Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57+ 3.95% |
$11K - $14.2K
|
1.5K
$373K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
51+ 1.35% |
$9.88K - $12.7K
|
3.84K
$954K
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
43+ 0.85% |
$8.33K - $10.7K
|
5.11K
$1.27M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 5.3% |
$8.14K - $10.5K
|
835
$207K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
40New |
$7.75K - $9.95K
|
40
$9.94K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40+ 3.89% |
$7.75K - $9.95K
|
1.07K
$265K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
37+ 0.53% |
$7.17K - $9.21K
|
6.96K
$1.73M
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
34New |
$6.59K - $8.46K
|
34
$8.45K
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27+ 87.1% |
$5.23K - $6.72K
|
58
$14.4K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27New |
$5.23K - $6.72K
|
27
$6.71K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
24New |
$4.65K - $5.97K
|
24
$5.96K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 328.57% |
$4.46K - $5.72K
|
30
$7.45K
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13New |
$2.52K - $3.24K
|
13
$3.23K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.94K - $2.49K
|
10
$2.48K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 3.08% |
$1.94K - $2.49K
|
335
$83.2K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$1.94K - $2.49K
|
10
$2.48K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.04% |
$194 - $249
|
2.32K
$576K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.96% |
$194 - $249
|
105
$26.1K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$194 - $249
|
3.65K
$906K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$194 - $249
|
3.02K
$750K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 5.88% |
$194 - $249
|
18
$4.47K
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1- 2.56% |
$194 - $249
|
38
$9.44K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 14.52% |
$1.74K - $2.24K
|
53
$13.2K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12Closed |
$2.32K - $2.99K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20- 1.88% |
$3.87K - $4.98K
|
1.04K
$259K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-29- 0.62% |
$5.62K - $7.22K
|
4.65K
$1.15M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-50- 40.0% |
$9.69K - $12.4K
|
75
$18.6K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-50- 20.92% |
$9.69K - $12.4K
|
189
$47K
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-64- 3.37% |
$12.4K - $15.9K
|
1.84K
$456K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-104- 4.39% |
$20.1K - $25.9K
|
2.26K
$562K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-122- 4.36% |
$23.6K - $30.4K
|
2.68K
$666K
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-127- 12.16% |
$24.6K - $31.6K
|
917
$228K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-200Closed |
$38.7K - $49.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-200- 3.18% |
$38.7K - $49.8K
|
6.08K
$1.51M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200Closed |
$38.7K - $49.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-290Closed |
$56.2K - $72.2K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-300Closed |
$58.1K - $74.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-340- 20.2% |
$65.9K - $84.6K
|
1.34K
$334K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-348- 9.15% |
$67.4K - $86.6K
|
3.46K
$858K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-499- 99.8% |
$96.7K - $124K
|
1
$248
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-571- 0.31% |
$111K - $142K
|
186K
$46.3M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-719Closed |
$139K - $179K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.08K- 4.2% |
$209K - $269K
|
24.6K
$6.12M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.15K- 9.54% |
$222K - $285K
|
10.9K
$2.7M
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.2KClosed |
$232K - $298K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
SELL
|
- |
-1.2K- 3.28% |
$233K - $300K
|
35.5K
$8.82M
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.26K- 2.91% |
$243K - $313K
|
42K
$10.4M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 44.59% |
$305K - $392K
|
1.96K
$486K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-2.2K- 83.42% |
$426K - $547K
|
437
$109K
|