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
Bragg Financial Advisors, Inc 0.04% Reduce -3.2% 29,916 $847K
Global Retirement Partners, LLC 0.03% Reduce -6.9% 29,712 $841K
Goldman Sachs Group Inc. 0.00% Reduce -20.5% 27,395 $776K
Renaissance Technologies 0.00% Reduce -45.0% 27,300 $773K
Bristlecone Advisors, LLC 0.06% No change 26,702 $756K
Sage Financial Group Inc. 0.06% No change 25,771 $730K
Stratos Wealth Partners, LTD. 0.01% New 24,669 $698K
Northwestern Mutual Wealth Management Co. 0.00% Add +138.9% 24,656 $698K
Wela Strategies, Inc. 0.31% Add +1.0% 23,504 $665K
Simplicity Wealth,LLC 0.01% Add +6.8% 23,498 $665K
WFA of San Diego, LLC 0.56% — 21,910 $620K
Avestar Capital, LLC 0.06% No change 20,556 $582K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.2% 20,223 $573K
Wambolt & Associates, LLC 0.15% Reduce -18.7% 18,523 $525K
SMI Advisory Services, LLC 0.13% Reduce -3.0% 18,224 $525K
Tiaa Trust, National Association 0.00% No change 17,707 $501K
Grey Ledge Advisors, LLC 0.12% Add +3.0% 15,957 $452K
Kure Advisory, LLC 0.36% No change 15,526 $440K
Stifel Financial Corp. 0.00% New 15,293 $433K
Flagship Harbor Advisors, LLC 0.03% Reduce -2.5% 15,145 $429K
Citadel Advisors 0.00% Reduce -85.8% 14,629 $414K
Stegner Investment Associates Inc. 0.30% Reduce -1.2% 14,536 $412K
Flow Traders U.S. LLC 0.02% New 13,858 $392K
Cornerstone Wealth Management, LLC 0.03% Reduce -13.1% 13,415 $380K
First Commonwealth Financial Corp 0.10% No change 13,365 $378K
Western Wealth Management, LLC 0.03% No change 13,043 $369K
Chesley Taft & Associates LLC 0.02% Reduce -21.0% 13,024 $369K
Security National Bank of Sioux City Iowa 0.26% No change 12,977 $367K
Klingenstein Fields & Co. LP 0.01% No change 12,366 $350K
Highview Capital Management LLC 0.14% No change 12,171 $345K
Mercer Global Advisors Inc. 0.00% Reduce -21.2% 12,045 $341K
Radnor Capital Management, LLC 0.10% No change 12,000 $340K
Mitchell Capital Management Co. 0.06% Reduce -18.0% 11,531 $326K
Curi Capital, LLC 0.01% No change 11,321 $320K
Banco Santander, S.A. 0.00% Reduce -5.5% 11,159 $316K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +0.5% 10,854 $307K
TD Private Client Wealth LLC 0.01% New 10,674 $302K
Lantern Wealth Advisors, LLC 0.21% No change 10,275 $291K
Janney Montgomery Scott LLC 0.00% Reduce -4.2% 10,084 $285K
Glassman Wealth Services 0.05% No change 9,619 $272K
FSM Wealth Advisors, LLC 0.09% Add +1.3% 9,618 $272K
Rwa Wealth Partners, LLC 0.00% No change 9,375 $265K
Prime Capital Investment Advisors, LLC 0.00% Reduce -56.7% 8,762 $248K
ARS Investment Partners, LLC 0.02% No change 8,579 $243K
Bleakley Financial Group, LLC 0.01% No change 8,403 $238K
Sentry LLC 0.04% No change 8,250 $234K
Alpha Financial Advisors, LLC 0.11% Reduce -9.3% 8,168 $231K
Integrated Wealth Concepts LLC 0.00% Reduce -3.3% 8,121 $230K
BIP Wealth, LLC 0.02% No change 7,514 $213K
Wealthgarden F.S. LLC 0.22% — 7,399 $209K
Glenmede Trust Co. NA 0.00% No change 7,175 $203K
Center For Asset Management LLC 0.13% Add +0.3% 7,096 $201K
JFS Wealth Advisors, LLC 0.02% No change 7,093 $201K
GoalVest Advisory LLC 0.06% No change 7,049 $200K
Matrix Private Capital Group LLC 0.12% No change 6,800 $193K
Deutsche Bank AG 0.00% No change 6,149 $174K
WASHINGTON TRUST Co 0.01% No change 5,700 $161K
FMR LLC 0.00% Add +27.2% 5,654 $160K
Whittier Trust Co. of Nevada Inc. 0.00% No change 4,901 $139K
First Pacific Financial 0.03% Add +1.4% 4,330 $123K
Comerica Bank 0.00% No change 4,209 $119K
Blair William & Co. 0.00% Add +0.6% 4,064 $115K
Carmichael Hill & Associates, Inc. 0.04% No change 3,383 $96K
Franklin Resources Inc. 0.00% Add +4.3% 3,336 $94K
Private Wealth Management Group, LLC 0.04% No change 3,200 $91K
Lowe Wealth Advisors, LLC 0.04% No change 2,864 $81K
Qube Research & Technologies Ltd 0.00% Add +45.9% 2,520 $71K
Geneos Wealth Management Inc. 0.00% No change 2,495 $71K
CIBC Private Wealth Group LLC 0.00% Reduce -32.1% 2,375 $69K
PSI Advisors, LLC 0.02% Reduce -11.4% 1,964 $56K
Signaturefd, LLC 0.00% No change 1,900 $54K
Bokf, NA 0.00% No change 1,890 $54K
Main Street Group, LTD 0.02% Reduce -12.4% 1,877 $53K
Coston, McIsaac & Partners 0.02% No change 1,717 $48K
CoreCap Advisors, LLC 0.00% No change 1,632 $46K
Chilton Capital Management LLC 0.00% No change 1,397 $40K
Newton One Investments LLC 0.02% Add +1.4% 1,380 $39K
Ashton Thomas Private Wealth, LLC 0.00% New 1,177 $33K
Principal Securities, Inc. 0.00% No change 1,000 $28K
Joseph Group Capital Management 0.01% Reduce -24.7% 936 $26K
TD Waterhouse Canada Inc. 0.00% New 932 $26K
Scarborough Advisors, LLC 0.01% No change 925 $26K
Emfo, LLC 0.02% No change 754 $21K
Fifth Third Bancorp 0.00% New 754 $21K
Harbour Investments, Inc. 0.00% New 731 $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% Add +0.7% 455 $13K
Key Financial Inc 0.00% No change 430 $12K
Nemes Rush Group LLC 0.00% New 425 $12K
GAMMA Investing LLC 0.00% New 374 $11K
Private Trust Co. NA 0.00% No change 339 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 331 $9K
Strategic Financial Concepts, LLC 0.01% Add +3121.3% 249,068 $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
AdvisorNet Financial, Inc 0.00% No change 174 $5K
Private Ocean, LLC 0.00% New 132 $4K
Gradient Investments LLC 0.00% No change 111 $3K
Bogart Wealth, LLC 0.00% No change 88 $2K
Farther Finance Advisors, LLC 0.00% Add +280.0% 76 $2K
IFP Advisors, Inc 0.00% Reduce -65.4% 64 $2K
Operose Advisors LLC 0.00% Reduce -99.7% 60 $2K
BlackRock Inc. 0.00% No change 18 $510
BNP Paribas Financial Markets 0.00% No change 4 $113
Citigroup Inc. 0.00% Reduce -99.7% 1 $28

"% 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.