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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcSell-31,532-70.3%13,291$540.53KQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+123+0.1%183,600$7.47MQ2 2026Aug 25, 2026
Kingsview Wealth Management, LlcBuy+36,701+17.7%243,680$9.91MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+27,482+67.6%68,146$2.77MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-127,197-48.1%137,269$5.58MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,336-4.4%50,614$2.05MQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-1,507,191-94.2%92,809$3.77MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+694,399694,399$28.24MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+538,590+6.1%9,374,374$381.26MQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+129,334+41.9%438,294$17.83MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+52,53452,534$2.14MQ2 2026Aug 14, 2026
Cerity Partners Retirement Plan Advisors LlcBuy+12,538+17.9%82,743$3.35MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+12,186+5.0%256,192$10.42MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+10,744+3.8%296,901$12.07MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+8,5628,562$348.20KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-7,044-3.6%186,518$7.59MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+6,567+2.1%314,489$12.79MQ2 2026Aug 14, 2026
National Philanthropic TrustBuy+5,2415,241$213.15KQ2 2026Aug 14, 2026
Northwest Bancshares, Inc.Buy+5,1675,167$210.14KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+5,002+6.0%88,895$3.62MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-4,628-20.5%17,915$728.60KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+2,547+3.1%84,047$3.42MQ2 2026Aug 14, 2026
Wfa Of San Diego, LlcSell-2,030-11.6%15,448$643.72KQ2 2026Aug 14, 2026
Lavaca Capital LlcBuy+1,9461,946$79.14KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-1,068-1.8%59,081$2.40MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,0391,039$42.26KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-984-1.3%77,425$3.15MQ2 2026Aug 14, 2026
Sei Investments CoBuy+913+1.7%55,086$2.24MQ2 2026Aug 14, 2026
Betterment LlcSell-897-7.4%11,279$459.00KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcSell-705-42.3%963$39.17KQ2 2026Aug 14, 2026
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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.