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 |
|---|---|---|---|---|---|---|---|
|
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
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
711New |
$81.6K - $95.9K
|
711
$96.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.69KNew |
$768K - $902K
|
6.69K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.6% |
$2.75K - $3.24K
|
4K
$541K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22- 0.1% |
$2.53K - $2.97K
|
21.7K
$2.93M
|
|
| 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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71+ 36.79% |
$8.71K - $9.3K
|
264
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28- 2.83% |
$3.43K - $3.67K
|
962
$130K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.78K+ 40.47% |
$831K - $888K
|
23.5K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.5KNew |
$2.63M - $2.81M
|
21.5K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.3K+ 656.24% |
$1.87M - $2M
|
17.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.88KNew |
$721K - $770K
|
5.88K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.6K+ 59.21% |
$4.74M - $5.06M
|
104K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.19KNew |
$391K - $418K
|
3.19K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.58KNew |
$316K - $338K
|
2.58K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
191+ 2.17% |
$23.4K - $25K
|
8.98K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
305+ 10.3% |
$37.4K - $40K
|
3.27K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
390+ 11.0% |
$47.8K - $51.1K
|
3.94K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.09K- 2.84% |
$992K - $1.06M
|
277K
$37.4M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-237- 5.95% |
$29.1K - $31.1K
|
3.75K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-61- 0.26% |
$7.48K - $7.99K
|
23.8K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
355New |
$43.5K - $46.5K
|
355
$48K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.65K+ 26.51% |
$203K - $217K
|
7.89K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
407+ 1.08% |
$49.9K - $53.3K
|
38.2K
$5.16M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.84K+ 12.71% |
$348K - $372K
|
25.2K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
440+ 3.46% |
$54K - $57.7K
|
13.2K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
153+ 13.48% |
$18.8K - $20K
|
1.29K
$174K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
979+ 4.34% |
$120K - $128K
|
23.5K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
981+ 8.71% |
$120K - $129K
|
12.2K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.12K- 41.27% |
$873K - $933K
|
10.1K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-275- 2.17% |
$33.7K - $36K
|
12.4K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
44New |
$5.4K - $5.77K
|
44
$5.95K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
320+ 3.89% |
$39.2K - $41.9K
|
8.55K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$24.5K - $26.2K
|
200
$27K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 285.17% |
$3.89M - $4.12M
|
42.6K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-140- 3.63% |
$17.3K - $18.3K
|
3.72K
$503K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$123 - $130
|
1
$135
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.63KNew |
$448K - $474K
|
3.63K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.31K+ 16.69% |
$286K - $302K
|
16.2K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.28% |
$1.97K - $2.09K
|
5.75K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$1.51M - $1.6M
|
12.2K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
6.38KNew |
$787K - $832K
|
6.38K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-146- 1.93% |
$18K - $19.1K
|
7.43K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
407New |
$50.2K - $53.1K
|
407
$55K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.08K- 94.63% |
$716K - $784K
|
345
$46.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.02K+ 41.32% |
$238K - $260K
|
6.91K
$934K
|
|