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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $34.1M |
| Exits | 21 | $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 |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -9.3% | 35,558 | $1.1M |
| SpringVest Wealth Management LLC | 0.84% | No change | 34,164 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.9% | 33,791 | $1000K |
| Investors Research Corp | 0.21% | Reduce -3.2% | 33,527 | $992K |
| Bank of New York Mellon Corp | 0.00% | Reduce -47.6% | 29,057 | $859K |
| MML Investors Services, LLC | 0.00% | Reduce -2.0% | 27,724 | $820K |
| Masso Torrence Wealth Management Inc. | 0.44% | Reduce -15.8% | 27,606 | $817K |
| Sage Financial Group Inc. | 0.06% | No change | 25,771 | $762K |
| Kagan Cocozza Asset Management | 0.61% | Reduce -0.3% | 25,302 | $748K |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.9% | 24,240 | $717K |
| Wela Strategies, Inc. | 0.30% | Reduce -64.6% | 23,840 | $705K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 23,790 | $704K |
| Towneley Capital Management, Inc / DE | 0.16% | No change | 23,122 | $684K |
| 3Chopt Investment Partners, LLC | 0.18% | New | 22,696 | $671K |
| Bristlecone Advisors, LLC | 0.05% | No change | 21,298 | $630K |
| Iowa State Bank | 0.13% | Reduce -29.7% | 20,323 | $601K |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -24.4% | 19,306 | $571K |
| Grey Ledge Advisors, LLC | 0.14% | Add +3.0% | 18,086 | $535K |
| Bokf, NA | 0.01% | Add +828.7% | 17,553 | $519K |
| Tiaa Trust, National Association | 0.00% | No change | 17,547 | $519K |
| Chesley Taft & Associates LLC | 0.02% | Add +22.3% | 17,380 | $514K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.4% | 17,000 | $503K |
| Sharkey, Howes & Javer | 0.07% | Reduce -23.8% | 16,806 | $497K |
| Midwest Capital Advisors, LLC | 0.30% | Add +17.8% | 16,412 | $485K |
| Kure Advisory, LLC | 0.35% | — | 15,762 | $466K |
| SMI Advisory Services, LLC | 0.10% | Reduce -2.2% | 17,410 | $463K |
| RKL Wealth Management LLC | 0.04% | Reduce -14.1% | 15,544 | $460K |
| First Commonwealth Financial Corp | 0.10% | No change | 14,111 | $417K |
| Moneco Advisors, LLC | 0.04% | Reduce -0.2% | 13,834 | $409K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -2.5% | 13,402 | $396K |
| Western Wealth Management, LLC | 0.03% | No change | 13,043 | $386K |
| Stegner Investment Associates Inc. | 0.27% | Reduce -10.8% | 13,017 | $385K |
| Security National Bank of So Dak | 0.22% | No change | 12,977 | $384K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 12,496 | $370K |
| Radnor Capital Management, LLC | 0.06% | No change | 12,000 | $355K |
| Simplicity Wealth,LLC | 0.03% | New | 11,972 | $354K |
| Lokken Investment Group LLC | 0.15% | New | 11,857 | $351K |
| Wambolt & Associates, LLC | 0.12% | Reduce -3.4% | 11,759 | $349K |
| Blue Oak Capital, LLC | 0.19% | New | 11,509 | $340K |
| Curi Capital, LLC | 0.01% | No change | 11,321 | $335K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.4% | 10,993 | $325K |
| Goelzer Investment Management, Inc. | 0.02% | New | 10,785 | $319K |
| Highview Capital Management LLC | 0.13% | Reduce -13.4% | 10,541 | $312K |
| Virtu Financial LLC | 0.02% | New | 10,391 | $307K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 9,983 | $295K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 9,740 | $288K |
| Mitchell Capital Management Co. | 0.05% | Reduce -1.9% | 9,615 | $284K |
| Dakota Wealth Management | 0.01% | Reduce -32.3% | 9,124 | $270K |
| MAI Capital Management | 0.00% | No change | 8,995 | $266K |
| Nwam LLC | 0.02% | New | 8,945 | $265K |
| Signaturefd, LLC | 0.00% | Add +357.6% | 8,695 | $257K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -10.0% | 8,317 | $246K |
| Sentry LLC | 0.05% | No change | 8,250 | $244K |
| ARS Investment Partners, LLC | 0.02% | No change | 8,579 | $240K |
| Glassman Wealth Services | 0.04% | Add +0.8% | 7,978 | $236K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.5% | 7,919 | $234K |
| BIP Wealth, LLC | 0.02% | No change | 7,836 | $232K |
| Citadel Advisors | 0.00% | Add +8.8% | 7,733 | $229K |
| First National Trust Co | 0.01% | New | 7,668 | $227K |
| FMR LLC | 0.00% | Add +5.2% | 7,417 | $219K |
| Center For Asset Management LLC | 0.13% | New | 7,096 | $210K |
| Wealthgarden F.S. LLC | 0.20% | New | 7,028 | $208K |
| GoalVest Advisory LLC | 0.06% | Reduce -1.0% | 6,979 | $206K |
| Pinion Investment Advisors, LLC | 0.05% | New | 6,979 | $206K |
| Matrix Private Capital Group LLC | 0.12% | No change | 6,800 | $201K |
| Koshinski Asset Management, Inc. | 0.02% | New | 6,788 | $201K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,730 | $199K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.3% | 6,729 | $199K |
| 10Elms LLP | 0.23% | Reduce -8.1% | 6,503 | $192K |
| Deutsche Bank AG | 0.00% | No change | 6,149 | $182K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,889 | $174K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,700 | $169K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,669 | $138K |
| First Pacific Financial | 0.03% | No change | 4,391 | $130K |
| AE Wealth Management LLC | 0.00% | Add +6397.0% | 4,353 | $129K |
| Blair William & Co. | 0.00% | Reduce -13.7% | 4,058 | $120K |
| Private Wealth Management Group, LLC | 0.03% | No change | 3,200 | $95K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,075 | $91K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 2,864 | $85K |
| Farther Finance Advisors, LLC | 0.00% | Add +13765.0% | 2,773 | $82K |
| Tsfg, LLC | 0.01% | New | 1,969 | $58K |
| Synergy Investment Management, LLC | 0.02% | Add +3.6% | 1,751 | $52K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,717 | $50K |
| CoreCap Advisors, LLC | 0.00% | Add +2.9% | 1,620 | $48K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 1,591 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.2% | 1,776 | $47K |
| YANKCOM Partnership | 0.03% | No change | 1,538 | $45K |
| Rialto Wealth Management, LLC | 0.01% | Add +15.3% | 1,483 | $44K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -30.4% | 1,453 | $43K |
| Newton One Investments LLC | 0.01% | No change | 1,400 | $41K |
| Chilton Capital Management LLC | 0.00% | No change | 1,397 | $41K |
| Joseph Group Capital Management | 0.02% | Add +9.0% | 1,368 | $40K |
| PSI Advisors, LLC | 0.01% | No change | 1,345 | $40K |
| Main Street Group, LTD | 0.02% | Reduce -0.5% | 1,302 | $38K |
| Comerica Bank | 0.00% | Reduce -4.2% | 1,150 | $34K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 932 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 742 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Add +32.3% | 734 | $22K |
| MCF Advisors LLC | 0.00% | No change | 667 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 630 | $19K |
| Private Trust Co. NA | 0.00% | Add +75.5% | 595 | $18K |
| Dunhill Financial, LLC | 0.01% | No change | 556 | $16K |
| Blue Trust, Inc. | 0.00% | No change | 519 | $15K |
| Lanark Financial, Inc. | 0.00% | — | 523 | $15K |
| BankPlus Trust Department | 0.00% | No change | 468 | $14K |
| Key Financial Inc | 0.00% | No change | 430 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 374 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -14.9% | 360 | $11K |
| Compass Wealth Management LLC | 0.00% | Reduce -18.3% | 334 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 331 | $10K |
| 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 |
| Spire Wealth Management | 0.00% | New | 154 | $5K |
| Franklin Resources Inc. | 0.00% | Reduce -95.9% | 136 | $4K |
| Cwm, LLC | 0.00% | No change | 75 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 64 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -30.7% | 61 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 25 | $1K |
| Flaharty Asset Management, LLC | 0.00% | New | 24 | $710 |
| BlackRock, Inc. | 0.00% | No change | 18 | $532 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -25.0% | 3 | $89 |
"% 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.