State Street SPDR MSCI AcwiCWIETF

13F holders, Q2 2024 (June 30)
208holders +3
12new positions
11sold out
2famous investors
$28.15avg. 13F price*

At the end of Q2 2024, 208 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings, up 3 from Q1 2024. 12 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($183.5M), PNC Financial Services Group, Inc. ($100.0M) and Avantax Planning Partners, Inc. ($54.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street SPDR MSCI Acwi
Filed as
SPDR INDEX SHS FDS (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions12$2.9M
Exits11$10.2M

All 13F filers, Q1 2024 → Q2 2024: 1,770,043 shares bought and 1,828,606 shares sold, net −58,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 208 holders

Bank of America Corp. 0.02% Reduce -4.4% 6,481,235 $183.5M
PNC Financial Services Group, Inc. 0.07% Add +3.9% 3,532,057 $100.0M
Avantax Planning Partners, Inc. 1.75% Reduce -3.2% 1,920,312 $54.4M
HighTower Advisors, LLC 0.08% Add +1.1% 1,769,672 $50.1M
GLOBALT Investments LLC / GA 1.81% Reduce -2.0% 1,597,271 $45.2M
Jane Street Group, LLC 0.05% Reduce -19.3% 1,541,702 $43.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.73% Add +2.2% 1,207,777 $34.2M
Pitcairn Co. 2.07% Reduce -0.5% 1,195,904 $33.9M
Hengehold Capital Management LLC 3.48% Reduce -1.6% 1,181,081 $33.4M
LPL Financial LLC 0.02% Add +4.3% 1,120,771 $31.7M
Envestnet Asset Management Inc. 0.01% Reduce -3.2% 890,055 $25.2M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -8.4% 834,211 $23.6M
Forvis Mazars Wealth Advisors, LLC 0.55% Add +0.1% 781,852 $22.1M
Truist Financial Corp. 0.03% Add +1.2% 705,393 $20.0M
Lodestar Private Asset Management LLC 2.74% Add +0.1% 704,117 $19.9M
Bank of Montreal 0.01% Add +135.2% 614,992 $17.6M
Morgan Stanley 0.00% Add +20.0% 610,863 $17.3M
Sequoia Financial Advisors, LLC 0.20% Reduce -11.8% 571,466 $16.2M
Eastern Bank 0.64% Reduce -0.0% 556,666 $15.8M
Cobblestone Capital Advisors LLC 0.92% Reduce -2.4% 526,045 $14.9M
Signature Estate & Investment Advisors LLC 0.37% Add +6.8% 521,680 $14.8M
Arcadia Investment Advisors LLC 6.23% Reduce -3.0% 387,485 $11.0M
Baird Financial Group, Inc. 0.02% Add +2.0% 374,662 $10.6M
Wells Fargo & Company 0.00% Add +6.4% 355,357 $10.1M
Private Advisor Group, LLC 0.07% Add +11.0% 353,692 $10.0M
IAG Wealth Partners, LLC 1.97% Reduce -1.1% 346,053 $9.8M
UBS Group AG 0.00% Reduce -3.9% 335,901 $9.5M
NewEdge Advisors, LLC 0.07% Add +5.2% 325,530 $9.2M
Old Mission Capital LLC 0.24% Reduce -17.9% 321,928 $9.1M
Gerber Kawasaki Wealth & Investment Management 0.45% Add +0.4% 317,564 $9.0M
Hantz Financial Services, Inc. 0.17% Add +10.9% 308,718 $8.7M
Focus Financial Network, Inc. 0.36% Add +2.1% 286,116 $8.3M
Whittier Trust Co. 0.11% Reduce -0.7% 272,752 $7.7M
Merit Financial Group, LLC 0.17% Add +1.3% 268,224 $7.6M
Ameriprise Financial Inc. 0.00% Add +21.7% 242,107 $6.9M
Captrust Financial Advisors 0.02% Add +15.2% 240,664 $6.8M
Waverly Advisors, LLC 0.13% Add +602.2% 237,086 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +1.5% 222,375 $6.3M
First Personal Financial Services 1.32% Add +0.9% 206,717 $5.9M
Nisa Investment Advisors, LLC 0.04% No change 199,000 $5.6M
Tobias Financial Advisors, Inc. 1.20% Add +0.1% 196,131 $5.6M
Mach-1 Financial Group, LLC 3.90% Reduce -29.0% 195,437 $5.5M
Focus Partners Advisor Solutions, LLC 0.14% Add +2.2% 195,023 $5.5M
Courage Miller Partners, LLC 1.97% Add +0.4% 193,405 $5.5M
Sharkey, Howes & Javer 0.82% Reduce -6.1% 180,331 $5.1M
Mill Creek Capital Advisors, LLC 0.13% Reduce -7.9% 175,078 $5.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +6.0% 168,986 $4.8M
Focus Partners Wealth 0.02% Add +0.9% 166,356 $4.7M
JPMorgan Chase & Co. 0.00% Reduce -12.3% 164,278 $4.7M
Clearstead Advisors, LLC 0.08% Add +89313.1% 157,367 $4.5M
Sterling Group Wealth Management, LLC 2.43% — 149,409 $4.2M
Valmark Advisers, Inc. 0.07% Add +3.5% 145,759 $4.1M
Savant Capital, LLC 0.04% Reduce -1.7% 139,451 $3.9M
Osaic Holdings, Inc. 0.01% Add +1.2% 138,367 $3.9M
Walkner Condon Financial Advisors LLC 0.82% Add +8.6% 134,696 $3.8M
Montecito Bank & Trust 0.77% Reduce -8.2% 133,030 $3.8M
Tiemann Investment Advisors, LLC 1.61% Reduce -0.5% 128,150 $3.6M
Capital Investment Advisors, LLC 0.08% Reduce -6.8% 125,272 $3.5M
Financial Counselors Inc. 0.05% Add +10.2% 112,331 $3.2M
Mariner, LLC 0.01% Add +1.7% 104,480 $3.0M
Dakota Wealth Management 0.07% Reduce -1.5% 99,889 $2.8M
Opal Wealth Advisors, LLC 0.89% Add +3.4% 97,582 $2.8M
BTC Capital Management, Inc. 0.24% No change 89,586 $2.5M
HHM Wealth Advisors, LLC 0.38% No change 88,674 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -13.8% 85,443 $2.4M
Steward Partners Investment Advisory, LLC 0.03% Add +2.6% 84,406 $2.4M
Synovus Financial Corp. 0.03% Add +4.3% 79,784 $2.3M
Priebe Wealth Holdings LLC 1.75% Add +12.5% 78,199 $2.2M
Northwest Investment Counselors, LLC 0.52% Reduce -0.5% 73,431 $2.1M
Meridian Investment Counsel Inc. 0.62% Reduce -0.1% 69,439 $2.0M
Abbrea Capital, LLC 0.24% Reduce -2.6% 65,124 $1.8M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.9% 64,171 $1.8M
Corient Private Wealth LP 0.00% Add +0.3% 61,401 $1.7M
Freestone Capital Holdings, LLC 0.06% Add +5.1% 58,502 $1.7M
Kestra Advisory Services, LLC 0.01% Add +1.2% 55,354 $1.6M
Bank of New York Mellon Corp 0.00% Add +4.6% 52,415 $1.5M
Raymond James & Associates 0.00% Add +411.2% 50,576 $1.4M
Monograph Wealth Advisors, LLC 0.21% No change 49,665 $1.4M
Apollon Wealth Management, LLC 0.04% Add +1.3% 47,936 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +4.1% 47,192 $1.3M
Bailard, Inc. 0.03% No change 44,556 $1.3M
Royal Bank of Canada 0.00% Reduce -29.1% 44,213 $1.3M
Cetera Investment Advisers 0.00% Reduce -0.7% 43,827 $1.2M
Mutual Advisors, LLC 0.04% Add +14.2% 41,806 $1.2M
Laraway Financial Advisors Inc 0.98% Reduce -0.9% 40,435 $1.1M
HBK Sorce Advisory LLC 0.04% Reduce -2.9% 39,773 $1.1M
Financial Consulate, Inc. 0.31% Reduce -2.2% 37,763 $1.1M
Lido Advisors, LLC 0.01% Reduce -5.6% 36,721 $1.0M
Tradition Wealth Management, LLC 0.10% Add +3.6% 35,947 $1.0M
Masso Torrence Wealth Management Inc. 0.56% Add +13.1% 35,417 $1.0M
Newman Dignan & Sheerar, Inc. 0.26% Add +2.1% 35,241 $998K
RKL Wealth Management LLC 0.10% Add +0.4% 35,149 $995K
Investors Research Corp 0.23% Reduce -1.2% 34,981 $990K
Towneley Capital Management, Inc / DE 0.23% Reduce -19.7% 33,998 $962K
Iowa State Bank 0.21% Reduce -3.1% 33,779 $956K
Creative Planning 0.00% Reduce -8.6% 33,543 $950K
Cerity Partners LLC 0.00% Add +1.3% 32,802 $929K
MML Investors Services, LLC 0.00% Reduce -15.6% 32,291 $914K
Foundations Investment Advisors, LLC 0.02% New 31,985 $905K
Equitable Holdings, Inc. 0.01% Reduce -1.3% 31,206 $883K

"% 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 208 holders