Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
500+ 30.12% |
$95K - $116K
|
2.16K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
475+ 21.37% |
$90.3K - $110K
|
2.7K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
462+ 31.32% |
$87.8K - $107K
|
1.94K
$478K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
461+ 50.22% |
$87.6K - $107K
|
1.38K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
416+ 2.09% |
$79.1K - $96.5K
|
20.4K
$5.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
363+ 1.81% |
$69K - $84.2K
|
20.4K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
356+ 29.35% |
$67.7K - $82.6K
|
1.57K
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
353+ 2.4% |
$67.1K - $81.9K
|
15K
$3.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
342+ 32.88% |
$65K - $79.3K
|
1.38K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
325+ 103.17% |
$61.8K - $75.4K
|
640
$158K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
324New |
$61.6K - $75.2K
|
324
$80K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
270New |
$51.3K - $62.6K
|
270
$66.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
265+ 9.2% |
$50.4K - $61.5K
|
3.15K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
252+ 11.45% |
$47.9K - $58.5K
|
2.45K
$605K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
200+ 11.97% |
$38K - $46.4K
|
1.87K
$462K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
198+ 0.53% |
$37.6K - $45.9K
|
37.5K
$9.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
162+ 10.75% |
$30.8K - $37.6K
|
1.67K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
142+ 4.33% |
$27K - $32.9K
|
3.42K
$845K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
131+ 1.99% |
$24.9K - $30.4K
|
6.73K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
111+ 9.95% |
$21.1K - $25.7K
|
1.23K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
102+ 4.58% |
$19.4K - $23.7K
|
2.33K
$575K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
94New |
$17.9K - $21.8K
|
94
$23.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
92+ 0.6% |
$17.5K - $21.3K
|
15.3K
$3.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
92+ 1.86% |
$17.5K - $21.3K
|
5.04K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
85+ 1.85% |
$16.2K - $19.7K
|
4.68K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 10.54% |
$11.4K - $13.9K
|
629
$155K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
47+ 4.41% |
$8.93K - $10.9K
|
1.11K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
37New |
$7.03K - $8.58K
|
37
$9.13K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32+ 1.05% |
$6.08K - $7.42K
|
3.07K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23+ 1.32% |
$4.37K - $5.34K
|
1.76K
$435K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
19New |
$3.61K - $4.41K
|
19
$4.69K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19+ 1.49% |
$3.61K - $4.41K
|
1.29K
$319K
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
16+ 0.2% |
$3.04K - $3.71K
|
8.07K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 3.17% |
$3.04K - $3.71K
|
521
$129K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15+ 0.76% |
$2.85K - $3.48K
|
1.98K
$488K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 41.67% |
$1.9K - $2.32K
|
34
$8.39K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9New |
$1.71K - $2.09K
|
9
$2.22K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.11% |
$380 - $464
|
1.85K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.09% |
$380 - $464
|
2.12K
$524K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.05% |
$380 - $464
|
4.03K
$994K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$380 - $464
|
1.76K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.05% |
$380 - $464
|
4.12K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$380 - $464
|
2
$494
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$190 - $232
|
6.25K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.07% |
$190 - $232
|
1.49K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$190 - $232
|
1.55K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.05% |
$190 - $232
|
2.2K
$542K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$190 - $232
|
1.48K
$364K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$190 - $232
|
1.05K
$258K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$190 - $232
|
1
$247
|