Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2K- 10.5% |
$54.3K - $63.5K
|
17K
$530K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.23K- 0.98% |
$60.7K - $70.9K
|
225K
$6.99M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.37K- 2.17% |
$64.5K - $75.4K
|
107K
$3.32M
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-2.38K- 10.88% |
$64.7K - $75.7K
|
19.5K
$606K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.54K- 10.01% |
$69.1K - $80.8K
|
22.9K
$711K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.59K- 2.81% |
$70.5K - $82.4K
|
89.5K
$2.79M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.72K- 14.71% |
$73.9K - $86.4K
|
15.8K
$491K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.79KClosed |
$75.8K - $88.6K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.05K- 7.82% |
$82.8K - $96.8K
|
35.9K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.71K- 10.42% |
$101K - $118K
|
31.9K
$994K
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.73K- 28.82% |
$101K - $119K
|
9.22K
$287K
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.75K- 12.75% |
$102K - $119K
|
25.6K
$798K
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.94K- 2.87% |
$107K - $125K
|
134K
$4.15M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.01K- 16.5% |
$109K - $127K
|
20.3K
$631K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.19K- 0.65% |
$114K - $133K
|
641K
$19.9M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.21K- 10.44% |
$115K - $134K
|
36.2K
$1.12M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.66K- 13.72% |
$181K - $212K
|
41.9K
$1.3M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.85K- 42.06% |
$186K - $218K
|
9.44K
$294K
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.97K- 23.57% |
$189K - $221K
|
22.6K
$703K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.53K- 2.19% |
$259K - $303K
|
425K
$13.2M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.5K- 30.05% |
$367K - $430K
|
31.5K
$979K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-13.8K- 10.48% |
$374K - $437K
|
117K
$3.65M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.8K- 13.71% |
$403K - $471K
|
93.3K
$2.9M
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-19.2K- 31.14% |
$523K - $612K
|
42.6K
$1.32M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25.7K- 66.69% |
$699K - $817K
|
12.8K
$399K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28K- 5.64% |
$760K - $889K
|
468K
$14.6M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-31.4K- 20.69% |
$855K - $999K
|
120K
$3.75M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32K- 4.48% |
$870K - $1.02M
|
682K
$21.2M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-36.9K- 10.04% |
$1M - $1.17M
|
331K
$10.3M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.8K- 20.81% |
$2.06M - $2.41M
|
288K
$8.97M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.3K- 41.56% |
$2.56M - $3M
|
133K
$4.13M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-224K- 33.98% |
$6.1M - $7.13M
|
436K
$13.6M
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-693K- 27.41% |
$18.8M - $22M
|
1.84M
$57.1M
|