Purchases and Sales Made in Q1 2024 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38K+ 255.7% |
$4.16M - $4.56M
|
52.9K
$6.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 16.79% |
$4.08M - $4.47M
|
259K
$32.4M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.6KNew |
$2.14M - $2.35M
|
19.6K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
16.6KNew |
$1.82M - $1.99M
|
16.6K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.09M - $1.19M
|
9.94K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 65.25% |
$530K - $582K
|
12.3K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.58K+ 37.28% |
$501K - $550K
|
16.9K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.81KNew |
$307K - $337K
|
2.81K
$351K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.05KNew |
$224K - $246K
|
2.05K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 27.6% |
$215K - $236K
|
9.09K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.17K+ 60.14% |
$128K - $140K
|
3.11K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.01K+ 10.14% |
$111K - $121K
|
11K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
596+ 26.68% |
$65.2K - $71.5K
|
2.83K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
450+ 15.23% |
$49.2K - $54K
|
3.41K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
450+ 2.35% |
$49.2K - $54K
|
19.6K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
422+ 3.42% |
$46.2K - $50.6K
|
12.8K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
360+ 3.12% |
$39.4K - $43.2K
|
11.9K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
182+ 0.8% |
$19.9K - $21.8K
|
22.8K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15+ 3.66% |
$1.64K - $1.8K
|
425
$53.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 65.38% |
$3.72K - $4.08K
|
18
$2.25K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-66- 3.45% |
$7.22K - $7.92K
|
1.85K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 5.9% |
$111K - $122K
|
16.2K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.19K- 6.41% |
$240K - $263K
|
32K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.34K- 38.77% |
$256K - $281K
|
3.7K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.7K- 38.67% |
$295K - $324K
|
4.28K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.29K- 31.63% |
$579K - $635K
|
11.4K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.5K- 97.31% |
$1.37M - $1.5M
|
345
$43.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.6K- 47.88% |
$1.71M - $1.87M
|
17K
$2.12M
|