Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
648K+ 4865.97% |
$31.5M - $35M
|
661K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.4K+ 330.0% |
$4.68M - $5.21M
|
126K
$6.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.5K+ 102.35% |
$3.08M - $3.44M
|
126K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34K+ 35.26% |
$1.65M - $1.84M
|
130K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.4K+ 284.11% |
$1.48M - $1.64M
|
41.1K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
30K+ 56.43% |
$1.46M - $1.62M
|
83.2K
$4.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
20K+ 54.54% |
$970K - $1.08M
|
56.6K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.4K+ 0.22% |
$652K - $727K
|
6.16M
$324M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.04KNew |
$439K - $489K
|
9.04K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.63KNew |
$419K - $467K
|
8.63K
$454K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
8.41K+ 20.83% |
$408K - $455K
|
48.8K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8.29KNew |
$403K - $448K
|
8.29K
$436K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.65K+ 9.95% |
$372K - $414K
|
84.6K
$4.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.26K+ 33.69% |
$353K - $393K
|
28.8K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.14KNew |
$201K - $224K
|
4.14K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.77KNew |
$183K - $204K
|
3.77K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.88KNew |
$140K - $156K
|
2.88K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.81KNew |
$137K - $152K
|
2.81K
$148K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.81K+ 33.5% |
$136K - $152K
|
11.2K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.26KNew |
$110K - $122K
|
2.26K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 1.2% |
$103K - $114K
|
179K
$9.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 6.08% |
$102K - $114K
|
36.8K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2K+ 7.31% |
$97.1K - $108K
|
29.4K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 4.66% |
$76.4K - $85.1K
|
35.4K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.27K+ 33.25% |
$61.8K - $68.8K
|
5.1K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.19K+ 1.09% |
$58K - $64.6K
|
110K
$5.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.01K+ 3.62% |
$48.9K - $54.5K
|
28.8K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
776+ 15.26% |
$37.7K - $42K
|
5.86K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
657New |
$31.9K - $35.5K
|
657
$34.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
642+ 8.66% |
$31.2K - $34.7K
|
8.06K
$424K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
556+ 550.5% |
$27K - $30.1K
|
657
$34.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
510New |
$24.8K - $27.6K
|
510
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
430+ 10.26% |
$20.9K - $23.3K
|
4.62K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
350+ 10.78% |
$17K - $18.9K
|
3.6K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
345New |
$16.8K - $18.7K
|
345
$18.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
326+ 1.35% |
$15.8K - $17.6K
|
24.5K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
231New |
$11.2K - $12.5K
|
231
$12.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
223New |
$10.8K - $12.1K
|
223
$11.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
175New |
$8.5K - $9.46K
|
175
$9.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106+ 9.27% |
$5.15K - $5.73K
|
1.25K
$65.7K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
93New |
$4.52K - $5.03K
|
93
$4.89K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
83+ 15.04% |
$4.03K - $4.49K
|
635
$33.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.08% |
$340 - $379
|
653
$34.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.49% |
$243 - $270
|
340
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.06% |
$97.1 - $108
|
3.41K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.19% |
$48.6 - $54.1
|
85
$4.47K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.19% |
$48.6 - $54.1
|
85
$4.47K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-19- 0.09% |
$923 - $1.03K
|
21.8K
$1.14M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 97.67% |
$2.04K - $2.27K
|
1
$52.6
|