Purchases and Sales Made in Q1 2024 in Spdr Index Shs Fds S&P North A (NANR)
This table provides information about the institutional ownership of Spdr Index Shs Fds S&P North A (NANR) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S&P NORTH A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
157K+ 2.56% |
$7.36M - $8.59M
|
6.32M
$332M
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
40.7K+ 71.89% |
$1.9M - $2.22M
|
97.3K
$5.11M
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
24.4K+ 24.85% |
$1.14M - $1.33M
|
123K
$6.46M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15K+ 7.87% |
$699K - $816K
|
205K
$10.8M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 100.79% |
$611K - $713K
|
26K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 21.91% |
$532K - $621K
|
63.3K
$3.33M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.2KNew |
$524K - $612K
|
11.2K
$590K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$489K - $571K
|
10.5K
$550K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$489K - $570K
|
10.5K
$550K
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
7.87KNew |
$368K - $430K
|
7.87K
$414K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.2K+ 5.52% |
$337K - $393K
|
138K
$7.23M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.97KNew |
$326K - $380K
|
6.97K
$366K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.63K+ 19.16% |
$263K - $307K
|
35K
$1.84M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$215K - $251K
|
4.6K
$242K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.78KNew |
$177K - $206K
|
3.78K
$199K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.94K+ 2.25% |
$138K - $161K
|
133K
$7.02M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.85KNew |
$133K - $156K
|
2.85K
$150K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.75K+ 796.52% |
$128K - $150K
|
3.09K
$163K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.25K+ 10.32% |
$105K - $123K
|
24K
$1.26M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.86KNew |
$87K - $102K
|
1.86K
$97.9K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.64K+ 5.68% |
$76.5K - $89.3K
|
30.5K
$1.6M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 3.7% |
$61.1K - $71.4K
|
36.7K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.48% |
$56.6K - $66.1K
|
50K
$2.63M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 21.85% |
$47.2K - $55.1K
|
5.63K
$296K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
756+ 1.49% |
$35.3K - $41.3K
|
51.6K
$2.71M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
675+ 19.81% |
$31.6K - $36.8K
|
4.08K
$215K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
482+ 9.45% |
$22.5K - $26.3K
|
5.58K
$294K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
384+ 101.05% |
$18K - $21K
|
764
$40.2K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
355New |
$16.6K - $19.4K
|
355
$18.7K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
124+ 2.05% |
$5.8K - $6.77K
|
6.18K
$325K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
115New |
$5.38K - $6.28K
|
115
$6.05K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
107New |
$5K - $5.84K
|
107
$5.63K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103+ 3.26% |
$4.82K - $5.62K
|
3.26K
$171K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
67New |
$3.13K - $3.66K
|
67
$3.52K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54New |
$2.52K - $2.95K
|
54
$2.84K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44+ 24.31% |
$2.06K - $2.4K
|
225
$11.8K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.36K - $1.58K
|
29
$1.53K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
27New |
$1.26K - $1.47K
|
27
$1.42K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
23New |
$1.08K - $1.26K
|
23
$1.21K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.16% |
$281 - $327
|
3.78K
$199K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1New |
$46.8 - $54.6
|
1
$52.6
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$46.8 - $54.6
|
0
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 1.2% |
$701 - $819
|
1.23K
$64.7K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 0.88% |
$1.4K - $1.64K
|
3.38K
$178K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-53- 0.22% |
$2.48K - $2.89K
|
24.1K
$1.27M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92- 7.36% |
$4.3K - $5.02K
|
1.16K
$60.9K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.5% |
$4.49K - $5.24K
|
19.1K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-339- 9.42% |
$15.8K - $18.5K
|
3.26K
$171K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-525- 5.21% |
$24.5K - $28.7K
|
9.55K
$502K
|