Latest Institutional Transactions on Spdr Index Shs Fds S&P North A (NANR)
This table provides information on the latest institutional transactions involving Spdr Index Shs Fds S&P North A (NANR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8.78K- 10.38% |
$411K - $479K
|
75.8K
$3.83M
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 97.67% |
$2.04K - $2.27K
|
1
$50.5
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.19% |
$48.6 - $54.1
|
85
$4.3K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
93New |
$4.52K - $5.03K
|
93
$4.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.63KNew |
$419K - $467K
|
8.63K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.04KNew |
$439K - $489K
|
9.04K
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.34K- 8.01% |
$405K - $451K
|
95.8K
$4.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
510New |
$24.8K - $27.6K
|
510
$25.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-4.92K- 6.28% |
$239K - $266K
|
73.5K
$3.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
231New |
$11.2K - $12.5K
|
231
$11.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.88KNew |
$140K - $156K
|
2.88K
$146K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 52.43% |
$50.3K - $56K
|
939
$47.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-146- 23.86% |
$7.09K - $7.9K
|
466
$23.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
175New |
$8.5K - $9.46K
|
175
$8.84K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
223New |
$10.8K - $12.1K
|
223
$11.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-391- 0.78% |
$19K - $21.1K
|
50K
$2.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
642+ 8.66% |
$31.2K - $34.7K
|
8.06K
$407K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-52- 0.84% |
$2.53K - $2.81K
|
6.18K
$312K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
477+ 6.35% |
$23.9K - $26.4K
|
7.99K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13- 2.18% |
$651 - $719
|
582
$29.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.51KNew |
$75.6K - $83.5K
|
1.51K
$76.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
566New |
$28.3K - $31.3K
|
566
$28.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150New |
$7.51K - $8.29K
|
150
$7.58K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.13KNew |
$157K - $173K
|
3.13K
$158K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
260New |
$13K - $14.4K
|
260
$13.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
59New |
$2.95K - $3.26K
|
59
$2.98K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
426+ 4.75% |
$20.9K - $24.4K
|
9.39K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
307New |
$15.1K - $17.6K
|
307
$15.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.78K- 40.06% |
$136K - $159K
|
4.16K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-564- 5.58% |
$27.7K - $32.3K
|
9.55K
$483K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.69K+ 149.01% |
$230K - $268K
|
7.83K
$396K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-37- 0.88% |
$1.82K - $2.12K
|
4.19K
$212K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.91K - $5.72K
|
100
$5.05K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
255+ 255.0% |
$12.6K - $15K
|
355
$17.9K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.4K- 49.6% |
$564K - $670K
|
11.6K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
89+ 123.61% |
$4.4K - $5.23K
|
161
$8.14K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.77KNew |
$236K - $281K
|
4.77K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-430- 41.39% |
$21.3K - $25.3K
|
609
$30.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49New |
$2.42K - $2.88K
|
49
$2.48K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-786- 23.98% |
$38.9K - $46.2K
|
2.49K
$126K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 2.56% |
$8.21K - $9.76K
|
6.65K
$336K
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83Closed |
$4.13K - $4.83K
|
0
$0
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.09K+ 35.85% |
$154K - $180K
|
11.7K
$593K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 2.09% |
$199 - $233
|
195
$9.86K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
23.6KNew |
$1.18M - $1.37M
|
23.6K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
253New |
$12.6K - $14.7K
|
253
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$447 - $523
|
9
$455
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93.8KNew |
$4.67M - $5.46M
|
93.8K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12+ 15.0% |
$597 - $698
|
92
$4.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.4KNew |
$666K - $779K
|
13.4K
$677K
|
|