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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.22KNew |
$210K - $245K
|
4.22K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10KNew |
$498K - $583K
|
10K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.26K+ 68.32% |
$62.5K - $73.1K
|
3.1K
$157K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
287+ 18.23% |
$14.3K - $16.7K
|
1.86K
$94.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
116New |
$5.77K - $6.75K
|
116
$5.86K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-2.73K- 14.74% |
$136K - $159K
|
15.8K
$797K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
7.57KNew |
$377K - $440K
|
7.57K
$383K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.08KNew |
$203K - $237K
|
4.08K
$206K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-41.1K- 89.02% |
$2.04M - $2.39M
|
5.07K
$256K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.2K- 34.6% |
$59.5K - $69.6K
|
2.26K
$114K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
228New |
$10.2K - $12.4K
|
228
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
528New |
$23.7K - $28.7K
|
528
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.23K- 34.94% |
$370K - $448K
|
15.3K
$775K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36+ 10.94% |
$1.62K - $1.96K
|
365
$18.4K
|
|
| Q2 2022 | |||||||
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.55KNew |
$317K - $403K
|
6.55K
$331K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.1K+ 23.88% |
$52.9K - $67.5K
|
5.68K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
53.7K+ 114.1% |
$2.6M - $3.31M
|
101K
$5.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-415Closed |
$20.1K - $25.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 0.21% |
$3.58K - $4.56K
|
35.7K
$1.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.9KNew |
$2.65M - $3.38M
|
54.9K
$2.78M
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-90K- 81.58% |
$4.35M - $5.54M
|
20.3K
$1.03M
|
|
|
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
$2.43M
|
|
|
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
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
60New |
$2.9K - $3.7K
|
60
$3.03K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$8.86K - $11.9K
|
200
$10.1K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 33.33% |
$354 - $477
|
16
$809
|
|
|
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
$33.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$3.59K - $4.83K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$56.4K - $75.9K
|
1.27K
$64.3K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-325Closed |
$14.4K - $19.4K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-325Closed |
$14.4K - $19.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-24Closed |
$972 - $1.09K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-72Closed |
$2.92K - $3.26K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-109Closed |
$4.41K - $4.93K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-308Closed |
$12.5K - $13.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-56Closed |
$2.27K - $2.53K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-790Closed |
$30.7K - $35.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
143New |
$3.89K - $5K
|
143
$7.23K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
157New |
$4.27K - $5.49K
|
157
$7.93K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
608New |
$16.5K - $21.3K
|
608
$30.7K
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-143Closed |
$3.89K - $5K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-100Closed |
$2.79K - $3.16K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19Closed |
$531 - $601
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-294Closed |
$6.31K - $9.27K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-879Closed |
$18.9K - $27.7K
|
0
$0
|
|