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
Global Retirement Partners, LLC 0.03% Reduce -1.9% 31,916 $906K
Equitable Holdings, Inc. 0.01% Add +1.3% 31,603 $898K
Masso Torrence Wealth Management Inc. 0.53% Reduce -12.7% 31,306 $889K
Bragg Financial Advisors, Inc 0.04% Reduce -13.9% 30,916 $878K
Bristlecone Advisors, LLC 0.07% No change 26,702 $758K
Sage Financial Group Inc. 0.07% No change 25,771 $732K
Wela Strategies, Inc. 0.31% Reduce -11.9% 23,262 $661K
Wambolt & Associates, LLC 0.19% Reduce -39.5% 22,784 $645K
Simplicity Wealth,LLC 0.01% Add +70.0% 22,008 $625K
OmniStar Financial Group, Inc. 0.57% New 21,906 $622K
Avestar Capital, LLC 0.07% No change 20,556 $584K
Prime Capital Investment Advisors, LLC 0.01% Add +5.5% 20,247 $575K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.8% 20,262 $575K
SMI Advisory Services, LLC 0.15% Reduce -16.2% 18,777 $534K
Operose Advisors LLC 0.18% Add +0.3% 18,380 $522K
Tiaa Trust, National Association 0.00% Reduce -7.1% 17,707 $503K
Chesley Taft & Associates LLC 0.02% No change 16,484 $468K
Flagship Harbor Advisors, LLC 0.03% Add +2.7% 15,533 $441K
Kure Advisory, LLC 0.38% No change 15,526 $441K
Grey Ledge Advisors, LLC 0.12% Add +9.2% 15,495 $440K
Cornerstone Wealth Management, LLC 0.04% Reduce -4.2% 15,431 $438K
Mercer Global Advisors Inc. 0.00% Add +63.8% 15,293 $434K
Stegner Investment Associates Inc. 0.31% Add +0.4% 14,706 $418K
Mitchell Capital Management Co. 0.08% Reduce -33.7% 14,056 $399K
First Commonwealth Financial Corp 0.10% Reduce -3.8% 13,365 $380K
Western Wealth Management, LLC 0.03% Reduce -10.3% 13,043 $370K
Security National Bank of Sioux City Iowa 0.26% No change 12,977 $369K
Klingenstein Fields & Co. LP 0.01% Reduce -4.4% 12,366 $351K
Highview Capital Management LLC 0.16% No change 12,171 $346K
Radnor Capital Management, LLC 0.06% No change 12,000 $341K
Banco Santander, S.A. 0.00% Reduce -28.4% 11,805 $335K
Curi Capital, LLC 0.01% New 11,321 $322K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +5.1% 10,804 $307K
Krilogy Financial LLC 0.02% Reduce -6.3% 10,803 $307K
Janney Montgomery Scott LLC 0.00% No change 10,524 $299K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.2% 10,322 $293K
Lantern Wealth Advisors, LLC 0.20% Add +7.3% 10,275 $292K
Greenwood Capital Associates LLC 0.04% Reduce -1.1% 10,247 $291K
Raymond James & Associates 0.00% Reduce -36.0% 9,894 $281K
Glassman Wealth Services 0.06% Add +4.3% 9,619 $273K
FSM Wealth Advisors, LLC 0.10% Add +0.5% 9,494 $270K
Rwa Wealth Partners, LLC 0.00% No change 9,375 $266K
Alpha Financial Advisors, LLC 0.12% Reduce -13.6% 9,001 $256K
ARS Investment Partners, LLC 0.02% No change 8,579 $244K
Bleakley Financial Group, LLC 0.01% Add +0.5% 8,403 $239K
Integrated Wealth Concepts LLC 0.00% Reduce -5.1% 8,395 $238K
Sentry LLC 0.04% No change 8,250 $234K
Strategic Financial Concepts, LLC 0.05% New 7,732 $220K
BIP Wealth, LLC 0.02% Reduce -3.3% 7,514 $213K
Lion Street Advisors, LLC 0.08% No change 7,600 $206K
Glenmede Trust Co. NA 0.00% No change 7,175 $204K
JFS Wealth Advisors, LLC 0.02% Reduce -18.7% 7,093 $201K
Choreo, LLC 0.01% New 7,077 $201K
Center For Asset Management LLC 0.16% New 7,074 $201K
Pinion Investment Advisors, LLC 0.10% New 7,049 $200K
GoalVest Advisory LLC 0.07% New 7,049 $200K
Matrix Private Capital Group LLC 0.13% No change 6,800 $193K
Deutsche Bank AG 0.00% No change 6,149 $175K
WASHINGTON TRUST Co 0.01% No change 5,700 $162K
Cambridge Trust Co. 0.01% Reduce -4.3% 5,612 $159K
Whittier Trust Co. of Nevada Inc. 0.00% No change 4,901 $139K
FMR LLC 0.00% Add +6.7% 4,444 $126K
First Pacific Financial 0.03% No change 4,268 $121K
Comerica Bank 0.00% No change 4,209 $120K
Blair William & Co. 0.00% No change 4,041 $115K
CIBC Private Wealth Group LLC 0.00% New 3,500 $99K
Carmichael Hill & Associates, Inc. 0.04% No change 3,383 $96K
Private Wealth Management Group, LLC 0.04% No change 3,200 $91K
Franklin Resources Inc. 0.00% Reduce -4.0% 3,200 $91K
Lowe Wealth Advisors, LLC 0.04% No change 2,864 $81K
Geneos Wealth Management Inc. 0.00% Reduce -9.2% 2,495 $71K
PSI Advisors, LLC 0.02% No change 2,216 $63K
Main Street Group, LTD 0.03% Reduce -3.0% 2,144 $61K
Signaturefd, LLC 0.00% No change 1,900 $54K
Bokf, NA 0.00% No change 1,890 $54K
Qube Research & Technologies Ltd 0.00% Add +5133.3% 1,727 $49K
Coston, McIsaac & Partners 0.02% No change 1,717 $48K
Vima LLC 0.06% Add +146.9% 1,852 $48K
CoreCap Advisors, LLC 0.00% New 1,632 $46K
Chilton Capital Management LLC 0.00% No change 1,397 $40K
Newton One Investments LLC 0.02% No change 1,361 $39K
Joseph Group Capital Management 0.02% Reduce -18.4% 1,243 $35K
Principal Securities, Inc. 0.00% No change 1,000 $28K
Scarborough Advisors, LLC 0.01% No change 925 $26K
Emfo, LLC 0.02% No change 754 $21K
MCF Advisors LLC 0.00% No change 667 $19K
Hazlett, Burt & Watson, Inc. 0.01% No change 480 $14K
Lanark Financial, Inc. 0.00% No change 523 $14K
Compass Wealth Management LLC 0.00% No change 452 $13K
Key Financial Inc 0.00% No change 430 $12K
Private Trust Co. NA 0.00% Reduce -66.6% 339 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 331 $9K
Citigroup Inc. 0.00% No change 328 $9K
Duncker Streett & Co. Inc. 0.00% No change 255 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 225 $6K
Sage Mountain Advisors LLC 0.00% No change 200 $6K
IFP Advisors, Inc 0.00% Reduce -17.8% 185 $5K
Clearstead Advisors, LLC 0.00% No change 176 $5K
AdvisorNet Financial, Inc 0.00% No change 174 $5K
Gradient Investments LLC 0.00% No change 111 $3K
Bogart Wealth, LLC 0.00% Add +44.3% 88 $2K
Palisade Asset Management, LLC 0.00% New 60 $2K
Farther Finance Advisors, LLC 0.00% Reduce -99.2% 20 $566
BlackRock Inc. 0.00% No change 18 $511
BNP Paribas Financial Markets 0.00% Reduce -73.3% 4 $114

"% 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.