.539%
5/6/2025AE Wealth Management LLC4,353$129K0.0%+6,397.0%0.008%
5/5/2025Midwest Capital Advisors LLC16,412$485K0.3%+17.8%0.028%
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5/5/2025Stegner Investment Associates Inc.13,017$385K0.3%-10.8%0.022%
5/5/2025Private Advisor Group LLC464,854$13.75M0.1%+18.5%0.803%
5/5/2025Nwam LLC8,945$265K0.0%N/A0.015%
5/2/2025Wealthgarden F.S. LLC7,028$208K0.2%N/A0.012%
5/2/2025Whittier Trust Co.265,465$7.85M0.1%-2.2%0.458%
5/2/2025Dakota Wealth Management9,124$270K0.0%-32.3%0.016%
5/2/2025Lokken Investment Group LLC11,857$351K0.1%N/A0.020%
5/2/2025Apollon Wealth Management LLC41,434$1.23M0.0%-9.2%0.072%
5/2/2025Arcadia Investment Advisors LLC385,730$11.41M6.4%+1.0%0.666%
5/2/2025Signaturefd LLC8,695$257K0.0%+357.6%0.015%
5/1/20253EDGE Asset Management LP144,690$4.31M0.3%+43.1%0.250%
4/30/2025Sharkey Howes & Javer16,806$497K0.1%-23.8%0.029%
4/30/2025Cerity Partners LLC86,448$2.56M0.0%-1.0%0.149%
4/30/2025Highview Capital Management LLC DE10,541$312K0.1%-13.4%0.018%
4/29/2025Financial Counselors Inc.122,393$3.62M0.1%+6.3%0.211%
4/29/2025TD Private Client Wealth LLC99,982$2.96M0.1%+31.6%0.173%
4/29/2025Envestnet Asset Management Inc.613,958$18.16M0.0%+4.0%1.060%
4/29/2025Meridian Investment Counsel Inc.72,039$2.13M0.6%+1.6%0.124%
4/29/2025Bank of New York Mellon Corp29,057$859K0.0%-47.6%0.050%
4/29/2025Avantax Planning Partners Inc.2,074,367$61.36M2.2%+7.9%3.583%
4/29/2025Courage Miller Partners LLC197,188$5.83M2.0%+2.1%0.341%
4/29/2025Goelzer Investment Management Inc.10,785$319K0.0%N/A0.019%
4/28/2025Mutual Advisors LLC75,433$2.27M0.1%+16.4%0.130%
4/28/2025Strategic Financial Concepts LLC8,317$246K0.0%-10.0%0.014%
4/28/2025Novem Group102,207$3.02M0.4%+2.9%0.177%
4/28/2025Sterling Group Wealth Management LLC160,763$4.76M2.6%+4.2%0.278%
4/28/2025RKL Wealth Management LLC15,544$460K0.0%-14.1%0.027%
4/25/2025Lodestar Private Asset Management LLC747,201$22.10M2.8%+0.9%1.291%
4/25/2025Koshinski Asset Management Inc.6,788$201K0.0%N/A0.012%
4/24/2025CWC Advisors LLC.125,494$3.71M2.1%N/A0.217%
4/24/2025Tsfg LLC1,969$58K0.0%N/A0.003%
4/24/20253Chopt Investment Partners LLC22,696$671K0.2%N/A0.039%
4/24/2025Mirae Asset Global Investments Co. Ltd.423,520$12.62M0.0%N/A0.731%
4/23/2025Sequoia Financial Advisors LLC526,868$15.59M0.1%-3.0%0.913%
4/23/2025Cvfg LLC154,431$4.57M4.2%+7.4%0.268%
4/23/2025Valmark Advisers Inc.144,320$4.27M0.1%+0.9%0.250%
4/22/2025Masso Torrence Wealth Management Inc.27,606$817K0.4%-15.8%0.048%
4/22/2025Center For Asset Management LLC7,096$210K0.1%N/A0.012%
4/21/2025Brady Martz Wealth Solutions LLC186,156$5.51M1.2%+0.8%0.323%
4/18/2025GSB Wealth Management LLC18,086$535K0.1%+3.0%0.031%
4/17/2025Montecito Bank & Trust124,481$3.68M0.7%-2.4%0.216%
4/17/2025Janney Montgomery Scott LLC7,919$234K0.0%-21.5%0.014%
4/17/2025Hengehold Capital Management LLC1,141,745$33.77M3.2%-0.6%1.979%
4/17/2025Pinion Investment Advisors LLC6,979$206K0.0%N/A0.012%
4/17/2025Atlas Private Wealth Advisors544,401$16.10M2.2%+220.2%0.944%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC1,188,221$35.15M0.7%-2.1%2.059%
4/16/2025Opal Wealth Advisors LLC133,355$3.95M1.2%+12.0%0.231%
4/16/2025IAG Wealth Partners LLC315,594$9.34M1.5%-5.2%0.547%
4/16/2025Wealth Enhancement Advisory Services LLC598,954$17.72M0.0%-11.0%1.038%
4/15/2025Focus Financial Network Inc.91,467$2.71M0.1%-6.4%0.159%
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4/15/2025Simplicity Wealth LLC11,972$354K0.0%N/A0.021%
4/14/2025Farther Finance Advisors LLC2,773$82K0.0%+13,765.0%0.005%
4/14/2025Priebe Wealth Holdings LLC95,531$2.83M1.8%+3.3%0.166%
4/14/2025Capital Investment Advisors LLC115,858$3.43M0.1%-3.5%0.201%
4/10/2025Chesley 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%
4/10/2025SMI Advisory Services LLC17,410$515K0.1%-2.2%0.030%
4/10/2025Kure Advisory LLC15,762$466K0.4%N/A0.027%
4/9/2025Fulton Bank N.A.17,000$503K0.0%-2.4%0.029%
4/9/2025Merit Financial Group LLC276,121$8.17M0.1%+1.5%0.479%
(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, 217 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 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 176 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: 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 12,128,094 shares in the last 24 months. This purchase volume represents approximately $348.02M in transactions.

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

Of the 86 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: Jane Street Group LLC ($1.41M), Eastern Bank ($458.48K), Bank of Montreal Can ($369.83K), Wealth Enhancement Advisory Services LLC ($311.99K), Focus Financial Network Inc. ($200.32K), Mach 1 Financial Group LLC ($193.11K), and Sharkey Howes & Javer ($175.17K).

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

Institutional investors have sold a total of 4,632,245 shares in the last 24 months. This volume of shares sold represents approximately $134.64M in transactions.



This page (NYSEARCA:CWI) was last updated on 7/9/2025 by MarketBeat.com Staff
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