Latest Institutional Transactions on Spdr Index Shs Fds (QWLD)
This table provides information on the latest institutional transactions involving Spdr Index Shs Fds (QWLD) 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 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-98- 2.62% |
$11.2K - $13.2K
|
3.65K
$495K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149- 34.41% |
$17.1K - $20.1K
|
284
$38.5K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 23.73% |
$640K - $753K
|
29.1K
$3.94M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.85KNew |
$212K - $249K
|
1.85K
$250K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
962New |
$110K - $130K
|
962
$130K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$115 - $135
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57+ 21.59% |
$6.54K - $7.69K
|
321
$43.5K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 54.17% |
$1.33M - $1.57M
|
9.84K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 66.21% |
$1.34M - $1.57M
|
5.94K
$805K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22K- 21.16% |
$2.52M - $2.96M
|
81.9K
$11.1M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33K+ 298.15% |
$3.79M - $4.45M
|
44K
$5.97M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-202- 6.33% |
$23.2K - $27.2K
|
2.99K
$405K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.51% |
$2.18K - $2.56K
|
3.74K
$507K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.2K+ 17.43% |
$5.53M - $6.5M
|
325K
$44M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.06KNew |
$696K - $817K
|
6.06K
$821K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.39K- 59.1% |
$504K - $592K
|
3.04K
$412K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.92% |
$3.44K - $4.05K
|
3.3K
$447K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.84KNew |
$211K - $248K
|
1.84K
$249K
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-66- 3.29% |
$7.58K - $8.9K
|
1.94K
$263K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.04K+ 102.67% |
$464K - $545K
|
7.98K
$1.08M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84K+ 23.3% |
$211K - $248K
|
9.73K
$1.32M
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.28% |
$1.84K - $2.16K
|
5.77K
$782K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
255+ 71.83% |
$29.3K - $34.4K
|
610
$82.7K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.5KNew |
$746K - $876K
|
6.5K
$881K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.61KNew |
$989K - $1.16M
|
8.61K
$1.17M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400+ 115.94% |
$45.9K - $54K
|
745
$101K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$574 - $674
|
5
$678
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
780+ 9.12% |
$89.5K - $105K
|
9.33K
$1.27M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.12K- 5.56% |
$244K - $286K
|
36.1K
$4.89M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12+ 0.75% |
$1.38K - $1.62K
|
1.61K
$219K
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-229- 0.96% |
$26.3K - $30.9K
|
23.6K
$3.2M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.16% |
$2.3K - $2.7K
|
12.4K
$1.68M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
686+ 6.77% |
$78.7K - $92.5K
|
10.8K
$1.47M
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.31K+ 14.06% |
$380K - $446K
|
26.8K
$3.64M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 0.62% |
$918 - $1.08K
|
1.28K
$173K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 2.63% |
$37K - $43.4K
|
12.6K
$1.7M
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
145+ 1.61% |
$16.6K - $19.6K
|
9.13K
$1.24M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.83K- 21.46% |
$324K - $381K
|
10.3K
$1.4M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.27% |
$3.9K - $4.59K
|
12.7K
$1.71M
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
121+ 3.97% |
$13.9K - $16.3K
|
3.17K
$430K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
711New |
$81.6K - $95.9K
|
711
$96.4K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.6% |
$2.75K - $3.24K
|
4K
$543K
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.69KNew |
$768K - $902K
|
6.69K
$906K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22- 0.1% |
$2.53K - $2.97K
|
21.7K
$2.94M
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-196- 1.87% |
$24K - $25.7K
|
10.3K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28- 2.83% |
$3.43K - $3.67K
|
962
$130K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.88KNew |
$721K - $770K
|
5.88K
$797K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.58KNew |
$316K - $338K
|
2.58K
$349K
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
440+ 3.46% |
$54K - $57.7K
|
13.2K
$1.78M
|