Purchases and Sales Made in Q2 2024 in Spdr Ser Tr Russell 1000 Core (ONEY)
This table provides information about the institutional ownership of Spdr Ser Tr Russell 1000 Core (ONEY) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR RUSSELL 1000 CORE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
782K+ 9541.47% |
$80M - $84.5M
|
790K
$92.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$15M - $15.8M
|
146K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
120K+ 26.91% |
$12.2M - $12.9M
|
565K
$66.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.9K+ 10.6% |
$1.42M - $1.5M
|
145K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.88KNew |
$908K - $959K
|
8.88K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.9K+ 46.18% |
$706K - $746K
|
21.8K
$2.56M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5.71KNew |
$584K - $617K
|
5.71K
$669K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.87KNew |
$396K - $418K
|
3.87K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.75K+ 38.37% |
$384K - $405K
|
13.5K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.32KNew |
$339K - $358K
|
3.32K
$389K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93KNew |
$300K - $317K
|
2.93K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.76K+ 8.51% |
$283K - $299K
|
35.3K
$4.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67K+ 1.08% |
$273K - $288K
|
249K
$29.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.58K+ 48.9% |
$263K - $278K
|
7.84K
$919K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.53K+ 10.53% |
$259K - $273K
|
26.5K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.46KNew |
$251K - $265K
|
2.46K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.32KNew |
$237K - $250K
|
2.32K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2K+ 5.89% |
$205K - $216K
|
36K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.92K+ 44.4% |
$197K - $208K
|
6.25K
$733K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.78K+ 16.92% |
$182K - $192K
|
12.3K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.68K+ 22.83% |
$172K - $181K
|
9.03K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 2.39% |
$132K - $140K
|
55.2K
$6.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 14.18% |
$131K - $138K
|
10.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 21.89% |
$120K - $127K
|
6.55K
$768K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.06K+ 0.63% |
$109K - $115K
|
171K
$20.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1K+ 11.48% |
$103K - $109K
|
9.75K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
908+ 10.36% |
$92.9K - $98.1K
|
9.68K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
622+ 32.7% |
$63.6K - $67.2K
|
2.52K
$296K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
564+ 5.31% |
$57.7K - $61K
|
11.2K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
467+ 22.46% |
$47.8K - $50.5K
|
2.55K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
443New |
$45.3K - $47.9K
|
443
$51.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
326New |
$33.4K - $35.2K
|
326
$38.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300+ 58.82% |
$30.7K - $32.4K
|
810
$94.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
285+ 3.63% |
$29.2K - $30.8K
|
8.13K
$952K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198New |
$20.3K - $21.4K
|
198
$23.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 4.78% |
$11.7K - $12.3K
|
2.5K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
111+ 1.64% |
$11.4K - $12K
|
6.87K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
105+ 4.68% |
$10.7K - $11.3K
|
2.35K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
96+ 60.0% |
$9.82K - $10.4K
|
256
$30K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87+ 1.53% |
$8.9K - $9.4K
|
5.76K
$674K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
61+ 2.26% |
$6.24K - $6.59K
|
2.77K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.7% |
$1.53K - $1.62K
|
2.14K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 2.75% |
$1.23K - $1.3K
|
449
$52.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.87% |
$1.13K - $1.19K
|
1.28K
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10+ 0.06% |
$1.02K - $1.08K
|
15.5K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.45% |
$1.02K - $1.08K
|
2.25K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.32% |
$716 - $757
|
2.16K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$102 - $108
|
1.95K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$102 - $108
|
0
$0
|