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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13.4K- 54.25% |
$1.57M - $1.72M
|
11.3K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-810- 1.5% |
$95.4K - $104K
|
53.4K
$7.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 72.73% |
$1.15M - $1.26M
|
23.1K
$3.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2New |
$236 - $258
|
2
$270
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-285- 65.82% |
$32.6K - $34.6K
|
148
$20K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
802New |
$91.8K - $97.2K
|
802
$108K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 65.38% |
$3.72K - $4.08K
|
18
$2.43K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.09M - $1.19M
|
9.94K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.6KNew |
$2.14M - $2.35M
|
19.6K
$2.65M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82New |
$8.02K - $9.03K
|
82
$11.1K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
154New |
$15.1K - $17K
|
154
$20.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350+ 1129.03% |
$35.4K - $37.5K
|
381
$51.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$202K - $214K
|
2K
$270K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12+ 12.77% |
$1.19K - $1.25K
|
106
$14.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$619K - $648K
|
6.22K
$841K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.12KNew |
$574K - $613K
|
6.12K
$827K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$8.46K - $9.85K
|
100
$13.5K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
55New |
$4.67K - $5.49K
|
55
$7.44K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-46- 3.39% |
$4.08K - $4.91K
|
1.31K
$177K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-272- 98.55% |
$24.1K - $29K
|
4
$541
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-116Closed |
$10.3K - $12.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44New |
$4.32K - $4.57K
|
44
$5.95K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-102Closed |
$8.06K - $8.92K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.02K+ 623.17% |
$67.9K - $84.6K
|
1.19K
$160K
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.06KClosed |
$336K - $419K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.38KClosed |
$265K - $290K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-49Closed |
$3.85K - $4.21K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$135
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$135
|
|