Latest Institutional Transactions on Spdr Ser Tr S & P Telecom ETF (XTL)
This table provides information on the latest institutional transactions involving Spdr Ser Tr S & P Telecom ETF (XTL) 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 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.02KNew |
$233K - $269K
|
3.02K
$426K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.1KNew |
$2.67M - $3.09M
|
35.1K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
49New |
$3.73K - $4.31K
|
49
$6.93K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$457 - $528
|
6
$848
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
8.62KNew |
$656K - $758K
|
8.62K
$1.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.53KNew |
$269K - $310K
|
3.53K
$498K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31New |
$2.36K - $2.84K
|
31
$4.38K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-143- 2.41% |
$10.9K - $13.1K
|
5.78K
$818K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16New |
$1.22K - $1.46K
|
16
$2.26K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$7.45K - $8.97K
|
98
$13.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-157- 83.51% |
$11.9K - $14.4K
|
31
$4.38K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.09KClosed |
$229K - $291K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.74KClosed |
$426K - $542K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-800Closed |
$59.4K - $75.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.48KClosed |
$110K - $140K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.22KClosed |
$188K - $227K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-500- 87.72% |
$42.5K - $51.2K
|
70
$9.89K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-7.38KClosed |
$627K - $755K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12KNew |
$292K - $323K
|
3.12K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-106Closed |
$9.91K - $11K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-281Closed |
$26.3K - $29K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.65KClosed |
$248K - $274K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74Closed |
$6.92K - $7.65K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.14KClosed |
$580K - $631K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
350New |
$33.1K - $36K
|
350
$49.5K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-251Closed |
$23.4K - $26.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11Closed |
$1.03K - $1.15K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.14KNew |
$573K - $641K
|
6.14K
$868K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-300Closed |
$28K - $31.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-113Closed |
$10.5K - $11.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
26New |
$2.19K - $2.59K
|
26
$3.68K
|
|
|
Apr 26, 2021
Q1 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.1KClosed |
$261K - $309K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-115Closed |
$7.8K - $9.87K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
78New |
$5.13K - $6.07K
|
78
$11K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33New |
$2.17K - $2.57K
|
33
$4.66K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51New |
$2.9K - $3.79K
|
51
$7.21K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.69KClosed |
$140K - $199K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-126Closed |
$6.55K - $9.32K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-507Closed |
$26.4K - $37.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-71Closed |
$3.69K - $5.25K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-370Closed |
$19.2K - $27.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-75Closed |
$4.83K - $5.25K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Bailard, Inc.
|
SELL
|
- |
-3.77KClosed |
$243K - $264K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$983K - $1.04M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-50Closed |
$3.35K - $3.53K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Gradient Investments LLC
|
SELL
|
- |
-11Closed |
$736 - $776
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.71K- 35.54% |
N/A
|
4.91K
$694K
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|