Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.5KNew |
$3.84M - $4.52M
|
44.5K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 16.38% |
$1.46M - $1.72M
|
120K
$13.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
12.8K+ 10.63% |
$1.11M - $1.31M
|
134K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 1.98% |
$1.01M - $1.19M
|
602K
$66.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 7.88% |
$1.01M - $1.19M
|
160K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.21K+ 4.14% |
$794K - $936K
|
232K
$25.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.52KNew |
$649K - $765K
|
7.52K
$826K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.47KNew |
$385K - $454K
|
4.47K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.09KNew |
$353K - $416K
|
4.09K
$449K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.59KNew |
$310K - $365K
|
3.59K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.37K+ 41.28% |
$290K - $342K
|
11.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.31KNew |
$285K - $336K
|
3.31K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.54K+ 5.28% |
$219K - $258K
|
50.6K
$5.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.53KNew |
$218K - $257K
|
2.53K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 4.34% |
$216K - $255K
|
60.2K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.5KNew |
$216K - $254K
|
2.5K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.21KNew |
$190K - $224K
|
2.21K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.11KNew |
$182K - $215K
|
2.11K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.11KNew |
$182K - $214K
|
2.11K
$231K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.99KNew |
$171K - $202K
|
1.99K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 11.13% |
$150K - $177K
|
17.3K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.74K+ 31.56% |
$150K - $176K
|
7.23K
$794K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.33K+ 32.75% |
$115K - $135K
|
5.4K
$592K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 2.63% |
$110K - $130K
|
49.9K
$5.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.1K+ 16.82% |
$94.8K - $112K
|
7.64K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01K+ 121.39% |
$87.1K - $103K
|
1.84K
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
983+ 4.86% |
$84.8K - $99.9K
|
21.2K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
948+ 8.68% |
$81.7K - $96.4K
|
11.9K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
842+ 1.09% |
$72.6K - $85.6K
|
78.1K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
831+ 13.06% |
$71.6K - $84.5K
|
7.19K
$790K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
741+ 20.64% |
$63.9K - $75.3K
|
4.33K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
674+ 2.72% |
$58.1K - $68.5K
|
25.4K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
518+ 6.96% |
$44.7K - $52.7K
|
7.96K
$874K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
510New |
$44K - $51.9K
|
510
$56K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
402+ 5.32% |
$34.7K - $40.9K
|
7.96K
$874K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
375+ 11.13% |
$32.3K - $38.1K
|
3.74K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
320New |
$27.6K - $32.5K
|
320
$35.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
311New |
$26.8K - $31.6K
|
311
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
252+ 27.75% |
$21.7K - $25.6K
|
1.16K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
241+ 150.63% |
$20.8K - $24.5K
|
401
$44K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
224New |
$19.3K - $22.8K
|
224
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
207+ 1.5% |
$17.8K - $21K
|
14K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
187+ 1.96% |
$16.1K - $19K
|
9.75K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
102+ 1.28% |
$8.79K - $10.4K
|
8.09K
$889K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
98+ 3.12% |
$8.45K - $9.96K
|
3.24K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76+ 0.55% |
$6.55K - $7.73K
|
13.9K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 4.74% |
$4.31K - $5.08K
|
1.1K
$121K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50+ 4.5% |
$4.31K - $5.08K
|
1.16K
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22+ 0.77% |
$1.9K - $2.24K
|
2.88K
$316K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16+ 0.11% |
$1.38K - $1.63K
|
15.2K
$1.67M
|