Latest Institutional Transactions on Spdr Tr Ser Spdr S&P Semicondu (XSD)
This table provides information on the latest institutional transactions involving Spdr Tr Ser Spdr S&P Semicondu (XSD) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$1.94K - $2.49K
|
10
$2.23K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-1.16KClosed |
$205K - $243K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-31.4KClosed |
$5.53M - $6.56M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
94+ 94.0% |
$16.6K - $19.6K
|
194
$43.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$3.52M - $4.18M
|
20K
$4.46M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50+ 50.0% |
$8.81K - $10.5K
|
150
$33.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-50Closed |
$8.81K - $10.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-41- 2.85% |
$7.22K - $8.57K
|
1.4K
$312K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.4KClosed |
$1.82M - $2.21M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
69New |
$10.9K - $13.3K
|
69
$15.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.05KClosed |
$484K - $590K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.99KClosed |
$473K - $577K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7Closed |
$1.11K - $1.35K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-55Closed |
$8.72K - $10.6K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-133KClosed |
$21M - $25.6M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5- 8.33% |
$793 - $966
|
55
$12.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-182Closed |
$28.9K - $35.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.35KClosed |
$224K - $270K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-200Closed |
$33.3K - $40.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-75Closed |
$12.5K - $15.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.2KClosed |
$700K - $843K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.57KClosed |
$595K - $717K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-5.5KClosed |
$916K - $1.1M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3Closed |
$500 - $602
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-555Closed |
$92.5K - $111K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25New |
$4.17K - $5.02K
|
25
$5.57K
|
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.5KClosed |
$250K - $301K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.73KClosed |
$1.12M - $1.35M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-110KClosed |
$18.4M - $22.2M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-116Closed |
$19.3K - $23.3K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.61KClosed |
$768K - $925K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-80Closed |
$10K - $13.7K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
212New |
$26.5K - $36.2K
|
212
$47.3K
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5Closed |
$626 - $854
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.97KClosed |
$876K - $1.05M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.73KClosed |
$630K - $758K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-6Closed |
$660 - $795
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2KClosed |
$220K - $265K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-228- 18.75% |
$18.1K - $26.3K
|
988
$220K
|
|
|
Aug 14, 2020
Q2 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.7KClosed |
$293K - $427K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-11Closed |
$872 - $1.27K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2KClosed |
$884K - $1.29M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$793 - $1.15K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-95Closed |
$6.76K - $10.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.14KClosed |
$152K - $240K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.39KClosed |
$241K - $382K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-408Closed |
$29K - $45.9K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.16KClosed |
$82.4K - $130K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-80Closed |
$5.69K - $9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-7Closed |
$608 - $752
|
0
$0
|
|