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 |
---|---|---|---|---|---|---|---|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 39.92% |
$447K - $473K
|
12.7K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
95+ 2.44% |
$11.7K - $12.4K
|
3.98K
$519K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.75K- 71.2% |
$709K - $750K
|
2.32K
$303K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
285+ 192.57% |
$35.2K - $37.2K
|
433
$56.5K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
990New |
$122K - $129K
|
990
$129K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-140- 3.63% |
$17.3K - $18.3K
|
3.72K
$485K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49+ 34.03% |
$6.05K - $6.39K
|
193
$25.2K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56+ 0.44% |
$6.91K - $7.31K
|
12.7K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 36.25% |
$550K - $581K
|
16.7K
$2.18M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25K+ 25.07% |
$154K - $163K
|
6.24K
$813K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 9.67% |
$188K - $198K
|
17.2K
$2.25M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$123 - $130
|
1
$130
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
141+ 4.14% |
$17.4K - $18.4K
|
3.55K
$462K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.04K+ 1.08% |
$374K - $396K
|
285K
$37.1M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.63KNew |
$448K - $474K
|
3.63K
$474K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.31K+ 16.69% |
$286K - $302K
|
16.2K
$2.11M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
873+ 13.32% |
$108K - $114K
|
7.43K
$968K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$1.51M - $1.6M
|
12.2K
$1.6M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$123 - $130
|
2.96K
$386K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.28% |
$1.97K - $2.09K
|
5.75K
$750K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.2KNew |
$8.05M - $8.51M
|
65.2K
$8.5M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14KNew |
$140K - $148K
|
1.14K
$148K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-498- 1.3% |
$61.4K - $65K
|
37.8K
$4.93M
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
964+ 4.46% |
$119K - $126K
|
22.6K
$2.94M
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
6.38KNew |
$787K - $832K
|
6.38K
$831K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-146- 1.93% |
$18K - $19.1K
|
7.43K
$969K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
407New |
$50.2K - $53.1K
|
407
$53.1K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
238+ 2.16% |
$29.4K - $31.1K
|
11.3K
$1.47M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
169+ 0.71% |
$20.9K - $22.1K
|
23.9K
$3.12M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.76% |
$3.95K - $4.18K
|
4.16K
$542K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-576- 5.11% |
$71.1K - $75.2K
|
10.7K
$1.4M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
300+ 3.78% |
$37K - $39.1K
|
8.23K
$1.07M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.34M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.04% |
$740 - $783
|
15.3K
$1.99M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-359- 3.92% |
$44.3K - $46.8K
|
8.79K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.02K+ 4.79% |
$126K - $133K
|
22.3K
$2.91M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
368+ 1.54% |
$45.4K - $48K
|
24.3K
$3.16M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 77.52% |
$3.83M - $4.19M
|
9.43K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.29K- 88.25% |
$623K - $681K
|
704
$91.8K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.08K- 94.63% |
$716K - $784K
|
345
$45K
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.02K+ 41.32% |
$238K - $260K
|
6.91K
$901K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13.4K- 54.25% |
$1.57M - $1.72M
|
11.3K
$1.47M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-460- 22.44% |
$54.2K - $59.3K
|
1.59K
$207K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-810- 1.5% |
$95.4K - $104K
|
53.4K
$6.96M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 72.73% |
$1.15M - $1.26M
|
23.1K
$3.02M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2New |
$236 - $258
|
2
$261
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
802New |
$91.8K - $97.2K
|
802
$105K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 65.38% |
$3.72K - $4.08K
|
18
$2.35K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.09M - $1.19M
|
9.94K
$1.3M
|