Latest Institutional Transactions on Spdr Ser Tr Russell 1000 Core (ONEY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Russell 1000 Core (ONEY) 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.71KNew |
$401K - $435K
|
3.71K
$410K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4KNew |
$1.67M - $1.81M
|
15.4K
$1.7M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$108 - $118
|
1
$111
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.74K+ 794.47% |
$514K - $557K
|
5.34K
$591K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.28KNew |
$355K - $386K
|
3.28K
$363K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.07K+ 100.33% |
$332K - $361K
|
6.13K
$678K
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
381+ 1.05% |
$41.3K - $44.8K
|
36.5K
$4.04M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-777- 19.76% |
$84.1K - $91.3K
|
3.16K
$349K
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-231- 1.63% |
$25K - $27.2K
|
13.9K
$1.54M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
474+ 12.32% |
$51.3K - $55.7K
|
4.32K
$478K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
80New |
$8.66K - $9.4K
|
80
$8.85K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.34KNew |
$362K - $393K
|
3.34K
$370K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
887+ 24.28% |
$96K - $104K
|
4.54K
$502K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
312+ 0.47% |
$33.8K - $36.7K
|
67.3K
$7.45M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-513- 4.9% |
$55.5K - $60.3K
|
9.95K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.89K- 3.93% |
$205K - $222K
|
46.2K
$5.11M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
34+ 1.6% |
$3.68K - $4K
|
2.16K
$239K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-831K- 98.82% |
$89.9M - $97.6M
|
9.93K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
170+ 7.04% |
$18.4K - $20K
|
2.59K
$286K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-600- 7.38% |
$65K - $70.5K
|
7.53K
$833K
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
16.8KNew |
$1.82M - $1.98M
|
16.8K
$1.86M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$488K - $530K
|
4.51K
$499K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
449+ 2.8% |
$48.6K - $52.8K
|
16.5K
$1.83M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
103+ 3.25% |
$11.2K - $12.1K
|
3.27K
$362K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$3.57K - $3.88K
|
33
$3.65K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.41K+ 12.95% |
$369K - $401K
|
29.7K
$3.29M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15New |
$1.62K - $1.76K
|
15
$1.66K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.3% |
$866 - $940
|
2.68K
$297K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-38- 0.65% |
$4.11K - $4.47K
|
5.79K
$641K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$108 - $118
|
2.85K
$315K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
30+ 0.09% |
$3.25K - $3.53K
|
35.1K
$3.89M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78- 2.57% |
$8.45K - $9.17K
|
2.96K
$328K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2- 0.02% |
$217 - $235
|
8.96K
$992K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
916+ 8.85% |
$99.2K - $108K
|
11.3K
$1.25M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
111KNew |
$12.1M - $13.1M
|
111K
$12.3M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
148+ 2.08% |
$16K - $17.4K
|
7.27K
$804K
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-322- 13.63% |
$34.9K - $37.8K
|
2.04K
$226K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.64% |
$3.14K - $3.41K
|
4.59K
$508K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
40+ 1.46% |
$4.33K - $4.7K
|
2.78K
$308K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
135+ 4.88% |
$14.6K - $15.9K
|
2.9K
$321K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$220K - $239K
|
2.03K
$225K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.1% |
$217 - $235
|
1.95K
$216K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.32% |
$758 - $823
|
2.18K
$241K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
275+ 14.47% |
$29.8K - $32.3K
|
2.18K
$241K
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-892K- 26.92% |
$96.6M - $105M
|
2.42M
$268M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 2.71% |
$6.5K - $7.05K
|
2.27K
$251K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
61New |
$6.61K - $7.17K
|
61
$6.75K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-817- 2.2% |
$88.5K - $96K
|
36.2K
$4.01M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.26K+ 19.73% |
$244K - $265K
|
13.7K
$1.51M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$1.84K - $2K
|
17
$1.88K
|