Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.1KNew |
$16.2M - $19.1M
|
72.1K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.1K+ 34.89% |
$15.8M - $18.6M
|
271K
$64.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.3KNew |
$12.7M - $14.9M
|
56.3K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
47.3K+ 832.56% |
$10.6M - $12.5M
|
53K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
43.3KNew |
$9.76M - $11.5M
|
43.3K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
22.7KNew |
$5.11M - $6.02M
|
22.7K
$5.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.1K+ 14.18% |
$922K - $1.09M
|
33K
$7.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23KNew |
$726K - $855K
|
3.23K
$766K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$616K - $725K
|
2.74K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.61K+ 19.89% |
$589K - $693K
|
15.8K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19K+ 560.77% |
$492K - $580K
|
2.58K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.9KNew |
$429K - $505K
|
1.9K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74KNew |
$392K - $462K
|
1.74K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.53K+ 4.61% |
$344K - $405K
|
34.7K
$8.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.53K+ 4.61% |
$344K - $405K
|
34.7K
$8.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.48K+ 2.21% |
$334K - $393K
|
68.5K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47KNew |
$331K - $390K
|
1.47K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$294K - $346K
|
1.31K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.3KNew |
$292K - $343K
|
1.3K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
1.13KNew |
$254K - $300K
|
1.13K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.13KNew |
$254K - $299K
|
1.13K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.1KNew |
$248K - $292K
|
1.1K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 5.3% |
$229K - $269K
|
20.2K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
921New |
$207K - $244K
|
921
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
912New |
$205K - $242K
|
912
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
842New |
$190K - $223K
|
842
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
807New |
$182K - $214K
|
807
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
634+ 2.18% |
$143K - $168K
|
29.7K
$7.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
625+ 1.63% |
$141K - $166K
|
39K
$9.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
600New |
$135K - $159K
|
600
$143K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
572New |
$129K - $152K
|
572
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
487+ 11.69% |
$110K - $129K
|
4.65K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
454+ 1.02% |
$102K - $120K
|
45.1K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
404New |
$91K - $107K
|
404
$96K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
376+ 10.56% |
$84.7K - $99.7K
|
3.94K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
349New |
$78.6K - $92.5K
|
349
$82.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
321New |
$72.3K - $85.1K
|
321
$76.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
295+ 30.79% |
$66.4K - $78.2K
|
1.25K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
280+ 8.15% |
$63K - $74.2K
|
3.72K
$883K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
233+ 1.51% |
$52.5K - $61.8K
|
15.7K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
203+ 27.66% |
$45.7K - $53.8K
|
937
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
159+ 7.68% |
$35.8K - $42.2K
|
2.23K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
154+ 7.18% |
$34.7K - $40.8K
|
2.3K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 58.04% |
$29.3K - $34.5K
|
354
$84.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
129New |
$29K - $34.2K
|
129
$30.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118+ 5.2% |
$26.6K - $31.3K
|
2.39K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
117New |
$26.3K - $31K
|
117
$27.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
112New |
$25.2K - $29.7K
|
112
$26.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
97New |
$21.8K - $25.7K
|
97
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
88New |
$19.8K - $23.3K
|
88
$20.9K
|