Purchases and Sales Made in Q1 2023 in Spdr Index Shs Fds S&P North A (NANR)
This table provides information about the institutional ownership of Spdr Index Shs Fds S&P North A (NANR) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S&P NORTH A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
122K+ 55.56% |
$6.05M - $7.2M
|
343K
$19.7M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.5KNew |
$3.24M - $3.85M
|
65.5K
$3.76M
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
51.1KNew |
$2.53M - $3M
|
51.1K
$2.93M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 718.57% |
$2.45M - $2.91M
|
56.5K
$3.24M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
39.6K+ 28.8% |
$1.96M - $2.33M
|
177K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.5KNew |
$1.66M - $1.97M
|
33.5K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.5KNew |
$1.56M - $1.85M
|
31.5K
$1.81M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.8K+ 13.51% |
$1.03M - $1.22M
|
175K
$10M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.1K+ 15.79% |
$992K - $1.18M
|
147K
$8.44M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.4KNew |
$961K - $1.14M
|
19.4K
$1.12M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 117.12% |
$749K - $891K
|
28.1K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 17.21% |
$655K - $779K
|
90.2K
$5.18M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6K+ 85.04% |
$622K - $739K
|
27.4K
$1.57M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.5K+ 120.29% |
$518K - $616K
|
19.2K
$1.1M
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
10K+ 76.92% |
$495K - $589K
|
23K
$1.32M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.93KNew |
$343K - $408K
|
6.93K
$398K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.1KNew |
$302K - $358K
|
6.1K
$350K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.29K+ 3.83% |
$262K - $311K
|
144K
$8.24M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.77KNew |
$236K - $281K
|
4.77K
$274K
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.72KNew |
$234K - $278K
|
4.72K
$271K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.02K+ 5437.84% |
$199K - $237K
|
4.1K
$235K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.15KNew |
$156K - $185K
|
3.15K
$181K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.07K+ 18.24% |
$152K - $180K
|
19.9K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.89K+ 4.54% |
$143K - $170K
|
66.6K
$3.82M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.37K+ 5.37% |
$117K - $139K
|
46.4K
$2.66M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 7.24% |
$90.5K - $108K
|
27.1K
$1.56M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.27K+ 5.34% |
$62.8K - $74.7K
|
25.1K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.26K+ 14.27% |
$62.5K - $74.3K
|
10.1K
$581K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.19K+ 3.08% |
$58.7K - $69.7K
|
39.7K
$2.28M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
552New |
$27.3K - $32.5K
|
552
$31.7K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
380New |
$18.8K - $22.3K
|
380
$21.8K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
338New |
$16.7K - $19.9K
|
338
$19.4K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
300+ 17.31% |
$14.8K - $17.6K
|
2.03K
$117K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
255+ 255.0% |
$12.6K - $15K
|
355
$20.4K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 2.56% |
$8.21K - $9.76K
|
6.65K
$382K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144New |
$7.12K - $8.47K
|
144
$8.27K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
89+ 123.61% |
$4.4K - $5.23K
|
161
$9.24K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
59+ 4.84% |
$2.92K - $3.47K
|
1.28K
$73.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49New |
$2.42K - $2.88K
|
49
$2.81K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41+ 4100.0% |
$2.03K - $2.41K
|
42
$2.41K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.96% |
$1.98K - $2.35K
|
4.23K
$243K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 9.75% |
$4.11K - $4.88K
|
768
$44.1K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-123- 0.52% |
$6.08K - $7.23K
|
23.7K
$1.36M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-124- 0.42% |
$6.13K - $7.29K
|
29.5K
$1.7M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-430- 41.39% |
$21.3K - $25.3K
|
609
$35K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-462- 0.38% |
$22.9K - $27.2K
|
121K
$6.97M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-622Closed |
$30.8K - $36.6K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-648- 88.16% |
$32.1K - $38.1K
|
87
$4.99K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-786- 23.98% |
$38.9K - $46.2K
|
2.49K
$143K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-844- 11.78% |
$41.7K - $49.6K
|
6.32K
$363K
|