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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $17.4M |
| Exits | 18 | $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 |
| SpringVest Wealth Management LLC | 0.82% | — | 34,164 | $955K |
| Masso Torrence Wealth Management Inc. | 0.48% | Reduce -7.2% | 32,774 | $916K |
| Equitable Holdings, Inc. | 0.01% | Reduce -14.1% | 32,283 | $902K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.6% | 30,272 | $846K |
| Royal Bank of Canada | 0.00% | Reduce -12.9% | 28,957 | $809K |
| Iowa State Bank | 0.17% | Reduce -0.5% | 28,924 | $808K |
| MML Investors Services, LLC | 0.00% | Reduce -9.4% | 28,295 | $791K |
| Goldman Sachs Group Inc. | 0.00% | No change | 27,710 | $774K |
| Sage Financial Group Inc. | 0.06% | No change | 25,771 | $720K |
| Baker Tilly Wealth Management, LLC | 0.28% | New | 25,541 | $714K |
| Kagan Cocozza Asset Management | 0.59% | — | 25,374 | $709K |
| Global Retirement Partners, LLC | 0.02% | Add +5.7% | 24,532 | $685K |
| GTS Securities LLC | 0.03% | New | 24,037 | $672K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 23,790 | $665K |
| Towneley Capital Management, Inc / DE | 0.15% | Reduce -24.2% | 23,122 | $646K |
| Sharkey, Howes & Javer | 0.09% | Reduce -5.6% | 22,047 | $616K |
| Bristlecone Advisors, LLC | 0.05% | No change | 21,298 | $595K |
| Avestar Capital, LLC | 0.05% | No change | 20,556 | $574K |
| RKL Wealth Management LLC | 0.04% | Reduce -31.0% | 18,101 | $506K |
| SIH Partners, LLLP | 0.04% | No change | 18,000 | $503K |
| Mach-1 Financial Group, LLC | 0.89% | Reduce -91.6% | 17,689 | $494K |
| Grey Ledge Advisors, LLC | 0.13% | Add +0.3% | 17,563 | $491K |
| Tiaa Trust, National Association | 0.00% | No change | 17,547 | $490K |
| SMI Advisory Services, LLC | 0.11% | Reduce -0.8% | 17,801 | $489K |
| Fulton Bank, N.A. | 0.02% | Add +2.5% | 17,421 | $487K |
| Stegner Investment Associates Inc. | 0.27% | Add +3.9% | 14,599 | $408K |
| Chesley Taft & Associates LLC | 0.02% | Add +9.1% | 14,214 | $397K |
| First Commonwealth Financial Corp | 0.09% | Add +5.6% | 14,111 | $394K |
| Midwest Capital Advisors, LLC | 0.28% | — | 13,938 | $389K |
| Moneco Advisors, LLC | 0.04% | New | 13,862 | $387K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +2.5% | 13,745 | $384K |
| Todd Asset Management LLC | 0.01% | New | 13,696 | $383K |
| Dakota Wealth Management | 0.01% | Reduce -36.6% | 13,477 | $377K |
| Western Wealth Management, LLC | 0.02% | No change | 13,043 | $364K |
| Security National Bank of So Dak | 0.20% | New | 12,977 | $363K |
| Klingenstein Fields & Co. LP | 0.01% | Add +1.1% | 12,496 | $349K |
| Wambolt & Associates, LLC | 0.11% | Reduce -3.4% | 12,176 | $340K |
| Highview Capital Management LLC | 0.13% | No change | 12,171 | $340K |
| Radnor Capital Management, LLC | 0.06% | Reduce -50.0% | 12,000 | $335K |
| Curi Capital, LLC | 0.01% | No change | 11,321 | $316K |
| CENTRAL TRUST Co | 0.01% | New | 11,120 | $311K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.4% | 10,786 | $301K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -30.4% | 10,732 | $300K |
| Lantern Wealth Advisors, LLC | 0.19% | No change | 10,275 | $287K |
| Janney Montgomery Scott LLC | 0.00% | No change | 10,084 | $282K |
| Banco Santander, S.A. | 0.00% | No change | 10,066 | $281K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 9,983 | $279K |
| Mitchell Capital Management Co. | 0.05% | Reduce -9.8% | 9,796 | $274K |
| FSM Wealth Advisors, LLC | 0.07% | Add +1.3% | 9,740 | $273K |
| Strategic Financial Concepts, LLC | 0.05% | Add +2.5% | 9,245 | $258K |
| MAI Capital Management | 0.00% | New | 8,995 | $251K |
| ARS Investment Partners, LLC | 0.02% | No change | 8,579 | $240K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.2% | 8,506 | $238K |
| First Trust Advisors LP | 0.00% | New | 8,300 | $232K |
| Sentry LLC | 0.04% | No change | 8,250 | $231K |
| Glassman Wealth Services | 0.04% | No change | 7,911 | $221K |
| BIP Wealth, LLC | 0.01% | Add +4.3% | 7,836 | $219K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 7,354 | $205K |
| Citadel Advisors | 0.00% | Reduce -59.0% | 7,109 | $199K |
| 10Elms LLP | 0.25% | — | 7,075 | $198K |
| FMR LLC | 0.00% | Add +0.9% | 7,053 | $197K |
| GoalVest Advisory LLC | 0.05% | No change | 7,049 | $197K |
| Matrix Private Capital Group LLC | 0.11% | No change | 6,800 | $190K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.3% | 6,644 | $186K |
| Deutsche Bank AG | 0.00% | No change | 6,149 | $172K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +20.2% | 5,889 | $164K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,700 | $159K |
| Blair William & Co. | 0.00% | Add +16.2% | 4,702 | $131K |
| First Pacific Financial | 0.03% | Add +1.4% | 4,391 | $123K |
| Franklin Resources Inc. | 0.00% | No change | 3,336 | $93K |
| Private Wealth Management Group, LLC | 0.03% | No change | 3,200 | $89K |
| Glenmede Trust Co. NA | 0.00% | Reduce -57.1% | 3,075 | $86K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,908 | $81K |
| Assetmark, Inc. | 0.00% | New | 2,899 | $81K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 2,864 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,375 | $67K |
| MilWealth Group LLC | 0.02% | New | 2,250 | $63K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,086 | $58K |
| Signaturefd, LLC | 0.00% | No change | 1,900 | $53K |
| Bokf, NA | 0.00% | No change | 1,890 | $52K |
| Synergy Investment Management, LLC | 0.02% | — | 1,690 | $47K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,717 | $47K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,625 | $47K |
| Stonebridge Financial Group, LLC | 0.00% | — | 1,591 | $44K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.5% | 1,575 | $44K |
| YANKCOM Partnership | 0.02% | — | 1,538 | $43K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,400 | $39K |
| Newton One Investments LLC | 0.02% | New | 1,400 | $39K |
| Chilton Capital Management LLC | 0.00% | No change | 1,397 | $39K |
| PSI Advisors, LLC | 0.01% | Reduce -31.5% | 1,345 | $38K |
| Main Street Group, LTD | 0.02% | Reduce -23.3% | 1,309 | $37K |
| Rialto Wealth Management, LLC | 0.01% | — | 1,286 | $36K |
| Joseph Group Capital Management | 0.01% | Add +64.3% | 1,255 | $35K |
| Comerica Bank | 0.00% | Reduce -71.5% | 1,200 | $34K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 932 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +1.5% | 742 | $21K |
| MCF Advisors LLC | 0.00% | No change | 667 | $19K |
| Dunhill Financial, LLC | 0.01% | New | 556 | $16K |
| SBI Securities Co., Ltd. | 0.00% | — | 555 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -2.6% | 519 | $15K |
| BankPlus Trust Department | 0.00% | — | 468 | $13K |
| Key Financial Inc | 0.00% | No change | 430 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 423 | $12K |
| Compass Wealth Management LLC | 0.00% | No change | 409 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | New | 400 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 374 | $10K |
| Private Trust Co. NA | 0.00% | No change | 339 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 331 | $9K |
| Continuum Advisory, LLC | 0.00% | Add +335.1% | 322 | $9K |
| Financial Life Planners | 0.01% | — | 311 | $9K |
| 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 |
| Oarsman Capital, Inc. | 0.00% | No change | 135 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 88 | $2K |
| Cwm, LLC | 0.00% | New | 75 | $2K |
| AE Wealth Management LLC | 0.00% | New | 67 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 64 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -99.8% | 25 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $559 |
| BlackRock, Inc. | 0.00% | No change | 18 | $503 |
| Smartleaf Asset Management LLC | 0.00% | New | 4 | $111 |
"% 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.