Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
214+ 23.83% |
$43.6K - $54.8K
|
1.11K
$278K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
212+ 24.42% |
$43.2K - $54.3K
|
1.08K
$270K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
207+ 7.36% |
$42.1K - $53K
|
3.02K
$755K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
203+ 6.52% |
$41.3K - $52K
|
3.32K
$829K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 2.28% |
$40.7K - $51.2K
|
8.99K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 16.67% |
$40.7K - $51.2K
|
1.4K
$350K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
171+ 3.66% |
$34.8K - $43.8K
|
4.85K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
162+ 7.49% |
$33K - $41.5K
|
2.33K
$581K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
141+ 1.74% |
$28.7K - $36.1K
|
8.23K
$2.06M
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
134+ 0.32% |
$27.3K - $34.3K
|
42.2K
$10.6M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
129New |
$26.3K - $33K
|
129
$32.3K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
128+ 1.91% |
$26.1K - $32.8K
|
6.85K
$1.71M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
124+ 7.81% |
$25.2K - $31.8K
|
1.71K
$428K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 2.4% |
$17.7K - $22.3K
|
3.71K
$928K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
70+ 50.36% |
$14.3K - $17.9K
|
209
$52.3K
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
51+ 1.45% |
$10.4K - $13.1K
|
3.58K
$894K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
50+ 2.94% |
$10.2K - $12.8K
|
1.75K
$438K
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
46+ 4.1% |
$9.37K - $11.8K
|
1.17K
$292K
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
40+ 0.5% |
$8.14K - $10.2K
|
8.06K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40+ 0.19% |
$8.14K - $10.2K
|
21.3K
$5.33M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
36New |
$7.33K - $9.22K
|
36
$9K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31+ 0.12% |
$6.31K - $7.94K
|
26.8K
$6.71M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
27+ 8.41% |
$5.5K - $6.92K
|
348
$87K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25+ 0.67% |
$5.09K - $6.4K
|
3.74K
$936K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25New |
$5.09K - $6.4K
|
25
$6.25K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25+ 10.25% |
$5.09K - $6.4K
|
269
$67.3K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24New |
$4.89K - $6.15K
|
24
$6K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23+ 10.27% |
$4.68K - $5.89K
|
247
$61.8K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 4.54% |
$4.28K - $5.38K
|
484
$121K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 95.24% |
$4.07K - $5.12K
|
41
$10.3K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17+ 1.73% |
$3.46K - $4.35K
|
1K
$251K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.71% |
$3.05K - $3.84K
|
890
$223K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15+ 32.61% |
$3.05K - $3.84K
|
61
$15.3K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.22K - $1.54K
|
6
$1.5K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 3.45% |
$407 - $512
|
60
$15K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$407 - $512
|
3.05K
$762K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.11% |
$204 - $256
|
894
$224K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$204 - $256
|
4.77K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 1.06% |
$204 - $256
|
95
$23.8K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$204 - $256
|
4.11K
$1.03M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 20.0% |
$204 - $256
|
6
$1.5K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$204 - $256
|
1.77K
$442K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1- 0.34% |
$204 - $256
|
295
$73.8K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.56% |
$407 - $512
|
353
$88.3K
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5- 0.36% |
$1.02K - $1.28K
|
1.38K
$346K
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-10- 0.08% |
$2.04K - $2.56K
|
11.8K
$2.96M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10- 1.02% |
$2.04K - $2.56K
|
973
$243K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-20- 50.0% |
$4.07K - $5.12K
|
20
$5K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-22- 44.0% |
$4.48K - $5.64K
|
28
$7K
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-29- 2.73% |
$5.9K - $7.43K
|
1.03K
$259K
|