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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.5K- 83.72% |
$4.89M - $5.35M
|
8.07K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 77.52% |
$3.83M - $4.19M
|
9.43K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14+ 10.77% |
$1.65K - $1.8K
|
144
$18.5K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-367- 3.15% |
$43.2K - $47.3K
|
11.3K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.18K+ 5.25% |
$139K - $153K
|
23.7K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.29K- 88.25% |
$623K - $681K
|
704
$90.4K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.08K- 94.63% |
$716K - $784K
|
345
$44.3K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 20.74% |
$202K - $221K
|
6.55K
$842K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 509.22% |
$1.21M - $1.32M
|
12.3K
$1.58M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 2.05% |
$11.8K - $12.9K
|
4.99K
$640K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 17.7% |
$4.99M - $5.46M
|
282K
$36.2M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
807+ 16.38% |
$95.1K - $104K
|
5.74K
$737K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
500+ 3.74% |
$58.9K - $64.5K
|
13.9K
$1.78M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47K+ 10.31% |
$173K - $189K
|
15.7K
$2.02M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.08KNew |
$1.07M - $1.17M
|
9.08K
$1.17M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
966+ 33.05% |
$114K - $125K
|
3.89K
$500K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.37K- 8.23% |
$161K - $177K
|
15.3K
$1.96M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
115+ 0.3% |
$13.5K - $14.8K
|
38.3K
$4.92M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.02K+ 41.32% |
$238K - $260K
|
6.91K
$887K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-590- 2.66% |
$69.5K - $76.1K
|
21.6K
$2.77M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
937+ 14.11% |
$110K - $121K
|
7.58K
$973K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.14K- 19.91% |
$370K - $405K
|
12.6K
$1.62M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13.4K- 54.25% |
$1.57M - $1.72M
|
11.3K
$1.45M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.91K- 19.82% |
$696K - $761K
|
23.9K
$3.07M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-460- 22.44% |
$54.2K - $59.3K
|
1.59K
$204K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-810- 1.5% |
$95.4K - $104K
|
53.4K
$6.85M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 72.73% |
$1.15M - $1.26M
|
23.1K
$2.97M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-575- 4.96% |
$67.7K - $74.1K
|
11K
$1.42M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-95- 2.22% |
$11.2K - $12.2K
|
4.19K
$538K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.9K+ 182.0% |
$696K - $761K
|
9.15K
$1.17M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
260+ 3.39% |
$30.6K - $33.5K
|
7.93K
$1.02M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2New |
$236 - $258
|
2
$257
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.22K+ 11.62% |
$262K - $286K
|
21.3K
$2.74M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
148New |
$16.9K - $17.9K
|
148
$19K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.42% |
$1.83K - $1.94K
|
3.86K
$496K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 5.34% |
$17.2K - $18.2K
|
2.96K
$380K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
802New |
$91.8K - $97.2K
|
802
$103K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 65.38% |
$3.72K - $4.08K
|
18
$2.31K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.09M - $1.19M
|
9.94K
$1.28M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
450+ 15.23% |
$49.2K - $54K
|
3.41K
$437K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.6KNew |
$2.14M - $2.35M
|
19.6K
$2.52M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82New |
$8.02K - $9.03K
|
82
$10.5K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
154New |
$15.1K - $17K
|
154
$19.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350+ 1129.03% |
$35.4K - $37.5K
|
381
$48.9K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$202K - $214K
|
2K
$256K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12+ 12.77% |
$1.19K - $1.25K
|
106
$13.6K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$619K - $648K
|
6.22K
$799K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.12KNew |
$574K - $613K
|
6.12K
$785K
|