Latest Institutional Transactions on Spdr Ser Tr Russell 1000 Core (ONEY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Russell 1000 Core (ONEY) 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
46New |
$4.39K - $5.06K
|
46
$5.08K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.17K- 22.7% |
$207K - $239K
|
7.39K
$817K
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.19K- 18.29% |
$209K - $240K
|
9.77K
$1.08M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
82New |
$7.83K - $9.02K
|
82
$9.06K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.26K+ 3.55% |
$216K - $248K
|
65.9K
$7.28M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19+ 1.6% |
$1.81K - $2.09K
|
1.21K
$133K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
145+ 0.85% |
$13.9K - $15.9K
|
17.1K
$1.9M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.35K+ 14.57% |
$702K - $808K
|
57.8K
$6.39M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-253- 5.71% |
$24.2K - $27.8K
|
4.18K
$462K
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-13- 0.56% |
$1.24K - $1.43K
|
2.29K
$253K
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-505- 15.4% |
$48.2K - $55.5K
|
2.78K
$307K
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.05K- 31.33% |
$100K - $115K
|
2.3K
$254K
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
48+ 0.86% |
$4.58K - $5.28K
|
5.66K
$626K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 91.22% |
$107K - $123K
|
108
$11.9K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2KNew |
$191K - $220K
|
2K
$221K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
218New |
$20.8K - $24K
|
218
$24.1K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 41.35% |
$125K - $144K
|
1.85K
$205K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
163+ 7.21% |
$15.6K - $17.9K
|
2.42K
$268K
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.04K- 16.43% |
$195K - $225K
|
10.4K
$1.15M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.93K- 40.03% |
$184K - $212K
|
2.89K
$319K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.53K+ 17.08% |
$146K - $168K
|
10.5K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
286+ 12.72% |
$27.3K - $31.5K
|
2.54K
$280K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-285- 3.79% |
$27.2K - $31.3K
|
7.24K
$800K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-220- 7.72% |
$21K - $24.2K
|
2.63K
$291K
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
858+ 2.34% |
$82K - $94.4K
|
37.6K
$4.16M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
28+ 1.02% |
$2.67K - $3.08K
|
2.77K
$306K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
97+ 2.93% |
$9.27K - $10.7K
|
3.41K
$377K
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
975+ 2.73% |
$93.1K - $107K
|
36.7K
$4.05M
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-11- 0.36% |
$1.05K - $1.21K
|
3.06K
$338K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-113- 4.0% |
$10.8K - $12.4K
|
2.71K
$300K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7- 0.37% |
$669 - $770
|
1.9K
$210K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.33K+ 3.69% |
$127K - $146K
|
37.3K
$4.13M
|
|
Q1 2025 | |||||||
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$1.41M - $1.5M
|
13.3K
$1.47M
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-108- 28.2% |
$11.5K - $12.2K
|
275
$30.4K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
173+ 5.29% |
$18.4K - $19.6K
|
3.44K
$380K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.94KNew |
$207K - $220K
|
1.94K
$215K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.88KNew |
$838K - $891K
|
7.88K
$871K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
59New |
$6.28K - $6.67K
|
59
$6.52K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
156+ 6.38% |
$16.6K - $17.6K
|
2.6K
$288K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 12.12% |
$426 - $452
|
29
$3.21K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8- 24.24% |
$852 - $905
|
25
$2.76K
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-93- 2.15% |
$9.9K - $10.5K
|
4.23K
$467K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
652+ 5.83% |
$69.4K - $73.8K
|
11.8K
$1.31M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
160New |
$17K - $18.1K
|
160
$17.7K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15- 50.0% |
$1.6K - $1.7K
|
15
$1.66K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-40- 1.41% |
$4.26K - $4.52K
|
2.8K
$310K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
20+ 0.98% |
$2.13K - $2.26K
|
2.06K
$228K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-201- 1.44% |
$21.4K - $22.7K
|
13.7K
$1.52M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
93New |
$9.9K - $10.5K
|
93
$10.3K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
268New |
$28.5K - $30.3K
|
268
$29.6K
|