Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
833K+ 10847.86% |
$90.2M - $97.9M
|
841K
$93.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
111KNew |
$12.1M - $13.1M
|
111K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
16.8KNew |
$1.82M - $1.98M
|
16.8K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$488K - $530K
|
4.51K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.41K+ 12.95% |
$369K - $401K
|
29.7K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.26K+ 19.73% |
$244K - $265K
|
13.7K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$220K - $239K
|
2.03K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
916+ 8.85% |
$99.2K - $108K
|
11.3K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
887+ 24.28% |
$96K - $104K
|
4.54K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
449+ 2.8% |
$48.6K - $52.8K
|
16.5K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
312+ 0.47% |
$33.8K - $36.7K
|
67.3K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
275+ 14.47% |
$29.8K - $32.3K
|
2.18K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
170+ 7.04% |
$18.4K - $20K
|
2.59K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
148+ 2.08% |
$16K - $17.4K
|
7.27K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
135+ 4.88% |
$14.6K - $15.9K
|
2.9K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
103+ 3.25% |
$11.2K - $12.1K
|
3.27K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
61New |
$6.61K - $7.17K
|
61
$6.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 2.71% |
$6.5K - $7.05K
|
2.27K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
40+ 1.46% |
$4.33K - $4.7K
|
2.78K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
34+ 1.6% |
$3.68K - $4K
|
2.16K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$3.57K - $3.88K
|
33
$3.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
30+ 0.09% |
$3.25K - $3.53K
|
35.1K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.64% |
$3.14K - $3.41K
|
4.59K
$512K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$1.84K - $2K
|
17
$1.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15New |
$1.62K - $1.76K
|
15
$1.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.32% |
$758 - $823
|
2.18K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$108 - $118
|
2.85K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2- 0.02% |
$217 - $235
|
8.96K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.1% |
$217 - $235
|
1.95K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.3% |
$866 - $940
|
2.68K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-38- 0.65% |
$4.11K - $4.47K
|
5.79K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78- 2.57% |
$8.45K - $9.17K
|
2.96K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-322- 13.63% |
$34.9K - $37.8K
|
2.04K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-513- 4.9% |
$55.5K - $60.3K
|
9.95K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-600- 7.38% |
$65K - $70.5K
|
7.53K
$841K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-817- 2.2% |
$88.5K - $96K
|
36.2K
$4.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-831K- 98.82% |
$89.9M - $97.6M
|
9.93K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-892K- 26.92% |
$96.6M - $105M
|
2.42M
$270M
|