Purchases and Sales Made in Q1 2023 in Spdr Index Shs Fd Spdr S&P Int (GWX)
This table provides information about the institutional ownership of Spdr Index Shs Fd Spdr S&P Int (GWX) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FD SPDR S&P INT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.37K+ 12.6% |
$69.2K - $76.4K
|
21.1K
$657K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.2KNew |
$64.3K - $71.1K
|
2.2K
$68.4K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 2.92% |
$58.6K - $64.8K
|
70.6K
$2.2M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.95K+ 43.05% |
$57K - $63K
|
6.48K
$202K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.82K+ 13.32% |
$53.3K - $58.9K
|
15.5K
$482K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 3.6% |
$48K - $53K
|
47.2K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55KNew |
$45.3K - $50K
|
1.55K
$48.2K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.5K+ 19.59% |
$43.8K - $48.4K
|
9.14K
$284K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.07K+ 17.92% |
$31.2K - $34.5K
|
7.02K
$218K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.03K+ 8.7% |
$30K - $33.1K
|
12.8K
$399K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
953+ 5.2% |
$27.9K - $30.8K
|
19.3K
$600K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
934+ 5.05% |
$27.3K - $30.2K
|
19.4K
$604K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
862New |
$25.2K - $27.8K
|
862
$26.8K
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
768+ 9.94% |
$22.5K - $24.8K
|
8.49K
$264K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
764+ 8.32% |
$22.3K - $24.7K
|
9.95K
$310K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
738+ 2.0% |
$21.6K - $23.8K
|
37.7K
$1.17M
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
738+ 3.52% |
$21.6K - $23.8K
|
21.7K
$674K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
689+ 12.77% |
$20.1K - $22.3K
|
6.09K
$189K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
634+ 3.04% |
$18.5K - $20.5K
|
21.5K
$669K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
593+ 8.43% |
$17.3K - $19.2K
|
7.63K
$237K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
546+ 5.39% |
$16K - $17.6K
|
10.7K
$332K
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
522+ 5.44% |
$15.3K - $16.9K
|
10.1K
$315K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
464+ 3.23% |
$13.6K - $15K
|
14.8K
$461K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
353+ 1.59% |
$10.3K - $11.4K
|
22.6K
$703K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
349+ 68.97% |
$10.2K - $11.3K
|
855
$26.6K
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
345+ 2.58% |
$10.1K - $11.1K
|
13.7K
$427K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
316+ 0.89% |
$9.24K - $10.2K
|
35.9K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
288+ 0.85% |
$8.42K - $9.3K
|
34.1K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
286+ 26.7% |
$8.36K - $9.24K
|
1.36K
$42.2K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
273+ 2.49% |
$7.98K - $8.82K
|
11.3K
$350K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
273+ 2.49% |
$7.98K - $8.82K
|
11.3K
$350K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
243New |
$7.11K - $7.85K
|
243
$7.56K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
228+ 1.07% |
$6.67K - $7.36K
|
21.6K
$673K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
205+ 0.17% |
$5.99K - $6.62K
|
118K
$3.68M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196New |
$5.73K - $6.33K
|
196
$6.1K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
174New |
$5.09K - $5.62K
|
174
$5.41K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 26.54% |
$4.91K - $5.43K
|
801
$24.9K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
158New |
$4.62K - $5.1K
|
158
$4.92K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
146New |
$4.27K - $4.72K
|
146
$4.54K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
140+ 10.57% |
$4.09K - $4.52K
|
1.46K
$45.5K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$439 - $484
|
15
$467
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 17.65% |
$175 - $194
|
40
$1.24K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3- 0.03% |
$87.7 - $96.9
|
8.63K
$268K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 50.0% |
$146 - $162
|
5
$156
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24- 0.35% |
$702 - $775
|
6.78K
$211K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-27Closed |
$789 - $872
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27- 47.37% |
$789 - $872
|
30
$933
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-36- 12.37% |
$1.05K - $1.16K
|
255
$7.93K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 0.35% |
$1.08K - $1.2K
|
10.5K
$327K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 0.14% |
$1.49K - $1.65K
|
36.1K
$1.12M
|