Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
918New |
$160K - $203K
|
918
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
916+ 58.46% |
$160K - $203K
|
2.48K
$617K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
860+ 477.78% |
$150K - $190K
|
1.04K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
781+ 1.89% |
$136K - $173K
|
42.2K
$10.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
651+ 434.0% |
$114K - $144K
|
801
$199K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
611+ 36.9% |
$107K - $135K
|
2.27K
$563K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
550+ 29.16% |
$96K - $122K
|
2.44K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
500+ 172.41% |
$87.3K - $111K
|
790
$196K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
431+ 5.83% |
$75.2K - $95.4K
|
7.83K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
372+ 2.58% |
$64.9K - $82.4K
|
14.8K
$3.67M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
326+ 0.48% |
$56.9K - $72.2K
|
68.7K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
326+ 0.48% |
$56.9K - $72.2K
|
68.7K
$17.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
310+ 7.23% |
$54.1K - $68.6K
|
4.6K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
268+ 4.24% |
$46.8K - $59.3K
|
6.59K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
250New |
$43.6K - $55.4K
|
250
$62.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
242New |
$42.2K - $53.6K
|
242
$60.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
218New |
$38K - $48.3K
|
218
$54.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
210+ 1.11% |
$36.6K - $46.5K
|
19.2K
$4.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
184+ 140.46% |
$32.1K - $40.7K
|
315
$78.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
168+ 5.02% |
$29.3K - $37.2K
|
3.51K
$873K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
157+ 11.91% |
$27.4K - $34.8K
|
1.48K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
149+ 0.99% |
$26K - $33K
|
15.2K
$3.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
122+ 3.86% |
$21.3K - $27K
|
3.28K
$815K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
92+ 0.69% |
$16.1K - $20.4K
|
13.5K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
90+ 6.5% |
$15.7K - $19.9K
|
1.48K
$366K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$12.2K - $15.5K
|
70
$17.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65+ 4.93% |
$11.3K - $14.4K
|
1.38K
$344K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
59+ 3.1% |
$10.3K - $13.1K
|
1.96K
$487K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.05% |
$8.73K - $11.1K
|
1.04K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
50New |
$8.73K - $11.1K
|
50
$12.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
46+ 1.9% |
$8.03K - $10.2K
|
2.47K
$614K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33+ 3.67% |
$5.76K - $7.31K
|
933
$232K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 103.33% |
$5.41K - $6.86K
|
61
$15.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 103.33% |
$5.41K - $6.86K
|
61
$15.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
23New |
$4.01K - $5.09K
|
23
$5.71K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$2.62K - $3.32K
|
15
$3.73K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
14+ 1.11% |
$2.44K - $3.1K
|
1.27K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
11+ 0.94% |
$1.92K - $2.44K
|
1.18K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.19% |
$1.4K - $1.77K
|
4.12K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8+ 0.33% |
$1.4K - $1.77K
|
2.4K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
5+ 0.06% |
$873 - $1.11K
|
8.06K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 9.43% |
$873 - $1.11K
|
58
$14.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$175 - $221
|
1.76K
$438K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$175 - $221
|
4.02K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$175 - $221
|
1.04K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.05% |
$175 - $221
|
2.12K
$527K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.22% |
$175 - $221
|
463
$115K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$175 - $221
|
1.85K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$175 - $221
|
1.55K
$384K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2- 0.18% |
$349 - $443
|
1.12K
$277K
|