Purchases and Sales Made in Q4 2023 in Spdr S&P Global Natural Resour (GNR)
This table provides information about the institutional ownership of Spdr S&P Global Natural Resour (GNR) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR S&P GLOBAL NATURAL RESOUR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.87KNew |
$471K - $509K
|
8.87K
$467K
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
8.86K+ 185.87% |
$470K - $509K
|
13.6K
$718K
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.36KNew |
$391K - $423K
|
7.36K
$388K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.07KNew |
$375K - $406K
|
7.07K
$373K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.33KNew |
$283K - $306K
|
5.33K
$281K
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.02KNew |
$266K - $288K
|
5.02K
$264K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.69KNew |
$249K - $269K
|
4.69K
$247K
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
4.38K+ 3.88% |
$232K - $251K
|
117K
$6.17M
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.03K+ 32.82% |
$214K - $231K
|
16.3K
$858K
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.93KNew |
$208K - $225K
|
3.93K
$207K
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.6KNew |
$191K - $207K
|
3.6K
$190K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
3.42K+ 20.09% |
$181K - $196K
|
20.4K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.36K+ 35.86% |
$178K - $193K
|
12.7K
$672K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.12K+ 26.6% |
$165K - $179K
|
14.8K
$782K
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.64% |
$153K - $165K
|
32.7K
$1.72M
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
2.68K+ 10.71% |
$142K - $154K
|
27.7K
$1.46M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.61K+ 1084.23% |
$139K - $150K
|
2.85K
$150K
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.6K+ 0.84% |
$138K - $149K
|
313K
$16.5M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.51K+ 1.23% |
$133K - $144K
|
207K
$10.9M
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.28K+ 78.98% |
$121K - $131K
|
5.18K
$273K
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
BUY
|
- |
1.95K+ 12.3% |
$103K - $112K
|
17.8K
$938K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.82KNew |
$96.7K - $105K
|
1.82K
$96K
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.82KNew |
$96.7K - $105K
|
1.82K
$96K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.59K+ 7.52% |
$84.1K - $91K
|
22.7K
$1.19M
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.57K+ 1.73% |
$83.3K - $90.1K
|
92.1K
$4.86M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.55K+ 37.56% |
$82.3K - $89K
|
5.68K
$299K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 2.17% |
$76.8K - $83.1K
|
68.1K
$3.59M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 2129.51% |
$68.9K - $74.6K
|
1.36K
$71.7K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.19K+ 28.19% |
$63.2K - $68.3K
|
5.41K
$285K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.16K+ 23.28% |
$61.7K - $66.7K
|
6.15K
$324K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 14.73% |
$59.8K - $64.6K
|
8.77K
$462K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$55.3K - $59.8K
|
17.9K
$945K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
983+ 22.35% |
$52.2K - $56.4K
|
5.38K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
967New |
$51.3K - $55.5K
|
967
$51K
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
814+ 3.58% |
$43.2K - $46.7K
|
23.5K
$1.24M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
805+ 2.31% |
$42.7K - $46.2K
|
35.6K
$1.88M
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
718+ 0.55% |
$38.1K - $41.2K
|
132K
$6.95M
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
627+ 1.32% |
$33.3K - $36K
|
48.2K
$2.54M
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
577+ 6.16% |
$30.6K - $33.1K
|
9.94K
$524K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
551+ 2.36% |
$29.2K - $31.6K
|
23.9K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
469+ 0.63% |
$24.9K - $26.9K
|
74.7K
$3.94M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
409+ 0.47% |
$21.7K - $23.5K
|
87.1K
$4.59M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
388+ 8.11% |
$20.6K - $22.3K
|
5.17K
$273K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
333+ 5.13% |
$17.7K - $19.1K
|
6.82K
$360K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
284New |
$15.1K - $16.3K
|
284
$15K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
263+ 4.88% |
$14K - $15.1K
|
5.65K
$298K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
249+ 0.47% |
$13.2K - $14.3K
|
52.8K
$2.78M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
225+ 1.92% |
$11.9K - $12.9K
|
11.9K
$628K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
200New |
$10.6K - $11.5K
|
200
$10.5K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
195New |
$10.3K - $11.2K
|
195
$10.3K
|