Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
548+ 100.0% |
$78.4K - $102K
|
1.1K
$272K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
502+ 3.06% |
$71.9K - $93.3K
|
16.9K
$4.2M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
500+ 16.45% |
$71.6K - $92.9K
|
3.54K
$880K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
479+ 20.61% |
$68.6K - $89K
|
2.8K
$696K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
434+ 7.12% |
$62.1K - $80.7K
|
6.53K
$1.62M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
426New |
$61K - $79.2K
|
426
$106K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
375+ 11.28% |
$53.7K - $69.7K
|
3.7K
$919K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
347+ 1.16% |
$49.7K - $64.5K
|
30.4K
$7.54M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
341+ 0.49% |
$48.8K - $63.4K
|
69.9K
$17.4M
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
275New |
$39.4K - $51.1K
|
275
$68.3K
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
151+ 0.36% |
$21.6K - $28.1K
|
42.2K
$10.5M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
139+ 7.87% |
$19.9K - $25.8K
|
1.91K
$473K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
125New |
$17.9K - $23.2K
|
125
$31.1K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
$17.9K - $23.2K
|
125
$31.1K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
123+ 164.0% |
$17.6K - $22.9K
|
198
$49.2K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
120New |
$17.2K - $22.3K
|
120
$29.8K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
109+ 64.88% |
$15.6K - $20.3K
|
277
$68.8K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
92+ 2.47% |
$13.2K - $17.1K
|
3.82K
$949K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
91New |
$13K - $16.9K
|
91
$22.6K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87+ 3.86% |
$12.5K - $16.2K
|
2.34K
$582K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 5.78% |
$12.2K - $15.8K
|
1.56K
$387K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76+ 2.39% |
$10.9K - $14.1K
|
3.25K
$808K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
76+ 5.33% |
$10.9K - $14.1K
|
1.5K
$373K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
58+ 3.58% |
$8.3K - $10.8K
|
1.68K
$416K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
57New |
$8.16K - $10.6K
|
57
$14.2K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57+ 2.45% |
$8.16K - $10.6K
|
2.39K
$593K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$7.3K - $9.48K
|
51
$12.7K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41New |
$5.87K - $7.62K
|
41
$10.2K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$5.01K - $6.51K
|
35
$8.7K
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26+ 0.42% |
$3.72K - $4.83K
|
6.26K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23+ 0.86% |
$3.29K - $4.28K
|
2.69K
$667K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.23K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.23K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8New |
$1.15K - $1.49K
|
8
$1.99K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.13% |
$573 - $743
|
3.03K
$754K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.13% |
$573 - $743
|
3.16K
$784K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.1% |
$573 - $743
|
4.11K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.13% |
$429 - $558
|
2.25K
$558K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$286 - $372
|
1.54K
$383K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$143 - $186
|
1.32K
$327K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 0.4% |
$143 - $186
|
247
$61.4K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2- 3.77% |
$286 - $372
|
51
$12.7K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$286 - $372
|
2.88K
$715K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10- 0.05% |
$1.43K - $1.86K
|
21.7K
$5.38M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13- 0.67% |
$1.86K - $2.42K
|
1.92K
$478K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-25- 10.96% |
$3.58K - $4.65K
|
203
$50.4K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 11.44% |
$3.86K - $5.02K
|
209
$51.9K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-27- 15.52% |
$3.86K - $5.02K
|
147
$36.5K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34- 2.99% |
$4.87K - $6.32K
|
1.1K
$274K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-50- 78.13% |
$7.16K - $9.29K
|
14
$3.48K
|