Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Russell 1000 Core (ONEY)
This table provides information about the institutional ownership of Spdr Ser Tr Russell 1000 Core (ONEY) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR RUSSELL 1000 CORE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127+ 1.92% |
$12.3K - $13.8K
|
6.76K
$743K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
109+ 33.23% |
$10.6K - $11.8K
|
437
$48K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66+ 5.95% |
$6.41K - $7.17K
|
1.18K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
65+ 2.57% |
$6.32K - $7.06K
|
2.6K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38+ 11.88% |
$3.69K - $4.13K
|
358
$39.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 1.38% |
$1.55K - $1.74K
|
1.18K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 1.38% |
$1.55K - $1.74K
|
1.18K
$129K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.33% |
$680 - $761
|
2.15K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 3.13% |
$97.2 - $109
|
33
$3.63K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7- 0.33% |
$680 - $761
|
2.1K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 5.6% |
$2.62K - $2.93K
|
455
$50K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87- 0.88% |
$8.45K - $9.45K
|
9.78K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-95- 3.83% |
$9.23K - $10.3K
|
2.39K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 4.49% |
$9.72K - $10.9K
|
2.13K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 3.93% |
$14.3K - $16K
|
3.6K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-241- 60.1% |
$23.4K - $26.2K
|
160
$17.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 2.78% |
$25K - $27.9K
|
9K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-309- 9.34% |
$30K - $33.6K
|
3K
$330K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-333- 39.5% |
$32.4K - $36.2K
|
510
$56.1K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-410- 12.06% |
$39.8K - $44.6K
|
2.99K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-473- 12.6% |
$46K - $51.4K
|
3.28K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-500- 13.12% |
$48.6K - $54.3K
|
3.31K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-634- 22.03% |
$61.6K - $68.9K
|
2.24K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-732- 5.22% |
$71.1K - $79.5K
|
13.3K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-845- 3.32% |
$82.1K - $91.8K
|
24.6K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-905- 22.13% |
$87.9K - $98.3K
|
3.18K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 2.3% |
$113K - $126K
|
49.1K
$5.4M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.27K- 5.97% |
$123K - $138K
|
19.9K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.33K- 43.15% |
$226K - $253K
|
3.07K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.28K- 0.71% |
$416K - $465K
|
598K
$65.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.59K- 55.25% |
$931K - $1.04M
|
7.76K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.6K- 2.55% |
$1.13M - $1.26M
|
445K
$48.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 98.74% |
$1.14M - $1.27M
|
150
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.4K- 21.26% |
$1.49M - $1.67M
|
56.9K
$6.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-23.4K- 48.86% |
$2.27M - $2.54M
|
24.5K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.7K- 64.37% |
$3.76M - $4.21M
|
21.4K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-39.1K- 87.98% |
$3.8M - $4.25M
|
5.35K
$588K
|