Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
505+ 6.35% |
$84.2K - $116K
|
8.46K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
490+ 23.14% |
$81.7K - $112K
|
2.61K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
458+ 58.87% |
$76.4K - $105K
|
1.24K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
421+ 9.05% |
$70.2K - $96.5K
|
5.07K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
400+ 6.78% |
$66.7K - $91.7K
|
6.3K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
381+ 14.12% |
$63.5K - $87.4K
|
3.08K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
343+ 25.0% |
$57.2K - $78.6K
|
1.72K
$426K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
291New |
$48.5K - $66.7K
|
291
$72.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
209+ 32.66% |
$34.9K - $47.9K
|
849
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
199+ 5.98% |
$33.2K - $45.6K
|
3.53K
$876K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 159.57% |
$25K - $34.4K
|
244
$60.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
138+ 4.03% |
$23K - $31.6K
|
3.56K
$885K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
128+ 0.87% |
$21.3K - $29.3K
|
14.9K
$3.69M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 8.22% |
$21K - $28.9K
|
1.66K
$412K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
$20.8K - $28.7K
|
125
$31.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117+ 0.26% |
$19.5K - $26.8K
|
45.8K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
105+ 2.24% |
$17.5K - $24.1K
|
4.79K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104+ 1.63% |
$17.3K - $23.8K
|
6.48K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
94New |
$15.7K - $21.6K
|
94
$23.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
71New |
$11.8K - $16.3K
|
71
$17.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
65+ 3.45% |
$10.8K - $14.9K
|
1.95K
$484K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$10K - $13.8K
|
60
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
59+ 2.53% |
$9.84K - $13.5K
|
2.39K
$594K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
52+ 4.24% |
$8.67K - $11.9K
|
1.28K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 54.95% |
$8.34K - $11.5K
|
141
$35K
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
47+ 3.98% |
$7.84K - $10.8K
|
1.23K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
34+ 0.96% |
$5.67K - $7.8K
|
3.58K
$888K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 1.78% |
$4.67K - $6.42K
|
1.6K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
25+ 0.16% |
$4.17K - $5.73K
|
15.3K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11+ 0.7% |
$1.83K - $2.52K
|
1.59K
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.29% |
$1.5K - $2.06K
|
3.08K
$765K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9+ 0.81% |
$1.5K - $2.06K
|
1.12K
$279K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
8New |
$1.33K - $1.83K
|
8
$1.99K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4+ 0.07% |
$667 - $917
|
5.44K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.09% |
$334 - $459
|
2.13K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$334 - $459
|
2.2K
$546K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.72% |
$167 - $229
|
59
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$167 - $229
|
589
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$167 - $229
|
1.85K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 5.88% |
$167 - $229
|
18
$4.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$167 - $229
|
1.76K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.09% |
$167 - $229
|
1.08K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$167 - $229
|
1.55K
$384K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $229
|
4.03K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.23% |
$167 - $229
|
430
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.31% |
$167 - $229
|
323
$80.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1- 0.04% |
$167 - $229
|
2.45K
$609K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.1% |
$167 - $229
|
1.04K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 22.22% |
$334 - $459
|
7
$1.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.19% |
$667 - $917
|
2.15K
$535K
|