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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2021Sequoia Financial AdvisorsBuy38,727950,759$28,713
Q1 2021Sequoia Financial AdvisorsSell-154,009912,032$26,367
Q4 2020Sequoia Financial AdvisorsSell-28,2011,066,041$29,476
Q4 2020Renaissance Technologies LLCBuy3,90012,300$340
Q3 2020Sequoia Financial AdvisorsBuy1,094,2421,094,242$26,317
Q3 2020Renaissance Technologies LLCSell-4,1008,400$202
Q2 2020Sequoia Financial AdvisorsSell-1,393,7260$27,577
Q1 2020Sequoia Financial AdvisorsBuy117,8891,393,726$27,484
Q4 2019Sequoia Financial AdvisorsBuy55,3801,275,837$32,878
Q3 2019Sequoia Financial AdvisorsBuy229,1211,220,457$29,340
Q2 2019Sequoia Financial AdvisorsBuy136,762991,336$36,352
Q1 2019Sequoia Financial AdvisorsBuy378,948854,574$30,944
Q1 2019Renaissance Technologies LLCBuy1,10012,500$453
Q4 2018Sequoia Financial AdvisorsBuy107,966475,626$15,572
Q4 2018Renaissance Technologies LLCBuy11,40011,400$373
Q3 2018Sequoia Financial AdvisorsSell-35,773367,660$13,736
Q2 2018Sequoia Financial AdvisorsBuy4,592403,433$14,935
Q1 2018Sequoia Financial AdvisorsBuy6,112398,841$15,495
Q4 2017Sequoia Financial AdvisorsBuy8,909392,729$15,316
Q3 2017Sequoia Financial AdvisorsSell-3,710383,820$14,520
Q2 2017Sequoia Financial AdvisorsBuy2,027387,530$13,819
Q1 2017Sequoia Financial AdvisorsSell-33,991385,503$13,150
Q4 2016Sequoia Financial AdvisorsBuy46,617419,494$13,210
Q3 2016Sequoia Financial AdvisorsBuy372,877372,877$12,110

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.

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