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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
59New |
$2.95K - $3.26K
|
59
$3.41K
|
|
| 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
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.78K- 40.06% |
$136K - $159K
|
4.16K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-564- 5.58% |
$27.7K - $32.3K
|
9.55K
$551K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.69K+ 149.01% |
$230K - $268K
|
7.83K
$452K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-37- 0.88% |
$1.82K - $2.12K
|
4.19K
$242K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.91K - $5.72K
|
100
$5.77K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
89+ 123.61% |
$4.4K - $5.23K
|
161
$9.29K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.4K- 49.6% |
$564K - $670K
|
11.6K
$668K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.77KNew |
$236K - $281K
|
4.77K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-430- 41.39% |
$21.3K - $25.3K
|
609
$35.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49New |
$2.42K - $2.88K
|
49
$2.83K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-786- 23.98% |
$38.9K - $46.2K
|
2.49K
$144K
|
|
| 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
$677K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 2.09% |
$199 - $233
|
195
$11.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
23.6KNew |
$1.18M - $1.37M
|
23.6K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93.8KNew |
$4.67M - $5.46M
|
93.8K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$447 - $523
|
9
$519
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
253New |
$12.6K - $14.7K
|
253
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12+ 15.0% |
$597 - $698
|
92
$5.31K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.22KNew |
$210K - $245K
|
4.22K
$244K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
116New |
$5.77K - $6.75K
|
116
$6.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
287+ 18.23% |
$14.3K - $16.7K
|
1.86K
$107K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.26K+ 68.32% |
$62.5K - $73.1K
|
3.1K
$179K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
7.57KNew |
$377K - $440K
|
7.57K
$437K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.08KNew |
$203K - $237K
|
4.08K
$235K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-41.1K- 89.02% |
$2.04M - $2.39M
|
5.07K
$293K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.2K- 34.6% |
$59.5K - $69.6K
|
2.26K
$131K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
228New |
$10.2K - $12.4K
|
228
$13.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.23K- 34.94% |
$370K - $448K
|
15.3K
$885K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
528New |
$23.7K - $28.7K
|
528
$30.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36+ 10.94% |
$1.62K - $1.96K
|
365
$21.1K
|
|
| Q2 2022 | |||||||
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.55KNew |
$317K - $403K
|
6.55K
$378K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.1K+ 23.88% |
$52.9K - $67.5K
|
5.68K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-415Closed |
$20.1K - $25.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
53.7K+ 114.1% |
$2.6M - $3.31M
|
101K
$5.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 0.21% |
$3.58K - $4.56K
|
35.7K
$2.06M
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-90K- 81.58% |
$4.35M - $5.54M
|
20.3K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.28KClosed |
$207K - $264K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-521Closed |
$25.2K - $32.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
PUT |
-19KClosed |
$918K - $1.17M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.9K+ 64.76% |
$913K - $1.16M
|
48.1K
$2.77M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-266Closed |
$12.9K - $16.4K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-968Closed |
$46.8K - $59.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$8.86K - $11.9K
|
200
$11.5K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 33.33% |
$354 - $477
|
16
$924
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-30Closed |
$1.33K - $1.79K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-100- 13.25% |
$4.43K - $5.96K
|
655
$37.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$3.59K - $4.83K
|
0
$0
|
|