State Street SPDR MSCI AcwiCWIETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.9M |
| Exits | 11 | $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.