Purchases and Sales Made in Q4 2024 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.02K+ 4.79% |
$126K - $133K
|
22.3K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
407New |
$50.2K - $53.1K
|
407
$52.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
368+ 1.54% |
$45.4K - $48K
|
24.3K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
300+ 3.78% |
$37K - $39.1K
|
8.23K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
238+ 2.16% |
$29.4K - $31.1K
|
11.3K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
169+ 0.71% |
$20.9K - $22.1K
|
23.9K
$3.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.04% |
$740 - $783
|
15.3K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.76% |
$3.95K - $4.18K
|
4.16K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-146- 1.93% |
$18K - $19.1K
|
7.43K
$953K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-359- 3.92% |
$44.3K - $46.8K
|
8.79K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-576- 5.11% |
$71.1K - $75.2K
|
10.7K
$1.37M
|