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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-77- 3.38% |
$6.81K - $7.34K
|
2.2K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 24.18% |
$140K - $151K
|
4.97K
$550K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
203+ 7.91% |
$18K - $19.4K
|
2.77K
$306K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.46% |
$177 - $191
|
139
$15.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
BUY
|
- |
31.1KNew |
$2.76M - $2.97M
|
31.1K
$3.45M
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.26K+ 2402.13% |
$201K - $231K
|
2.35K
$260K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1+ 3.03% |
$89.2 - $102
|
34
$3.76K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$246K - $282K
|
2.75K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-126K- 92.59% |
$11.3M - $12.9M
|
10.1K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
89New |
$7.93K - $9.12K
|
89
$9.85K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.9KNew |
$970K - $1.11M
|
10.9K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-96- 1.67% |
$8.56K - $9.83K
|
5.66K
$626K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-151K- 99.9% |
$13.5M - $15.5M
|
154
$17K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.64% |
$178 - $205
|
315
$34.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.15K- 19.69% |
$459K - $528K
|
21K
$2.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14+ 0.42% |
$1.25K - $1.43K
|
3.37K
$373K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.16KNew |
$184K - $214K
|
2.16K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8New |
$679 - $792
|
8
$885
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
36New |
$3.06K - $3.57K
|
36
$3.98K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.84K- 50.0% |
$242K - $282K
|
2.84K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.12K- 60.26% |
$94.8K - $111K
|
736
$81.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.58K+ 27.22% |
$135K - $157K
|
7.4K
$819K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
2.75KNew |
$229K - $277K
|
2.75K
$304K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
32New |
$2.82K - $3.35K
|
32
$3.54K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-217- 19.55% |
$19.1K - $22.7K
|
893
$98.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
21+ 1.5% |
$1.85K - $2.2K
|
1.42K
$157K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-73.2KClosed |
$6.44M - $7.66M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$2.49K - $2.69K
|
26
$2.88K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44KClosed |
$225K - $239K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
64New |
$5.78K - $6.36K
|
64
$7.08K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.59KClosed |
$276K - $350K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6Closed |
$335 - $385
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.99KClosed |
$204K - $388K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-3.53KClosed |
$144K - $274K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.34KClosed |
$136K - $260K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600New |
$40.4K - $46.1K
|
600
$66.4K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-645Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.2KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.79KClosed |
N/A
|
0
$0
|
|