Institutional Ownership Spdr Tr Ser Spdr S&P Semicondu (XSD)
This table provides information about the institutional ownership of Spdr Tr Ser Spdr S&P Semicondu (XSD). We have compiled data on the 234 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,240
shares
|
$542,640
0.27% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,230
shares
|
$540,217
0.01% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,191
shares
|
$530,769
0.01% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,142
shares
|
$518,899
0.12% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,101
shares
|
$508,967
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
2,077
shares
|
$503,153
0.37% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,040
shares
|
$494,190
0.04% of portfolio
|
Q2 2022
Reduced 19.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,000
shares
|
$484,500
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,777
shares
|
$430,478
0.0% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,768
shares
|
$428,298
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,750
shares
|
$423,937
0.05% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,750
shares
|
$423,937
0.18% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,743
shares
|
$422,241
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,703
shares
|
$412,551
0.01% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,702
shares
|
$412,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,650
shares
|
$399,712
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,547
shares
|
$374,760
0.02% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,487
shares
|
$360,225
0.03% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,470
shares
|
$356,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,446
shares
|
$350,293
0.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,306
shares
|
$316,378
0.1% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,306
shares
|
$316,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,289
shares
|
$312,260
0.02% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,255
shares
|
$304,023
0.12% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,253
shares
|
$303,539
0.03% of portfolio
|
Q4 2024
Added 30.79%
|