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 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
179+ 0.17% |
$8.9K - $10.4K
|
105K
$5.52M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
116New |
$5.77K - $6.75K
|
116
$6.1K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
82New |
$4.08K - $4.77K
|
82
$4.31K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
72New |
$3.58K - $4.19K
|
72
$3.79K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
67New |
$3.33K - $3.9K
|
67
$3.52K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$746 - $872
|
15
$789
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12+ 15.0% |
$597 - $698
|
92
$4.84K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$447 - $523
|
9
$473
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 2.09% |
$199 - $233
|
195
$10.3K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-80- 12.66% |
$3.98K - $4.65K
|
552
$29K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83Closed |
$4.13K - $4.83K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-206- 0.69% |
$10.2K - $12K
|
29.7K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-293- 0.46% |
$14.6K - $17K
|
63.7K
$3.35M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-312- 81.89% |
$15.5K - $18.1K
|
69
$3.63K
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-372- 4.93% |
$18.5K - $21.6K
|
7.17K
$377K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-400- 10.5% |
$19.9K - $23.3K
|
3.41K
$179K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-412- 11.17% |
$20.5K - $24K
|
3.28K
$172K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-435- 1.74% |
$21.6K - $25.3K
|
24.6K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-499- 12.78% |
$24.8K - $29K
|
3.41K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-772- 0.91% |
$38.4K - $44.9K
|
84K
$4.42M
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.05K- 10.49% |
$52.3K - $61.1K
|
8.96K
$471K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.2K- 34.6% |
$59.5K - $69.6K
|
2.26K
$119K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-2.73K- 14.74% |
$136K - $159K
|
15.8K
$830K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.99K- 30.21% |
$148K - $174K
|
6.9K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.45K- 66.58% |
$172K - $201K
|
1.73K
$91.1K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.07K- 8.46% |
$202K - $237K
|
44K
$2.32M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.54K- 36.81% |
$375K - $438K
|
12.9K
$680K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 45.58% |
$621K - $727K
|
14.9K
$785K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.7K- 9.6% |
$882K - $1.03M
|
167K
$8.78M
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-20.1K- 14.16% |
$1M - $1.17M
|
122K
$6.41M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-41.1K- 89.02% |
$2.04M - $2.39M
|
5.07K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-704K- 10.37% |
$35M - $40.9M
|
6.09M
$320M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20.2M- 99.92% |
$1B - $1.17B
|
16.6K
$872K
|