State Street SPDR MSCI AcwiCWIETF

13F holders, Q1 2024 (March 31)
205holders
2famous investors
$28.39avg. 13F price*

At the end of Q1 2024, 205 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings. The largest holders were Bank of America Corp. ($192.5M), PNC Financial Services Group, Inc. ($96.5M) and Avantax Planning Partners, Inc. ($56.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
State Street SPDR MSCI Acwi
Filed as
SPDR INDEX SHS FDS (Q1 2024)
CUSIP
78463X848
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 205Q1 2024Q2 2024: 208Q2 2024Q3 2024: 208Q3 2024Q4 2024: 223Q4 2024Q1 2025: 223Q1 2025Q2 2025: 235Q2 2025Q3 2025: 245Q3 2025Q4 2025: 260Q4 2025Q1 2026: 265Q1 2026Q2 2026: 275Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions16$37.7M
Exits10$7.4M

Ownership 205 holders

Bank of America Corp. 0.02% Reduce -21.7% 6,777,613 $192.5M
PNC Financial Services Group, Inc. 0.07% Add +7.8% 3,398,806 $96.5M
Avantax Planning Partners, Inc. 1.82% Reduce -11.0% 1,983,486 $56.3M
Jane Street Group, LLC 0.07% Add +221.5% 1,910,919 $54.3M
HighTower Advisors, LLC 0.08% Add +17.1% 1,750,037 $49.7M
GLOBALT Investments LLC / GA 1.84% Reduce -2.3% 1,629,946 $46.3M
Pitcairn Co. 2.21% Reduce -0.1% 1,201,556 $34.1M
Hengehold Capital Management LLC 3.63% Reduce -24.9% 1,199,945 $34.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.76% Add +6.4% 1,181,413 $33.6M
LPL Financial LLC 0.02% Reduce -27.1% 1,074,712 $30.5M
Envestnet Asset Management Inc. 0.01% Add +153.1% 919,168 $26.1M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -4.0% 910,948 $25.9M
Forvis Mazars Wealth Advisors, LLC 0.56% Add +0.2% 781,094 $22.2M
Lodestar Private Asset Management LLC 2.85% Add +1.0% 703,509 $20.0M
Truist Financial Corp. 0.03% Reduce -5.2% 696,877 $19.8M
Sequoia Financial Advisors, LLC 0.23% Reduce -2.1% 647,866 $18.4M
Eastern Bank 0.66% Reduce -42.2% 556,728 $15.8M
Cobblestone Capital Advisors LLC 0.96% Reduce -1.7% 538,681 $15.3M
Morgan Stanley 0.00% Add +32.8% 509,068 $14.5M
Signature Estate & Investment Advisors LLC 0.39% New 488,421 $13.9M
Arcadia Investment Advisors LLC 6.48% Reduce -3.2% 399,396 $11.3M
Old Mission Capital LLC 0.27% New 392,164 $11.1M
Baird Financial Group, Inc. 0.02% Add +4.1% 367,376 $10.4M
IAG Wealth Partners, LLC 2.13% Reduce -1.2% 349,729 $9.9M
UBS Group AG 0.00% Reduce -5.4% 349,339 $9.9M
Wells Fargo & Company 0.00% Add +8.1% 334,098 $9.5M
Private Advisor Group, LLC 0.07% Add +13.1% 318,725 $9.1M
Gerber Kawasaki Wealth & Investment Management 0.48% Reduce -79.6% 316,252 $9.0M
NewEdge Advisors, LLC 0.08% Reduce -1.1% 309,326 $8.8M
Hantz Financial Services, Inc. 0.15% Reduce -2.1% 278,389 $7.9M
Mach-1 Financial Group, LLC 5.96% Add +8.9% 275,248 $7.8M
Whittier Trust Co. 0.11% Reduce -0.4% 274,561 $7.8M
Focus Financial Network, Inc. 0.37% — 280,338 $7.6M
Merit Financial Group, LLC 0.18% Reduce -1.0% 264,830 $7.5M
Bank of Montreal 0.00% Reduce -1.2% 261,438 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -2.4% 219,052 $6.2M
Captrust Financial Advisors 0.02% Add +28.8% 208,975 $5.9M
First Personal Financial Services 1.35% Add +3.9% 204,952 $5.8M
Nisa Investment Advisors, LLC 0.04% Add +41.1% 199,000 $5.7M
Ameriprise Financial Inc. 0.00% Add +8.6% 198,929 $5.6M
Tobias Financial Advisors, Inc. 1.26% Reduce -0.1% 195,876 $5.6M
Courage Miller Partners, LLC 1.89% Add +1.1% 192,584 $5.5M
Sharkey, Howes & Javer 0.89% Reduce -4.9% 191,976 $5.5M
Focus Partners Advisor Solutions, LLC 0.16% New 190,854 $5.4M
Mill Creek Capital Advisors, LLC 0.15% Reduce -0.6% 190,106 $5.4M
JPMorgan Chase & Co. 0.00% Add +5.4% 187,426 $5.3M
Focus Partners Wealth 0.04% Reduce -1.3% 164,930 $4.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +3.1% 159,385 $4.5M
Money Concepts Capital Corp. 0.39% Reduce -38.0% 149,126 $4.2M
Montecito Bank & Trust 0.82% Add +0.8% 144,960 $4.1M
Savant Capital, LLC 0.05% Reduce -5.1% 141,812 $4.0M
Valmark Advisers, Inc. 0.07% Reduce -1.4% 140,875 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -15.8% 136,747 $3.9M
Capital Investment Advisors, LLC 0.09% Reduce -5.7% 134,446 $3.8M
Tiemann Investment Advisors, LLC 1.64% Reduce -0.6% 128,805 $3.7M
Walkner Condon Financial Advisors LLC 0.75% No change 124,000 $3.5M
Susquehanna International Group, LLP 0.00% Add +402.9% 104,955 $3.0M
Citadel Advisors 0.00% Add +96.4% 102,930 $2.9M
Mariner, LLC 0.01% Reduce -55.4% 102,779 $2.9M
Financial Counselors Inc. 0.05% Add +9.9% 101,960 $2.9M
Dakota Wealth Management 0.07% New 101,367 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -11.0% 99,088 $2.8M
Opal Wealth Advisors, LLC 0.91% Add +11.6% 94,356 $2.7M
BTC Capital Management, Inc. 0.23% — 89,586 $2.5M
HHM Wealth Advisors, LLC 0.41% Reduce -3.6% 88,674 $2.5M
Steward Partners Investment Advisory, LLC 0.03% Add +0.5% 82,237 $2.3M
Synovus Financial Corp. 0.03% Reduce -1.8% 76,494 $2.2M
Northwest Investment Counselors, LLC 0.51% Reduce -1.2% 73,769 $2.1M
Priebe Wealth Holdings LLC 1.54% Add +10.2% 69,532 $2.0M
Meridian Investment Counsel Inc. 0.66% Reduce -5.0% 69,524 $2.0M
Abbrea Capital, LLC 0.25% Reduce -4.3% 66,859 $1.9M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.9% 65,391 $1.9M
Royal Bank of Canada 0.00% Reduce -31.6% 62,388 $1.8M
Corient Private Wealth LP 0.00% Reduce -0.3% 61,215 $1.7M
Freestone Capital Holdings, LLC 0.06% No change 55,657 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -12.6% 54,681 $1.6M
Bank of New York Mellon Corp 0.00% Add +4.2% 50,093 $1.4M
Monograph Wealth Advisors, LLC 0.21% No change 49,665 $1.4M
Renaissance Technologies 0.00% Add +64.2% 49,600 $1.4M
Apollon Wealth Management, LLC 0.04% Reduce -0.8% 47,336 $1.3M
Rockefeller Capital Management L.P. 0.00% New 45,327 $1.3M
Bailard, Inc. 0.03% Add +33.6% 44,556 $1.3M
Cetera Investment Advisers 0.00% Add +139.6% 44,146 $1.3M
Towneley Capital Management, Inc / DE 0.30% No change 42,358 $1.2M
HBK Sorce Advisory LLC 0.04% Reduce -4.0% 40,974 $1.2M
Laraway Financial Advisors Inc 1.02% Reduce -1.6% 40,797 $1.2M
Beacon Pointe Advisors, LLC 0.01% No change 39,305 $1.1M
Lido Advisors, LLC 0.01% Reduce -1.1% 38,895 $1.1M
Financial Consulate, Inc. 0.32% Reduce -1.7% 38,614 $1.1M
MML Investors Services, LLC 0.00% Add +30.6% 38,258 $1.1M
Creative Planning 0.00% Add +115.9% 36,695 $1.0M
Mutual Advisors, LLC 0.03% Add +14.4% 36,625 $1.0M
Investors Research Corp 0.24% Reduce -0.5% 35,417 $1.0M
RKL Wealth Management LLC 0.10% Reduce -13.8% 35,024 $995K
Iowa State Bank 0.22% Reduce -29.6% 34,854 $990K
Tradition Wealth Management, LLC 0.10% Reduce -3.6% 34,707 $986K
Newman Dignan & Sheerar, Inc. 0.26% Add +2.2% 34,509 $980K
Goldman Sachs Group Inc. 0.00% Reduce -85.5% 34,459 $979K
Waverly Advisors, LLC 0.02% New 33,764 $959K
Cerity Partners LLC 0.00% Add +4.5% 32,379 $920K

"% of holder's portfolio" is CWI's weight in each manager's 13F, not the share of State Street SPDR MSCI Acwi the manager owns.

Show all 205 holders