Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.2MNew |
$1.01B - $1.18B
|
20.2M
$1.06B
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.25M+ 453425.81% |
$62M - $72.5M
|
1.25M
$65.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93.8KNew |
$4.67M - $5.46M
|
93.8K
$4.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.3K+ 256.19% |
$4.19M - $4.9M
|
117K
$6.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.8K+ 957.67% |
$3.87M - $4.52M
|
85.9K
$4.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.3K+ 2150.8% |
$3.5M - $4.09M
|
73.6K
$3.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
62.8K+ 39.84% |
$3.12M - $3.65M
|
220K
$11.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
49.6K+ 55.96% |
$2.47M - $2.89M
|
138K
$7.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
24.9K+ 8.05% |
$1.24M - $1.45M
|
334K
$17.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
23.6KNew |
$1.18M - $1.37M
|
23.6K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$836K - $978K
|
16.8K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.6K+ 10.45% |
$724K - $847K
|
154K
$8.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.4KNew |
$666K - $779K
|
13.4K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.8K+ 7.22% |
$637K - $745K
|
190K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 189.3% |
$598K - $699K
|
18.4K
$967K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10KNew |
$498K - $583K
|
10K
$527K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.85KNew |
$440K - $515K
|
8.85K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.71KNew |
$433K - $507K
|
8.71K
$458K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
7.57KNew |
$377K - $440K
|
7.57K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.81K+ 85.3% |
$338K - $396K
|
14.8K
$778K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.49KNew |
$323K - $377K
|
6.49K
$341K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.39K+ 38.49% |
$318K - $371K
|
23K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.34KNew |
$266K - $311K
|
5.34K
$281K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.27K+ 15.84% |
$262K - $306K
|
38.5K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.65KNew |
$231K - $271K
|
4.65K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.22KNew |
$210K - $245K
|
4.22K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.19KNew |
$208K - $243K
|
4.19K
$220K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.08KNew |
$203K - $237K
|
4.08K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.63K+ 17.97% |
$180K - $211K
|
23.8K
$1.25M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.39K+ 2.74% |
$169K - $197K
|
127K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.09K+ 35.85% |
$154K - $180K
|
11.7K
$617K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.09K+ 35.85% |
$154K - $180K
|
11.7K
$617K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.02K+ 14.55% |
$150K - $176K
|
23.8K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 3.92% |
$144K - $169K
|
77K
$4.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.51K+ 44.75% |
$125K - $146K
|
8.12K
$427K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.44K+ 1.81% |
$121K - $142K
|
137K
$7.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.42KNew |
$121K - $141K
|
2.42K
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.07K+ 17.56% |
$103K - $120K
|
13.9K
$729K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.84K+ 4.92% |
$91.3K - $107K
|
39.2K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 233.09% |
$78.5K - $91.8K
|
2.26K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.26K+ 68.32% |
$62.5K - $73.1K
|
3.1K
$163K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.04KNew |
$51.7K - $60.4K
|
1.04K
$54.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
877+ 3.59% |
$43.6K - $51K
|
25.3K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
851New |
$42.3K - $49.5K
|
851
$44.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
622New |
$30.9K - $36.2K
|
622
$32.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
587+ 5.61% |
$29.2K - $34.1K
|
11K
$581K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
355New |
$17.7K - $20.6K
|
355
$18.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
330+ 0.31% |
$16.4K - $19.2K
|
105K
$5.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
287+ 18.23% |
$14.3K - $16.7K
|
1.86K
$97.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
253New |
$12.6K - $14.7K
|
253
$13.3K
|