State Street SPDR MSCI AcwiCWIETF

13F holders, Q4 2024 (December 31)
223holders +15
25new positions
18sold out
1famous investor
$27.94avg. 13F price*

At the end of Q4 2024, 223 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings, up 15 from Q3 2024. 25 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($259.8M), PNC Financial Services Group, Inc. ($104.6M) and Avantax Planning Partners, Inc. ($53.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street SPDR MSCI Acwi
Filed as
SPDR INDEX SHS FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$17.4M
Exits18$3.6M

All 13F filers, Q3 2024 → Q4 2024: 5,275,304 shares bought and 2,173,667 shares sold, net +3,101,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 223 holders

Bank of America Corp. 0.02% Add +39.2% 9,297,276 $259.8M
PNC Financial Services Group, Inc. 0.07% Add +3.5% 3,743,196 $104.6M
Avantax Planning Partners, Inc. 1.94% Add +18.7% 1,922,233 $53.7M
HighTower Advisors, LLC 0.07% Add +2.6% 1,805,964 $50.5M
GLOBALT Investments LLC / GA 1.60% Reduce -1.8% 1,497,347 $41.8M
LPL Financial LLC 0.02% Add +28.1% 1,382,416 $38.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.66% Add +0.7% 1,214,136 $33.9M
Hengehold Capital Management LLC 3.02% Reduce -3.3% 1,148,707 $32.1M
Pitcairn Co. 1.83% Reduce -5.0% 1,111,899 $31.1M
Forvis Mazars Wealth Advisors, LLC 0.50% Reduce -2.2% 773,963 $21.6M
Clal Insurance Enterprises Holdings Ltd 0.19% Add +24.1% 770,624 $21.5M
Lodestar Private Asset Management LLC 2.59% Add +4.2% 740,628 $20.7M
Truist Financial Corp. 0.03% Reduce -1.2% 695,445 $19.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -14.8% 673,315 $18.8M
Morgan Stanley 0.00% Add +3.9% 662,219 $18.5M
Envestnet Asset Management Inc. 0.01% Add +61.3% 590,285 $16.5M
Eastern Bank 0.29% Add +0.1% 563,802 $15.8M
Sequoia Financial Advisors, LLC 0.15% Reduce -2.1% 543,197 $15.2M
Cobblestone Capital Advisors LLC 0.78% Reduce -0.4% 511,649 $14.3M
Signature Estate & Investment Advisors LLC 0.35% Reduce -8.9% 496,166 $13.9M
Focus Partners Advisor Solutions, LLC 0.19% Add +84.9% 410,028 $11.5M
Wilmington Savings Fund Society, FSB 0.21% No change 409,770 $11.4M
Baird Financial Group, Inc. 0.02% Add +5.7% 403,705 $11.3M
Private Advisor Group, LLC 0.06% Add +5.0% 392,279 $11.0M
Arcadia Investment Advisors LLC 5.81% Add +0.8% 381,874 $10.7M
NewEdge Advisors, LLC 0.06% Add +5.3% 348,762 $9.7M
Hantz Financial Services, Inc. 0.17% Add +10.8% 347,502 $9.7M
IAG Wealth Partners, LLC 1.64% Reduce -2.1% 333,068 $9.3M
Gerber Kawasaki Wealth & Investment Management 0.35% Reduce -4.9% 284,102 $7.9M
Wells Fargo & Company 0.00% Reduce -19.4% 276,015 $7.7M
Merit Financial Group, LLC 0.14% Add +23.6% 272,158 $7.6M
Whittier Trust Co. 0.10% Reduce -0.5% 271,327 $7.6M
Captrust Financial Advisors 0.02% Add +7.3% 268,402 $7.5M
UBS Group AG 0.00% Reduce -11.8% 249,299 $7.0M
Bank of Montreal 0.00% Reduce -5.7% 245,166 $6.8M
Waverly Advisors, LLC 0.10% Reduce -0.1% 232,772 $6.5M
Ameriprise Financial Inc. 0.00% Add +2.8% 225,792 $6.3M
Friday Financial 4.29% — 223,054 $6.2M
Commonwealth Equity Services, LLC 0.01% Reduce -8.9% 210,766 $5.9M
Nisa Investment Advisors, LLC 0.02% No change 199,000 $5.6M
Raymond James Financial Inc. 0.00% — 197,062 $5.5M
JPMorgan Chase & Co. 0.00% Add +794.9% 195,761 $5.5M
Tobias Financial Advisors, Inc. 1.10% Reduce -0.2% 195,618 $5.5M
Courage Miller Partners, LLC 1.85% Add +0.1% 193,055 $5.4M
Brady Martz Wealth Solutions, LLC 1.23% — 184,650 $5.1M
Focus Partners Wealth 0.01% Add +3.9% 172,590 $4.8M
Atlas Private Wealth Advisors 0.67% New 170,037 $4.8M
Mill Creek Capital Advisors, LLC 0.11% Reduce -2.9% 167,276 $4.7M
Mariner, LLC 0.01% Add +15.2% 164,204 $4.6M
Clearstead Advisors, LLC 0.07% Add +0.0% 157,422 $4.4M
Sterling Group Wealth Management, LLC 2.24% Add +2.2% 154,258 $4.3M
Osaic Holdings, Inc. 0.01% Add +5.8% 145,399 $4.1M
CVFG LLC 3.66% — 143,782 $4.0M
Valmark Advisers, Inc. 0.06% Reduce -1.0% 143,080 $4.0M
Walkner Condon Financial Advisors LLC 0.76% No change 134,696 $3.8M
Jane Street Group, LLC 0.01% Reduce -88.0% 133,305 $3.7M
Savant Capital, LLC 0.03% Reduce -3.2% 128,492 $3.6M
Montecito Bank & Trust 0.62% Add +4.5% 127,501 $3.6M
Capital Investment Advisors, LLC 0.07% Reduce -0.2% 120,032 $3.4M
Opal Wealth Advisors, LLC 1.00% Add +17.9% 119,096 $3.3M
Financial Counselors Inc. 0.05% Add +0.9% 115,097 $3.2M
Tiemann Investment Advisors, LLC 1.42% Reduce -11.2% 114,290 $3.2M
Renaissance Group LLC 0.13% New 108,215 $3.0M
3EDGE Asset Management, LP 0.17% New 101,127 $2.8M
Novem Group 0.41% — 99,353 $2.8M
Focus Financial Network, Inc. 0.11% Reduce -66.5% 97,674 $2.7M
Priebe Wealth Holdings LLC 1.75% Add +9.6% 92,464 $2.6M
BTC Capital Management, Inc. 0.23% No change 89,586 $2.5M
Cerity Partners LLC 0.01% Reduce -11.8% 87,341 $2.4M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.4% 82,334 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -4.8% 79,433 $2.2M
HHM Wealth Advisors, LLC 0.30% Reduce -0.6% 79,159 $2.2M
Synovus Financial Corp. 0.03% Reduce -29.5% 77,786 $2.2M
TD Private Client Wealth LLC 0.06% Add +329.7% 75,952 $2.1M
Wela Strategies, Inc. 0.89% Add +179.4% 67,320 $2.1M
Meridian Investment Counsel Inc. 0.59% Add +2.2% 70,939 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +321.7% 69,328 $1.9M
Mutual Advisors, LLC 0.05% Add +40.7% 64,782 $1.8M
Financial Engines Advisors L.L.C. 0.00% Reduce -2.1% 62,248 $1.7M
Corient Private Wealth LP 0.00% Reduce -1.1% 61,607 $1.7M
Freestone Capital Holdings, LLC 0.06% No change 59,702 $1.7M
Bank of New York Mellon Corp 0.00% Add +5.2% 55,408 $1.5M
Stifel Financial Corp. 0.00% Add +31.2% 54,918 $1.5M
Greenwood Capital Associates LLC 0.19% New 53,255 $1.5M
Monograph Wealth Advisors, LLC 0.18% No change 49,665 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +6.4% 49,493 $1.4M
First American Trust, FSB 0.13% New 46,968 $1.3M
Apollon Wealth Management, LLC 0.03% Reduce -3.1% 45,611 $1.3M
Bailard, Inc. 0.03% Reduce -0.7% 44,256 $1.2M
Cetera Investment Advisers 0.00% Add +5.4% 43,080 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -28.3% 39,707 $1.1M
Bragg Financial Advisors, Inc 0.04% Add +31.1% 39,206 $1.1M
Laraway Financial Advisors Inc 0.84% Reduce -2.1% 39,031 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -3.3% 38,408 $1.1M
Financial Consulate, Inc. 0.28% Reduce -0.1% 37,451 $1.0M
Creative Planning 0.00% Reduce -19.7% 36,733 $1.0M
Lido Advisors, LLC 0.01% Reduce -0.9% 36,398 $1.0M
Newman Dignan & Sheerar, Inc. 0.26% Reduce -1.7% 35,890 $1.0M
Tradition Wealth Management, LLC 0.09% Reduce -1.7% 35,314 $987K
Investors Research Corp 0.21% Reduce -0.9% 34,645 $968K

"% 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 223 holders