SPDR MSCI ACWI EX-US (CWI) Institutional Ownership Changes & 13F Activity
SPDR MSCI ACWI EX-US (CWI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Ameriprise Financial Inc, Bank Of America Corp, Stonebrook Private Inc., and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Sell | -31,532 | -70.3% | 13,291 | $540.53K | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +123 | +0.1% | 183,600 | $7.47M | Q2 2026 | Aug 25, 2026 |
| Kingsview Wealth Management, Llc | Buy | +36,701 | +17.7% | 243,680 | $9.91M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +27,482 | +67.6% | 68,146 | $2.77M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -127,197 | -48.1% | 137,269 | $5.58M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,336 | -4.4% | 50,614 | $2.05M | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -1,507,191 | -94.2% | 92,809 | $3.77M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +694,399 | — | 694,399 | $28.24M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +538,590 | +6.1% | 9,374,374 | $381.26M | Q2 2026 | Aug 14, 2026 |
| Stonebrook Private Inc. | Buy | +129,334 | +41.9% | 438,294 | $17.83M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +52,534 | — | 52,534 | $2.14M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Retirement Plan Advisors Llc | Buy | +12,538 | +17.9% | 82,743 | $3.35M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,186 | +5.0% | 256,192 | $10.42M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +10,744 | +3.8% | 296,901 | $12.07M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +8,562 | — | 8,562 | $348.20K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -7,044 | -3.6% | 186,518 | $7.59M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +6,567 | +2.1% | 314,489 | $12.79M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Buy | +5,241 | — | 5,241 | $213.15K | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | Buy | +5,167 | — | 5,167 | $210.14K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +5,002 | +6.0% | 88,895 | $3.62M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -4,628 | -20.5% | 17,915 | $728.60K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,547 | +3.1% | 84,047 | $3.42M | Q2 2026 | Aug 14, 2026 |
| Wfa Of San Diego, Llc | Sell | -2,030 | -11.6% | 15,448 | $643.72K | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital Llc | Buy | +1,946 | — | 1,946 | $79.14K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -1,068 | -1.8% | 59,081 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,039 | — | 1,039 | $42.26K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -984 | -1.3% | 77,425 | $3.15M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +913 | +1.7% | 55,086 | $2.24M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -897 | -7.4% | 11,279 | $459.00K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Sell | -705 | -42.3% | 963 | $39.17K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CWI activity
Which institutional owners are buying CWI?
Institutional owners buying CWI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CWI activity?
"Buy" means an investor increased their reported position in CWI compared to the prior reporting period. This reflects growing exposure to SPDR MSCI ACWI EX-US (CWI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CWI increasing?
Institutional interest in CWI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.