Purchases and Sales Made in Q3 2024 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 17.7% |
$4.99M - $5.46M
|
282K
$36.4M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 509.22% |
$1.21M - $1.32M
|
12.3K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 72.73% |
$1.15M - $1.26M
|
23.1K
$2.99M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.08KNew |
$1.07M - $1.17M
|
9.08K
$1.17M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.9K+ 182.0% |
$696K - $761K
|
9.15K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.22K+ 11.62% |
$262K - $286K
|
21.3K
$2.76M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.02K+ 41.32% |
$238K - $260K
|
6.91K
$894K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47K+ 10.31% |
$173K - $189K
|
15.7K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.18K+ 5.25% |
$139K - $153K
|
23.7K
$3.07M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
966+ 33.05% |
$114K - $125K
|
3.89K
$503K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
937+ 14.11% |
$110K - $121K
|
7.58K
$980K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
807+ 16.38% |
$95.1K - $104K
|
5.74K
$742K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
500+ 3.74% |
$58.9K - $64.5K
|
13.9K
$1.79M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
260+ 3.39% |
$30.6K - $33.5K
|
7.93K
$1.03M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
115+ 0.3% |
$13.5K - $14.8K
|
38.3K
$4.95M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 2.05% |
$11.8K - $12.9K
|
4.99K
$645K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14+ 10.77% |
$1.65K - $1.8K
|
144
$18.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2New |
$236 - $258
|
2
$259
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-95- 2.22% |
$11.2K - $12.2K
|
4.19K
$542K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-367- 3.15% |
$43.2K - $47.3K
|
11.3K
$1.46M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-460- 22.44% |
$54.2K - $59.3K
|
1.59K
$206K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-575- 4.96% |
$67.7K - $74.1K
|
11K
$1.43M
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-590- 2.66% |
$69.5K - $76.1K
|
21.6K
$2.79M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-810- 1.5% |
$95.4K - $104K
|
53.4K
$6.9M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.37K- 8.23% |
$161K - $177K
|
15.3K
$1.98M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 20.74% |
$202K - $221K
|
6.55K
$848K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.14K- 19.91% |
$370K - $405K
|
12.6K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.29K- 88.25% |
$623K - $681K
|
704
$91.1K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.91K- 19.82% |
$696K - $761K
|
23.9K
$3.09M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.08K- 94.63% |
$716K - $784K
|
345
$44.6K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13.4K- 54.25% |
$1.57M - $1.72M
|
11.3K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 77.52% |
$3.83M - $4.19M
|
9.43K
$1.22M
|
|
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
|