Who Owns CWI?
State Street SPDR MSCI ACWI ex-US ETF — Institutional Ownership & 13F Holdings
$38.40
-0.32 (-0.83%)
Market Cap
$2.6B
Shares Outstanding
59,639,553
Institutional Holders
221
Total Inst. Value
$990.2M
% of Float Held
—
QoQ Holder Change
+68
Institutional data as of Q1 2025
New Positions
49
Closed Positions
23
Increased
56
Decreased
68
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $223.8M | 7,565,851 |
| 2 | Avantax Planning Partners, Inc. | $61.4M | 2,074,367 |
| 3 | HighTower Advisors, LLC | $54.9M | 1,856,130 |
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.1M | 1,188,221 |
| 5 | HENGEHOLD CAPITAL MANAGEMENT LLC | $33.8M | 1,141,745 |
| 6 | PITCAIRN CO | $30.9M | 1,043,377 |
| 7 | JANE STREET GROUP, LLC | $24.7M | 835,611 |
| 8 | MORGAN STANLEY | $23.3M | 787,949 |
| 9 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $22.1M | 747,201 |
| 10 | Forvis Mazars Wealth Advisors, LLC | $21.0M | 711,608 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Avantax Planning Partners, Inc. | +152K | $61.4M |
| HighTower Advisors, LLC | +50K | $54.9M |
| JANE STREET GROUP, LLC | +702K | $24.7M |
| MORGAN STANLEY | +126K | $23.3M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | +7K | $22.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -1.7M | $223.8M |
| EASTERN BANK | -458K | $3.1M |
| Strategic Financial Concepts, LLC | -250K | $246K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -203K | $17.7M |
| PITCAIRN CO | -69K | $30.9M |
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Frequently Asked Questions
How many institutional investors hold CWI?
As of Q1 2025, 221 institutional investors report holding CWI (State Street SPDR MSCI ACWI ex-US ETF) in their 13F filings.
Which hedge fund owns the most CWI?
The largest institutional holder of CWI is BANK OF AMERICA CORP /DE/ with $223.8M in shares.
Are institutions buying or selling CWI?
This quarter, 49 institutions opened new positions in CWI and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.