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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.2KNew |
$8.05M - $8.51M
|
65.2K
$8.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$1.51M - $1.6M
|
12.2K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
6.38KNew |
$787K - $832K
|
6.38K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 36.25% |
$550K - $581K
|
16.7K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.63KNew |
$448K - $474K
|
3.63K
$472K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 39.92% |
$447K - $473K
|
12.7K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.04K+ 1.08% |
$374K - $396K
|
285K
$37M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.31K+ 16.69% |
$286K - $302K
|
16.2K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 9.67% |
$188K - $198K
|
17.2K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25K+ 25.07% |
$154K - $163K
|
6.24K
$810K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14KNew |
$140K - $148K
|
1.14K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.02K+ 4.79% |
$126K - $133K
|
22.3K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
990New |
$122K - $129K
|
990
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
964+ 4.46% |
$119K - $126K
|
22.6K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
873+ 13.32% |
$108K - $114K
|
7.43K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
407New |
$50.2K - $53.1K
|
407
$52.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
368+ 1.54% |
$45.4K - $48K
|
24.3K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
300+ 3.78% |
$37K - $39.1K
|
8.23K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
285+ 192.57% |
$35.2K - $37.2K
|
433
$56.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
238+ 2.16% |
$29.4K - $31.1K
|
11.3K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
169+ 0.71% |
$20.9K - $22.1K
|
23.9K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
141+ 4.14% |
$17.4K - $18.4K
|
3.55K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
95+ 2.44% |
$11.7K - $12.4K
|
3.98K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56+ 0.44% |
$6.91K - $7.31K
|
12.7K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49+ 34.03% |
$6.05K - $6.39K
|
193
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.28% |
$1.97K - $2.09K
|
5.75K
$747K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.04% |
$740 - $783
|
15.3K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$123 - $130
|
2.96K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$123 - $130
|
1
$130
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.76% |
$3.95K - $4.18K
|
4.16K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-140- 3.63% |
$17.3K - $18.3K
|
3.72K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-146- 1.93% |
$18K - $19.1K
|
7.43K
$966K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-359- 3.92% |
$44.3K - $46.8K
|
8.79K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-498- 1.3% |
$61.4K - $65K
|
37.8K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-576- 5.11% |
$71.1K - $75.2K
|
10.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.75K- 71.2% |
$709K - $750K
|
2.32K
$302K
|