Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
244K+ 4.09% |
$12M - $14M
|
6.22M
$327M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
188KNew |
$9.24M - $10.8M
|
188K
$9.89M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
70.8KNew |
$3.48M - $4.05M
|
70.8K
$3.72M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.7KNew |
$2.1M - $2.44M
|
42.7K
$2.25M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.4K+ 12.34% |
$1.1M - $1.28M
|
204K
$10.7M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.8K+ 24.11% |
$1.07M - $1.24M
|
112K
$5.89M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 30.73% |
$700K - $816K
|
60.7K
$3.19M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 9.65% |
$602K - $702K
|
139K
$7.33M
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.8K+ 5.1% |
$529K - $616K
|
222K
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
10.7K+ 46.47% |
$526K - $613K
|
33.7K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.03K+ 12.05% |
$394K - $459K
|
74.6K
$3.92M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.84K+ 25.2% |
$336K - $391K
|
34K
$1.79M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.69K+ 149.01% |
$230K - $268K
|
7.83K
$412K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.31K+ 4956.32% |
$212K - $247K
|
4.4K
$231K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.08K+ 1.19% |
$102K - $119K
|
177K
$9.3M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 10.44% |
$102K - $119K
|
22K
$1.15M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 4.18% |
$81.5K - $94.9K
|
41.4K
$2.18M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 20.32% |
$62.3K - $72.6K
|
7.51K
$395K
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.12K+ 4.74% |
$55.2K - $64.3K
|
24.8K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.04K+ 4.15% |
$51K - $59.5K
|
26.1K
$1.37M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 2.21% |
$47.8K - $55.7K
|
45K
$2.36M
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
831+ 17.59% |
$40.8K - $47.6K
|
5.55K
$292K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
705+ 2.51% |
$34.6K - $40.3K
|
28.8K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
623+ 30.64% |
$30.6K - $35.7K
|
2.66K
$140K
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
426+ 4.75% |
$20.9K - $24.4K
|
9.39K
$494K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
335New |
$16.5K - $19.2K
|
335
$17.6K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
307New |
$15.1K - $17.6K
|
307
$16.1K
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
192+ 3.04% |
$9.43K - $11K
|
6.52K
$343K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.91K - $5.72K
|
100
$5.26K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
87+ 2.12% |
$4.27K - $4.98K
|
4.19K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 2.11% |
$3.54K - $4.12K
|
3.48K
$183K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
23New |
$1.13K - $1.32K
|
23
$1.21K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.44% |
$98.2 - $114
|
84
$4.42K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 2.38% |
$49.1 - $57.2
|
43
$2.26K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-19- 0.04% |
$933 - $1.09K
|
51K
$2.68M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-37- 0.88% |
$1.82K - $2.12K
|
4.19K
$220K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-77- 1.26% |
$3.78K - $4.41K
|
6.02K
$317K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-173- 22.53% |
$8.5K - $9.9K
|
595
$31.3K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-173- 0.59% |
$8.5K - $9.9K
|
29.4K
$1.54M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-194- 4.07% |
$9.53K - $11.1K
|
4.57K
$240K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-287- 30.76% |
$14.1K - $16.4K
|
646
$34K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-404- 91.4% |
$19.8K - $23.1K
|
38
$2K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-564- 5.58% |
$27.7K - $32.3K
|
9.55K
$502K
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-579- 0.4% |
$28.4K - $33.1K
|
143K
$7.52M
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-695- 0.67% |
$34.1K - $39.8K
|
103K
$5.44M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 60.57% |
$67.5K - $78.7K
|
895
$47.1K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.69K- 1.39% |
$83K - $96.7K
|
120K
$6.3M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.79K- 5.35% |
$88K - $103K
|
31.7K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.83K- 2.22% |
$89.7K - $105K
|
80.5K
$4.23M
|