Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16New |
$2.64K - $3.37K
|
16
$3.98K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$1.98K - $2.52K
|
5.32K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 8.26% |
$1.65K - $2.1K
|
131
$32.5K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$1.65K - $2.1K
|
10
$2.48K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.46% |
$1.32K - $1.68K
|
1.74K
$432K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8+ 0.34% |
$1.32K - $1.68K
|
2.33K
$579K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.3% |
$659 - $842
|
1.32K
$328K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.25% |
$495 - $631
|
1.22K
$302K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.1% |
$495 - $631
|
3.16K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.07% |
$495 - $631
|
4.11K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.14% |
$495 - $631
|
2.12K
$527K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 3.92% |
$330 - $421
|
53
$13.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.05% |
$330 - $421
|
4.02K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.17% |
$330 - $421
|
1.21K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.11% |
$330 - $421
|
1.85K
$460K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$330 - $421
|
2.25K
$559K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$330 - $421
|
1.54K
$384K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$165 - $210
|
3.54K
$880K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.11% |
$165 - $210
|
891
$221K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.23% |
$165 - $210
|
429
$107K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 11.76% |
$659 - $842
|
30
$7.45K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9- 6.12% |
$1.48K - $1.89K
|
138
$34.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.2% |
$1.65K - $2.1K
|
5.03K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-42- 0.93% |
$6.92K - $8.84K
|
4.47K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 14.29% |
$8.24K - $10.5K
|
300
$74.5K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-54- 3.68% |
$8.9K - $11.4K
|
1.42K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58- 2.43% |
$9.56K - $12.2K
|
2.33K
$579K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-70- 1.61% |
$11.5K - $14.7K
|
4.29K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-124- 8.6% |
$20.4K - $26.1K
|
1.32K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-130- 0.85% |
$21.4K - $27.4K
|
15.2K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-158- 5.88% |
$26K - $33.2K
|
2.53K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-174- 6.05% |
$28.7K - $36.6K
|
2.7K
$671K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-176- 2.32% |
$29K - $37K
|
7.39K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-234- 31.66% |
$38.6K - $49.2K
|
505
$125K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-236- 2.85% |
$38.9K - $49.7K
|
8.05K
$2M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-249- 13.07% |
$41.1K - $52.4K
|
1.66K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-330- 0.68% |
$54.4K - $69.4K
|
48.1K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-385- 5.77% |
$63.5K - $81K
|
6.29K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-426- 5.06% |
$70.2K - $89.6K
|
7.99K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-450- 26.88% |
$74.2K - $94.7K
|
1.22K
$304K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-470- 15.64% |
$77.5K - $98.9K
|
2.54K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-520- 4.45% |
$85.7K - $109K
|
11.2K
$2.78M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-559- 94.91% |
$92.2K - $118K
|
30
$7.45K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-618- 3.94% |
$102K - $130K
|
15.1K
$3.74M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-632- 2.88% |
$104K - $133K
|
21.3K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-718- 4.51% |
$118K - $151K
|
15.2K
$3.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-852- 12.61% |
$140K - $179K
|
5.91K
$1.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-965- 2.29% |
$159K - $203K
|
41.3K
$10.3M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.42K- 47.16% |
$234K - $298K
|
1.59K
$395K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.45K- 39.16% |
$239K - $305K
|
2.25K
$559K
|