Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR TR SER SPDR S&P SEMICONDU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.1KNew |
$16.2M - $19.1M
|
72.1K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
47.3K+ 832.56% |
$10.6M - $12.5M
|
53K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
22.7KNew |
$5.11M - $6.02M
|
22.7K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.1K+ 14.18% |
$922K - $1.09M
|
33K
$8.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$616K - $725K
|
2.74K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74KNew |
$392K - $462K
|
1.74K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47KNew |
$331K - $390K
|
1.47K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
1.13KNew |
$254K - $300K
|
1.13K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.13KNew |
$254K - $299K
|
1.13K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 5.3% |
$229K - $269K
|
20.2K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
921New |
$207K - $244K
|
921
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
912New |
$205K - $242K
|
912
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
807New |
$182K - $214K
|
807
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
572New |
$129K - $152K
|
572
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
454+ 1.02% |
$102K - $120K
|
45.1K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
404New |
$91K - $107K
|
404
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
349New |
$78.6K - $92.5K
|
349
$86.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
233+ 1.51% |
$52.5K - $61.8K
|
15.7K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
203+ 27.66% |
$45.7K - $53.8K
|
937
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
154+ 7.18% |
$34.7K - $40.8K
|
2.3K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 58.04% |
$29.3K - $34.5K
|
354
$88.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
97New |
$21.8K - $25.7K
|
97
$24.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
70+ 28.81% |
$15.8K - $18.6K
|
313
$77.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 4.5% |
$12.2K - $14.3K
|
1.26K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52+ 86.67% |
$11.7K - $13.8K
|
112
$27.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
50New |
$11.3K - $13.3K
|
50
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
48New |
$10.8K - $12.7K
|
48
$11.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24New |
$5.4K - $6.36K
|
24
$5.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
20New |
$4.5K - $5.3K
|
20
$4.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.76% |
$2.25K - $2.65K
|
577
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8+ 0.39% |
$1.8K - $2.12K
|
2.08K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8+ 0.79% |
$1.8K - $2.12K
|
1.03K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$225 - $265
|
2.99K
$743K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$225 - $265
|
3.53K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$225 - $265
|
1.77K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-9- 0.8% |
$2.03K - $2.39K
|
1.12K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-37- 5.1% |
$8.33K - $9.81K
|
688
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-45- 0.56% |
$10.1K - $11.9K
|
8K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-46- 1.47% |
$10.4K - $12.2K
|
3.09K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-50- 4.81% |
$11.3K - $13.3K
|
990
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-62- 5.45% |
$14K - $16.4K
|
1.08K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-66- 7.13% |
$14.9K - $17.5K
|
860
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-84- 2.04% |
$18.9K - $22.3K
|
4.03K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-181- 9.24% |
$40.8K - $48K
|
1.78K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-214- 3.25% |
$48.2K - $56.7K
|
6.37K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-247- 2.08% |
$55.6K - $65.5K
|
11.6K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-253- 10.35% |
$57K - $67.1K
|
2.19K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-303- 6.34% |
$68.2K - $80.3K
|
4.47K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-340- 1.06% |
$76.6K - $90.2K
|
31.9K
$7.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-370- 22.3% |
$83.3K - $98.1K
|
1.29K
$321K
|