State Street SPDR MSCI AcwiCWIETF

13F holders, Q1 2025 (March 31)
223holders
21new positions
21sold out
1famous investor
$29.58avg. 13F price*

At the end of Q1 2025, 223 institutions reported holding State Street SPDR MSCI Acwi (CWI) in their 13F filings, unchanged from Q4 2024. 21 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($223.8M), PNC Financial Services Group, Inc. ($114.1M) and Avantax Planning Partners, Inc. ($61.4M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions21$34.1M
Exits21$9.4M

All 13F filers, Q4 2024 → Q1 2025: 3,614,026 shares bought and 3,235,381 shares sold, net +378,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 223 holders

Bank of America Corp. 0.02% Reduce -18.6% 7,565,851 $223.8M
PNC Financial Services Group, Inc. 0.06% Add +3.1% 3,858,407 $114.1M
Avantax Planning Partners, Inc. 2.17% Add +7.9% 2,074,367 $61.4M
HighTower Advisors, LLC 0.07% Add +2.8% 1,856,130 $54.9M
GLOBALT Investments LLC / GA 1.78% Reduce -1.8% 1,469,899 $43.5M
LPL Financial LLC 0.02% Reduce -4.5% 1,319,875 $39.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.66% Reduce -2.1% 1,188,221 $35.1M
Hengehold Capital Management LLC 3.21% Reduce -0.6% 1,141,745 $33.8M
Pitcairn Co. 1.86% Reduce -6.2% 1,043,377 $30.9M
Jane Street Group, LLC 0.04% Add +526.8% 835,611 $24.7M
Morgan Stanley 0.00% Add +19.0% 787,949 $23.3M
Clal Insurance Enterprises Holdings Ltd 0.24% Add +1.4% 781,424 $23.1M
Lodestar Private Asset Management LLC 2.78% Add +0.9% 747,201 $22.1M
Forvis Mazars Wealth Advisors, LLC 0.50% Reduce -8.1% 711,608 $21.0M
Truist Financial Corp. 0.03% Reduce -0.9% 689,120 $20.4M
Envestnet Asset Management Inc. 0.01% Add +4.0% 613,958 $18.2M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -11.0% 598,954 $17.7M
Signature Estate & Investment Advisors LLC 0.44% Add +14.7% 569,021 $16.8M
Atlas Private Wealth Advisors 2.24% Add +220.2% 544,401 $16.1M
Sequoia Financial Advisors, LLC 0.12% Reduce -3.0% 526,868 $15.6M
Cobblestone Capital Advisors LLC 0.81% Reduce -2.0% 501,498 $14.8M
Private Advisor Group, LLC 0.08% Add +18.5% 464,854 $13.8M
Wealth Alliance Advisory Group, LLC 2.84% New 463,164 $13.7M
Mirae Asset Global Investments Co., Ltd. 0.05% New 423,520 $12.6M
Baird Financial Group, Inc. 0.02% Add +4.8% 423,027 $12.5M
Focus Partners Advisor Solutions, LLC 0.18% Reduce -0.1% 409,812 $12.1M
Wilmington Savings Fund Society, FSB 0.23% No change 409,770 $12.1M
Arcadia Investment Advisors LLC 6.38% Add +1.0% 385,730 $11.4M
NewEdge Advisors, LLC 0.06% Reduce -3.5% 336,594 $10.0M
IAG Wealth Partners, LLC 1.45% Reduce -5.3% 315,594 $9.3M
Hantz Financial Services, Inc. 0.16% Reduce -9.6% 314,297 $9.3M
JPMorgan Chase & Co. 0.00% Add +59.4% 311,996 $9.2M
Merit Financial Group, LLC 0.12% Add +1.5% 276,121 $8.2M
Gerber Kawasaki Wealth & Investment Management 0.36% Reduce -3.8% 273,384 $8.1M
Whittier Trust Co. 0.11% Reduce -2.2% 265,465 $7.8M
Captrust Financial Advisors 0.02% Reduce -2.3% 262,203 $7.8M
Waverly Advisors, LLC 0.09% Add +11.6% 259,810 $7.7M
Commonwealth Equity Services, LLC 0.01% Add +20.0% 252,981 $7.5M
Wells Fargo & Company 0.00% Reduce -8.5% 252,507 $7.5M
UBS Group AG 0.00% Reduce -1.1% 246,658 $7.3M
Bank of Montreal 0.00% Reduce -1.2% 242,255 $7.2M
Ameriprise Financial Inc. 0.00% Add +2.1% 230,616 $6.8M
Mach-1 Financial Group, LLC 2.03% Add +1193.6% 228,829 $6.8M
Friday Financial 3.97% No change 223,054 $6.6M
Mill Creek Capital Advisors, LLC 0.15% Add +27.1% 212,576 $6.3M
Raymond James Financial Inc. 0.00% Add +1.7% 200,408 $5.9M
Nisa Investment Advisors, LLC 0.03% No change 199,000 $5.9M
Courage Miller Partners, LLC 1.98% Add +2.1% 197,188 $5.8M
Tobias Financial Advisors, Inc. 1.12% No change 195,618 $5.8M
VestGen Advisors, LLC 0.25% — 186,747 $5.5M
Brady Martz Wealth Solutions, LLC 1.25% Add +0.8% 186,156 $5.5M
Sterling Group Wealth Management, LLC 2.55% Add +4.2% 160,763 $4.8M
Mariner, LLC 0.01% Reduce -3.8% 157,956 $4.7M
Clearstead Advisors, LLC 0.07% Reduce -0.1% 157,240 $4.7M
CVFG LLC 4.15% Add +7.4% 154,431 $4.6M
Focus Partners Wealth 0.01% Reduce -13.1% 150,001 $4.4M
3EDGE Asset Management, LP 0.29% Add +43.1% 144,690 $4.3M
Valmark Advisers, Inc. 0.06% Add +0.9% 144,320 $4.3M
Walkner Condon Financial Advisors LLC 0.81% No change 134,696 $4.0M
Opal Wealth Advisors, LLC 1.22% Add +12.0% 133,355 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -9.4% 131,712 $3.9M
Savant Capital, LLC 0.03% Reduce -1.6% 126,386 $3.7M
CWC Advisors, LLC. 2.11% New 125,494 $3.7M
Montecito Bank & Trust 0.65% Reduce -2.4% 124,481 $3.7M
Financial Counselors Inc. 0.05% Add +6.3% 122,393 $3.6M
Capital Investment Advisors, LLC 0.07% Reduce -3.5% 115,858 $3.4M
Tiemann Investment Advisors, LLC 1.52% Reduce -0.9% 113,218 $3.3M
Eastern Bank 0.06% Reduce -81.3% 105,321 $3.1M
Novem Group 0.43% Add +2.9% 102,207 $3.0M
TD Private Client Wealth LLC 0.08% Add +31.6% 99,982 $3.0M
Priebe Wealth Holdings LLC 1.76% Add +3.3% 95,531 $2.8M
Focus Financial Network, Inc. 0.11% Reduce -6.3% 91,467 $2.7M
BTC Capital Management, Inc. 0.24% No change 89,586 $2.6M
Cerity Partners LLC 0.01% Reduce -1.0% 86,448 $2.6M
Synovus Financial Corp. 0.03% Add +10.7% 86,117 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -0.0% 79,403 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.7% 79,280 $2.3M
HHM Wealth Advisors, LLC 0.32% No change 79,159 $2.3M
Goldman Sachs Group Inc. 0.00% Add +180.0% 77,576 $2.3M
Mutual Advisors, LLC 0.07% Add +16.4% 75,433 $2.3M
Meridian Investment Counsel Inc. 0.63% Add +1.6% 72,039 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.9% 65,958 $2.0M
Royal Bank of Canada 0.00% Add +122.5% 64,430 $1.9M
Freestone Capital Holdings, LLC 0.07% Add +4.7% 62,525 $1.8M
Financial Engines Advisors L.L.C. 0.00% Reduce -2.8% 60,538 $1.8M
First American Trust, FSB 0.14% Add +11.6% 52,409 $1.6M
Monograph Wealth Advisors, LLC 0.20% No change 49,665 $1.5M
Stifel Financial Corp. 0.00% Reduce -10.9% 48,929 $1.4M
Rockefeller Capital Management L.P. 0.00% Reduce -4.9% 47,060 $1.4M
Corient Private Wealth LP 0.00% Reduce -25.7% 45,780 $1.4M
Bailard, Inc. 0.03% No change 44,256 $1.3M
Cetera Investment Advisers 0.00% Reduce -0.4% 42,889 $1.3M
Apollon Wealth Management, LLC 0.03% Reduce -9.2% 41,434 $1.2M
Creative Planning 0.00% Add +5.4% 38,721 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -0.1% 38,369 $1.1M
Laraway Financial Advisors Inc 0.89% Reduce -2.7% 37,984 $1.1M
Tradition Wealth Management, LLC 0.10% Add +4.3% 36,814 $1.1M
Newman Dignan & Sheerar, Inc. 0.30% Add +1.9% 36,584 $1.1M
Lido Advisors, LLC 0.01% No change 36,398 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +18.0% 35,723 $1.1M

"% 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