Latest Institutional Transactions on Spdr Ser Tr Factset Innovative (XITK)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Factset Innovative (XITK) 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-7.41KClosed |
$947K - $1.42M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.41KClosed |
$307K - $461K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-90Closed |
$11.5K - $17.2K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.5KClosed |
$3.99M - $5.05M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.98KClosed |
$552K - $699K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-371Closed |
$68.8K - $87.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-640Closed |
$119K - $150K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-239Closed |
$44.3K - $56.1K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.2KNew |
$964K - $1.22M
|
5.2K
$918K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95Closed |
$17.6K - $22.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-10Closed |
$1.85K - $2.35K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-400- 72.73% |
$74.1K - $93.9K
|
150
$26.5K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.79KClosed |
$1.83M - $2.05M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-1.12KClosed |
$234K - $262K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.39KClosed |
$290K - $324K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-90Closed |
$18.7K - $21K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$10.4M - $11.7M
|
50K
$8.83M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.84KClosed |
$382K - $428K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-9.06KClosed |
$1.89M - $2.11M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-100Closed |
$18.9K - $23K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-88Closed |
$16.6K - $20.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-116Closed |
$21.9K - $26.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
73New |
$13.8K - $16.8K
|
73
$12.9K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.03KClosed |
$194K - $237K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-65- 61.9% |
$12.3K - $15K
|
40
$7.06K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-294Closed |
$55.4K - $67.7K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.86KClosed |
$539K - $658K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
951New |
$179K - $219K
|
951
$168K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59KClosed |
$300K - $367K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$11.7K - $14.3K
|
62
$10.9K
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$1.89K - $2.3K
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11Closed |
$2.23K - $2.88K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.47KClosed |
$500K - $648K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27Closed |
$5.46K - $7.08K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.1KClosed |
$829K - $1.07M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.55KClosed |
$313K - $406K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.37KClosed |
$276K - $358K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-20Closed |
$4.05K - $5.24K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.02KClosed |
$1.83M - $2.36M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2Closed |
$339 - $449
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23.7KClosed |
$4.02M - $5.32M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.9KClosed |
$283K - $344K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.75KClosed |
$261K - $317K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Hills Bank & Trust CO
|
SELL
|
- |
-700Closed |
$104K - $127K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
825New |
$75.9K - $121K
|
825
$146K
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
250New |
$23K - $36.8K
|
250
$44.1K
|
|
Q1 2020 | |||||||
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-105Closed |
$8.83K - $13.3K
|
0
$0
|
|
Q4 2019 | |||||||
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50New |
$4.9K - $5.73K
|
50
$8.83K
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-37Closed |
$3.63K - $4.24K
|
0
$0
|