Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
215+ 1194.44% |
$44.7K - $51.6K
|
233
$58.3K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
199+ 4.45% |
$41.4K - $47.8K
|
4.68K
$1.17M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
192+ 27.31% |
$39.9K - $46.1K
|
895
$224K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
160+ 13.03% |
$33.3K - $38.4K
|
1.39K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
145+ 7.19% |
$30.1K - $34.8K
|
2.16K
$541K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
145+ 2.99% |
$30.1K - $34.8K
|
4.99K
$1.25M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 5.52% |
$28.9K - $33.4K
|
2.66K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
133+ 0.3% |
$27.6K - $31.9K
|
44.7K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
98+ 2.78% |
$20.4K - $23.5K
|
3.62K
$906K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
97New |
$20.2K - $23.3K
|
97
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
92+ 1.2% |
$19.1K - $22.1K
|
7.76K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
90+ 4.17% |
$18.7K - $21.6K
|
2.25K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
90New |
$18.7K - $21.6K
|
90
$22.5K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
86New |
$17.9K - $20.7K
|
86
$21.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 2.11% |
$17.7K - $20.4K
|
4.11K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
77+ 35.16% |
$16K - $18.5K
|
296
$74K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
60+ 0.2% |
$12.5K - $14.4K
|
30.7K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
58+ 170.59% |
$12.1K - $13.9K
|
92
$23K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
58+ 0.14% |
$12.1K - $13.9K
|
42.1K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
55New |
$11.4K - $13.2K
|
55
$13.8K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
51+ 2.83% |
$10.6K - $12.2K
|
1.85K
$463K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 4.33% |
$10.4K - $12K
|
1.21K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50New |
$10.4K - $12K
|
50
$12.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
46New |
$9.56K - $11K
|
46
$11.5K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40+ 2.33% |
$8.31K - $9.61K
|
1.76K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
25+ 1.6% |
$5.2K - $6K
|
1.59K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24New |
$4.99K - $5.76K
|
24
$6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21New |
$4.37K - $5.04K
|
21
$5.25K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$4.16K - $4.8K
|
20
$5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$2.91K - $3.36K
|
14
$3.5K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
12+ 0.06% |
$2.49K - $2.88K
|
20.2K
$5.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$2.29K - $2.64K
|
11
$2.75K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11New |
$2.29K - $2.64K
|
11
$2.75K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10+ 1.01% |
$2.08K - $2.4K
|
1.01K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
9+ 0.9% |
$1.87K - $2.16K
|
1.01K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 2.75% |
$1.25K - $1.44K
|
224
$56K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$1.25K - $1.44K
|
6
$1.5K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5New |
$1.04K - $1.2K
|
5
$1.25K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4New |
$831 - $961
|
4
$1K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3New |
$624 - $720
|
3
$750
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$416 - $480
|
2
$500
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1+ 0.11% |
$208 - $240
|
894
$224K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1New |
$208 - $240
|
1
$250
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$208 - $240
|
1.77K
$441K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 1.69% |
$208 - $240
|
58
$14.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 28.57% |
$416 - $480
|
5
$1.25K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5- 0.23% |
$1.04K - $1.2K
|
2.17K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 1.06% |
$1.66K - $1.92K
|
749
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10- 0.46% |
$2.08K - $2.4K
|
2.14K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.93% |
$2.08K - $2.4K
|
1.06K
$266K
|