Purchases and Sales Made in Q4 2022 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.8K+ 94.3% |
$3.53M - $4.11M
|
86.1K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.1K+ 123.47% |
$1.53M - $1.78M
|
32.8K
$4.05M
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
15.5KNew |
$1.32M - $1.53M
|
15.5K
$1.92M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.2KNew |
$610K - $709K
|
7.2K
$890K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.02K+ 430.9% |
$425K - $494K
|
6.19K
$764K
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.33K+ 94.14% |
$282K - $328K
|
6.86K
$848K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.34KNew |
$198K - $230K
|
2.34K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.95KNew |
$165K - $192K
|
1.95K
$240K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$8.46K - $9.85K
|
100
$12.4K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.48% |
$1.52K - $1.77K
|
3.8K
$470K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.4% |
$1.35K - $1.58K
|
4.03K
$498K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-115- 25.0% |
$9.73K - $11.3K
|
345
$42.6K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-170- 1.38% |
$14.4K - $16.7K
|
12.1K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-568- 3.72% |
$48.1K - $55.9K
|
14.7K
$1.82M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.4K- 31.24% |
$877K - $1.02M
|
22.8K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.4K- 28.88% |
$3M - $3.49M
|
87.2K
$10.8M
|