Purchases and Sales Made in Q4 2023 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
88.3KNew |
$8.64M - $9.73M
|
88.3K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.9K+ 291.72% |
$8.11M - $9.13M
|
111K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.7K+ 1279.49% |
$6.62M - $7.46M
|
73K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.8K+ 43.04% |
$6.53M - $7.36M
|
222K
$27.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5K+ 3601.15% |
$1.22M - $1.38M
|
12.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.97K+ 229.95% |
$486K - $547K
|
7.13K
$880K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.37K+ 55.17% |
$428K - $482K
|
12.3K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.81K+ 61.78% |
$373K - $420K
|
9.98K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.58K+ 17.64% |
$252K - $284K
|
17.2K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.94KNew |
$190K - $214K
|
1.94K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91KNew |
$187K - $211K
|
1.91K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 15.94% |
$100K - $113K
|
7.43K
$918K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
920+ 5.05% |
$90K - $101K
|
19.1K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
698+ 13.05% |
$68.3K - $76.9K
|
6.05K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
681+ 10.81% |
$66.6K - $75K
|
6.98K
$862K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
481+ 4.05% |
$47K - $53K
|
12.4K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
154New |
$15.1K - $17K
|
154
$19K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
148+ 1.01% |
$14.5K - $16.3K
|
14.9K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
100+ 4.69% |
$9.78K - $11K
|
2.23K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82New |
$8.02K - $9.03K
|
82
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.44% |
$1.66K - $1.87K
|
3.84K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15+ 0.37% |
$1.47K - $1.65K
|
4.06K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-73- 15.11% |
$7.14K - $8.04K
|
410
$50.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-330- 2.78% |
$32.3K - $36.4K
|
11.5K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-426- 1.85% |
$41.7K - $46.9K
|
22.6K
$2.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-706- 4.05% |
$69K - $77.8K
|
16.7K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.65K- 7.2% |
$259K - $292K
|
34.2K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.79K- 7.88% |
$273K - $307K
|
32.6K
$4.02M
|