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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$203K - $259K
|
1.23K
$274K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.04KNew |
$171K - $219K
|
1.04K
$232K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
7.67KNew |
$1.26M - $1.61M
|
7.67K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89KNew |
$642K - $819K
|
3.89K
$868K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$8.24K - $10.5K
|
50
$11.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
12.5KNew |
$2.07M - $2.64M
|
12.5K
$2.79M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
14.6KNew |
$2.41M - $3.07M
|
14.6K
$3.25M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
109+ 64.88% |
$15.6K - $20.3K
|
277
$61.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1.74KNew |
$249K - $323K
|
1.74K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.2KNew |
$601K - $781K
|
4.2K
$936K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$2.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-448- 26.35% |
$64.1K - $83.3K
|
1.25K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.19KNew |
$599K - $778K
|
4.19K
$933K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
548+ 100.0% |
$78.4K - $102K
|
1.1K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$7.3K - $9.48K
|
51
$11.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
426New |
$61K - $79.2K
|
426
$95K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-25- 10.96% |
$3.58K - $4.65K
|
203
$45.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-212- 11.82% |
$30.3K - $39.4K
|
1.58K
$353K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$5.01K - $6.51K
|
35
$7.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41New |
$5.87K - $7.62K
|
41
$9.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$2.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.57KNew |
$225K - $292K
|
1.57K
$350K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
125New |
$17.9K - $23.2K
|
125
$27.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
280New |
$40.9K - $53.8K
|
280
$62.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.45KNew |
$212K - $279K
|
1.45K
$323K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
15.8KNew |
$2.31M - $3.04M
|
15.8K
$3.53M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-288- 91.43% |
$43.6K - $59.7K
|
27
$6.02K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465New |
$70.4K - $96.3K
|
465
$104K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4New |
$605 - $829
|
4
$892
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
225New |
$34.1K - $46.6K
|
225
$50.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.69KNew |
$1.16M - $1.59M
|
7.69K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$90.8K - $124K
|
600
$134K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-79Closed |
$12K - $16.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-4.71KClosed |
$713K - $976K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.63KNew |
$397K - $544K
|
2.63K
$585K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140New |
$21.2K - $29K
|
140
$31.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.15KClosed |
$174K - $238K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-233- 10.0% |
$35.3K - $48.3K
|
2.1K
$468K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-84Closed |
$12.7K - $17.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.27K+ 423.53% |
$1.1M - $1.51M
|
8.99K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$1.82K - $2.49K
|
12
$2.68K
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.05KClosed |
$310K - $424K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-30- 15.87% |
$4.54K - $6.21K
|
159
$35.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-950- 90.48% |
$144K - $197K
|
100
$22.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$184K - $252K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
125New |
$18.9K - $25.9K
|
125
$27.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
96+ 21.52% |
$14.5K - $19.9K
|
542
$121K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
1.35KNew |
$204K - $279K
|
1.35K
$300K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200Closed |
$30.3K - $41.4K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.61KClosed |
$394K - $540K
|
0
$0
|
|