Stock Transactions

STATE STR SPDR DOW JONES IND

Total Bought
268,946
265 transactions
Total Sold
436,849
279 transactions
Net
-167,903
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
AIA Group Ltd2,06566,911+64,8460.010.45+0.44buy
MYDA Advisors LLC40,00075,000+35,0005.418.20+2.79buy
TCP Asset Management, LLC78,221107,682+29,4616.336.41+0.08buy
ALKEON CAPITAL MANAGEMENT LLC93,900119,700+25,8000.200.25+0.05buy
Guardian Asset Advisors, LLC1,91613,075+11,1590.483.54+3.06buy
Institute for Wealth Management, LLC.1,1857,881+6,6960.060.39+0.33buy
First Heartland Consultants, Inc.23,03227,720+4,6880.840.98+0.14buy
Cornerstone Wealth Management, LLC27,52031,488+3,9680.690.73+0.04buy
MONETA GROUP INVESTMENT ADVISORS LLC14,12517,673+3,5480.050.06+0.01buy
SteelPeak Wealth, LLC60,57663,869+3,2930.960.93-0.03buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,5674,845+3,2780.010.04+0.03buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC17,52120,471+2,9501.231.36+0.13buy
Capital Management Associates, Inc26,27729,008+2,7312.793.04+0.25buy
Alexis Investment Partners, LLC14,26216,968+2,7062.575.28+2.72buy
THOR TRADING ADVISORS, LLC198,123200,763+2,64039.7138.53-1.18buy
Clarity Wealth Advisors, LLC41,10743,712+2,6054.034.17+0.14buy
Jacksonville Wealth Management, LLC23,38125,953+2,5727.968.12+0.16buy
SIG BROKERAGE, LP3,8006,050+2,2500.610.79+0.18buy
Kozak & Associates, Inc.14,87117,002+2,1311.421.60+0.18buy
GWN SECURITIES INC.4,7206,830+2,1100.460.61+0.15buy
ZWJ INVESTMENT COUNSEL INC5302,517+1,9870.010.04+0.03buy
TWIN FOCUS CAPITAL PARTNERS, LLC6,0988,022+1,9240.340.43+0.09buy
Aberdeen Group plc1,3163,087+1,7710.000.00+0.00buy
PITTENGER & ANDERSON INC33,84135,558+1,7170.630.66+0.03buy
REGIONS FINANCIAL CORP12,84314,354+1,5110.040.04+0.00buy
Pinnacle Holdings, LLC25,34026,807+1,4674.114.01-0.10buy
J.W. COLE ADVISORS, INC.46,06847,282+1,2140.170.74+0.57buy
MAGNOLIA CAPITAL MANAGEMENT LTD16,17117,373+1,2025.785.42-0.36buy
Amplius Wealth Advisors, LLC25,16926,316+1,1471.011.02+0.00buy
Northern Financial Advisors Inc8,1789,317+1,1394.493.15-1.35buy
AMG National Trust Bank44,14245,225+1,0830.500.45-0.05buy
Select Asset Management & Trust58,41559,491+1,0768.738.61-0.13buy
Black Diamond Financial, LLC6321,699+1,0670.030.09+0.05buy
Beta Wealth Group, Inc.6,9467,984+1,0381.341.53+0.19buy
PFG Advisors5,6716,693+1,0220.130.15+0.02buy
Washington Trust Advisors, Inc.6371,631+9940.020.06+0.04buy
Rakuten Securities, Inc.2261,159+9330.040.22+0.19buy
GREAT VALLEY ADVISOR GROUP, INC.4,9295,839+9100.050.05+0.00buy
KANAWHA CAPITAL MANAGEMENT LLC1,0161,914+8980.030.06+0.03buy
ROCKLAND TRUST CO5251,395+8700.010.03+0.02buy
Main Street Research LLC6401,502+8620.020.04+0.02buy
Facet Wealth, Inc.4891,251+7620.000.01+0.01buy
Jaffetilchin Investment Partners, LLC2,1862,938+7520.060.08+0.02buy
Atlas Legacy Advisors, LLC7431,486+7430.060.13+0.06buy
EVOKE WEALTH, LLC3,7464,463+7170.030.04+0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC4,5435,252+7090.070.08+0.01buy
PARK NATIONAL CORP /OH/3,0003,700+7000.040.05+0.01buy
CVFG LLC16,30016,989+6895.370.98-4.39buy
Modern Wealth Management, LLC17,54018,225+6850.150.15-0.01buy
GRIMES & COMPANY, INC.8,1708,844+6740.090.11+0.02buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,04236,701+6590.910.88-0.04buy
INSIGNEO ADVISORY SERVICES, LLC12,17612,795+6190.420.42+0.00buy
Apella Capital, LLC2,9013,476+5750.030.03-0.00buy
TRANSCEND CAPITAL ADVISORS, LLC6,0266,565+5390.220.24+0.02buy
PKS Advisory Services, LLC10,67011,199+5291.171.21+0.04buy
Ausdal Financial Partners, Inc.9,63710,158+5210.210.21-0.00buy
Murphy & Mullick Capital Management Corp1,0641,569+5050.370.54+0.17buy
Tyche Wealth Partners LLC1,6752,176+5010.130.16+0.03buy
Capital Wealth Alliance, LLC8,9599,454+4951.921.98+0.06buy
Wealthspire Advisors, LLC7,6098,077+4680.030.03+0.00buy
GC Wealth Management RIA, LLC5661,024+4580.010.02+0.01buy
FLAGSTAR ADVISORS INC4,1864,633+4470.680.78+0.10buy
Objective Capital Management, LLC6,0896,529+4402.983.05+0.08buy
Gladstone Institutional Advisory LLC17,29017,725+4350.310.30-0.01buy
Shared Vision Wealth Group LLC545971+4260.110.18+0.07buy
KINGSWOOD WEALTH ADVISORS, LLC15,50815,930+4220.360.35-0.01buy
ARKANSAS FINANCIAL GROUP, INC.215,351215,773+42214.9214.42-0.50buy
FIFTH THIRD SECURITIES, INC.6,6727,091+4190.210.21+0.00buy
TrueWealth Advisors, LLC7,8218,228+4070.970.96-0.01buy
Forvis Mazars Wealth Advisors, LLC1,2091,610+4010.010.01+0.00buy
Rathbones Group PLC2,1332,528+3950.000.00+0.00buy
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,4721,822+3500.070.08+0.01buy
Intergy Private Wealth, LLC15,97516,276+3012.322.21-0.10buy
Calamos Wealth Management LLC1,0011,301+3000.020.02+0.00buy
Centennial Wealth Advisory LLC566847+2810.070.10+0.02buy
Optivise Advisory Services LLC3,5743,842+2680.991.08+0.09buy
Fifth Third Wealth Advisors LLC730993+2630.010.02+0.00buy
Strait & Sound Wealth Management LLC2,0832,346+2630.370.41+0.04buy
BANK HAPOALIM BM4,2824,543+2610.180.32+0.14buy
Connecticut Wealth Management, LLC3,8784,133+2550.080.08-0.00buy
Alteri Wealth LLC9651,219+2540.150.18+0.03buy
Echo45 Advisors LLC15,43715,683+2464.234.09-0.15buy
GUARDIAN WEALTH ADVISORS, LLC / NC7,2397,484+2450.220.22+0.00buy
Betterment LLC2,2462,487+2410.000.00+0.00buy
JB Capital LLC723963+2400.010.02+0.00buy
Fiduciary Alliance LLC6,9587,197+2390.220.21-0.01buy
PRIVATE CLIENT SERVICES, LLC667898+2310.100.12+0.02buy
Beaumont Financial Advisors, LLC2,8173,044+2270.090.10+0.01buy
Horizon Wealth Management, LLC1,0191,244+2250.080.08+0.01buy
Kelman-Lazarov, Inc.2,7772,992+2150.190.20+0.01buy
Lloyd Advisory Services, LLC.86300+2140.020.04+0.02buy
Northern Capital Management, Inc.3,0233,234+2110.770.75-0.02buy
Plante Moran Financial Advisors, LLC549750+2010.020.02+0.01buy
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.9,4829,682+2002.472.50+0.03buy
Krilogy Financial LLC1,7561,956+2000.030.03+0.00buy
ALESCO ADVISORS LLC1,7181,903+1850.020.02+0.00buy
SMITH, MOORE & CO.4,6344,816+1820.170.16-0.01buy
Glass Jacobson Investment Advisors llc180360+1800.030.06+0.03buy
Sovereign Financial Group, Inc.2,8263,004+1780.240.24-0.00buy
Clear Creek Financial Management, LLC2,9843,161+1770.120.11-0.00buy
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