Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Factset Innovative (XITK)
This table provides information about the institutional ownership of Spdr Ser Tr Factset Innovative (XITK) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FACTSET INNOVATIVE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.68KNew |
$589K - $720K
|
3.68K
$661K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.31KNew |
$530K - $648K
|
3.31K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
573+ 458.4% |
$91.6K - $112K
|
698
$125K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
511+ 18.45% |
$81.7K - $99.9K
|
3.28K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
291+ 13.99% |
$46.5K - $56.9K
|
2.37K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
144+ 24.78% |
$23K - $28.2K
|
725
$130K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
75+ 0.74% |
$12K - $14.7K
|
10.2K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
60New |
$9.59K - $11.7K
|
60
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
58+ 580.0% |
$9.27K - $11.3K
|
68
$12.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
35New |
$5.6K - $6.84K
|
35
$6.29K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22+ 0.84% |
$3.52K - $4.3K
|
2.66K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.59% |
$2.4K - $2.93K
|
2.57K
$462K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
7+ 0.03% |
$1.12K - $1.37K
|
27K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-4- 3.42% |
$640 - $782
|
113
$20.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.5% |
$799 - $978
|
999
$179K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-26- 0.84% |
$4.16K - $5.08K
|
3.07K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 16.92% |
$8.79K - $10.8K
|
270
$48.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-66- 2.96% |
$10.6K - $12.9K
|
2.16K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-114- 4.77% |
$18.2K - $22.3K
|
2.28K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-133- 5.48% |
$21.3K - $26K
|
2.29K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-265- 12.01% |
$42.4K - $51.8K
|
1.94K
$349K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-271- 2.67% |
$43.3K - $53K
|
9.88K
$1.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-357- 20.59% |
$57.1K - $69.8K
|
1.38K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-678- 15.03% |
$108K - $133K
|
3.83K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 31.11% |
$195K - $239K
|
2.7K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.36K- 27.45% |
$218K - $267K
|
3.61K
$647K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 6.72% |
$326K - $399K
|
28.3K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.87K- 42.09% |
$459K - $561K
|
3.95K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.65K- 61.94% |
$583K - $713K
|
2.24K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20.9K- 92.15% |
$3.35M - $4.1M
|
1.78K
$320K
|