Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Factset Innovative (XITK)
This table provides information about the institutional ownership of Spdr Ser Tr Factset Innovative (XITK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.89KNew |
$764K - $1.02M
|
6.89K
$1.31M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.8K+ 6.53% |
$200K - $268K
|
29.3K
$5.57M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.6KNew |
$178K - $238K
|
1.6K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4KNew |
$155K - $208K
|
1.4K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
908+ 47.29% |
$101K - $135K
|
2.83K
$537K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
600New |
$66.6K - $89.2K
|
600
$114K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 256.92% |
$18.5K - $24.8K
|
232
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
150New |
$16.6K - $22.3K
|
150
$28.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
105+ 4.02% |
$11.6K - $15.6K
|
2.72K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
91+ 38.89% |
$10.1K - $13.5K
|
325
$61.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$111 - $149
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9- 12.0% |
$999 - $1.34K
|
66
$12.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.39% |
$1.11K - $1.49K
|
2.56K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 23.08% |
$1.33K - $1.78K
|
40
$7.59K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14- 7.11% |
$1.55K - $2.08K
|
183
$34.7K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19- 22.35% |
$2.11K - $2.83K
|
66
$12.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-32- 0.12% |
$3.55K - $4.76K
|
26.8K
$5.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-33- 16.67% |
$3.66K - $4.91K
|
165
$31.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 0.59% |
$6.66K - $8.92K
|
10.2K
$1.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 22.04% |
$8.88K - $11.9K
|
283
$53.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-81- 2.96% |
$8.99K - $12K
|
2.66K
$505K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-326- 11.91% |
$36.2K - $48.5K
|
2.41K
$458K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-346- 34.81% |
$38.4K - $51.4K
|
648
$123K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-474- 9.09% |
$52.6K - $70.5K
|
4.74K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-549- 11.29% |
$60.9K - $81.6K
|
4.32K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-556- 13.55% |
$61.7K - $82.7K
|
3.55K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-615- 1.82% |
$68.2K - $91.4K
|
33.2K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.39K- 61.76% |
$709K - $950K
|
3.96K
$751K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.45K- 44.79% |
$715K - $958K
|
7.94K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 78.03% |
$2.18M - $2.92M
|
5.52K
$1.05M
|