Purchases and Sales Made in Q4 2023 in Spdr Series Trust Spdr Nyse Te (XNTK)
This table provides information about the institutional ownership of Spdr Series Trust Spdr Nyse Te (XNTK) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SERIES TRUST SPDR NYSE TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
29.7KNew |
$3.85M - $4.9M
|
29.7K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.9K+ 19.43% |
$2.97M - $3.79M
|
141K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 13.32% |
$2.01M - $2.56M
|
132K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9K+ 11.02% |
$1.41M - $1.79M
|
109K
$23.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.2KNew |
$934K - $1.19M
|
7.2K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.71K+ 38.91% |
$871K - $1.11M
|
24K
$5.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.81K+ 69.43% |
$754K - $961K
|
14.2K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.01K+ 11.28% |
$649K - $827K
|
49.4K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.96KNew |
$644K - $820K
|
4.96K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.56K+ 59.79% |
$592K - $754K
|
12.2K
$2.59M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.12KNew |
$404K - $515K
|
3.12K
$663K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.02K+ 2.19% |
$392K - $500K
|
141K
$30M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3KNew |
$389K - $496K
|
3K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.74K+ 4.62% |
$355K - $453K
|
62K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.62KNew |
$339K - $432K
|
2.62K
$557K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.46KNew |
$319K - $407K
|
2.46K
$523K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.21KNew |
$286K - $364K
|
2.21K
$469K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.03KNew |
$264K - $336K
|
2.03K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.72KNew |
$224K - $285K
|
1.72K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.67KNew |
$216K - $275K
|
1.67K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.49K+ 43.02% |
$193K - $246K
|
4.96K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.38KNew |
$179K - $228K
|
1.38K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.37KNew |
$177K - $226K
|
1.37K
$291K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.28KNew |
$166K - $211K
|
1.28K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.06K+ 33.06% |
$137K - $175K
|
4.27K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
593+ 5.82% |
$76.9K - $98K
|
10.8K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
578+ 7.94% |
$75K - $95.5K
|
7.86K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
558+ 12.86% |
$72.4K - $92.2K
|
4.9K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
305New |
$39.6K - $50.4K
|
305
$64.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
272+ 4.02% |
$35.3K - $44.9K
|
7.05K
$1.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
252New |
$32.7K - $41.6K
|
252
$53.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
199New |
$25.8K - $32.9K
|
199
$42.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
191New |
$24.8K - $31.6K
|
191
$40.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 12.48% |
$22.7K - $28.9K
|
1.58K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
162+ 4.54% |
$21K - $26.8K
|
3.73K
$794K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
121New |
$15.7K - $20K
|
121
$25.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
105+ 0.57% |
$13.6K - $17.4K
|
18.7K
$3.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96+ 6.21% |
$12.5K - $15.9K
|
1.64K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 1.44% |
$6.1K - $7.77K
|
3.3K
$703K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
34New |
$4.41K - $5.62K
|
34
$7.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 12.89% |
$3.24K - $4.13K
|
219
$46.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 3.92% |
$3.24K - $4.13K
|
663
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$2.59K - $3.31K
|
20
$4.25K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$1.43K - $1.82K
|
11
$2.34K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 2.99% |
$649 - $826
|
172
$36.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$389 - $496
|
3.16K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.2% |
$130 - $165
|
501
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$130 - $165
|
16.2K
$3.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 4.0% |
$519 - $661
|
96
$20.4K
|