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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
296+ 3.84% |
$66.6K - $78.5K
|
8.01K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
295+ 30.79% |
$66.4K - $78.2K
|
1.25K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
280+ 8.15% |
$63K - $74.2K
|
3.72K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
262New |
$59K - $69.5K
|
262
$45.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
248+ 0.52% |
$55.8K - $65.8K
|
47.8K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
233+ 1.51% |
$52.5K - $61.8K
|
15.7K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
203+ 27.66% |
$45.7K - $53.8K
|
937
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
180+ 0.89% |
$40.5K - $47.7K
|
20.4K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
159+ 7.68% |
$35.8K - $42.2K
|
2.23K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
154+ 7.18% |
$34.7K - $40.8K
|
2.3K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
150New |
$33.8K - $39.8K
|
150
$25.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 58.04% |
$29.3K - $34.5K
|
354
$61.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
129New |
$29K - $34.2K
|
129
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118+ 5.2% |
$26.6K - $31.3K
|
2.39K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
117New |
$26.3K - $31K
|
117
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
112New |
$25.2K - $29.7K
|
112
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
97New |
$21.8K - $25.7K
|
97
$16.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
90New |
$20.3K - $23.9K
|
90
$15.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
88New |
$19.8K - $23.3K
|
88
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
70+ 1.21% |
$15.8K - $18.6K
|
5.85K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
70+ 28.81% |
$15.8K - $18.6K
|
313
$54.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 1.13% |
$13.5K - $15.9K
|
5.35K
$924K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 4.5% |
$12.2K - $14.3K
|
1.26K
$217K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53+ 2.52% |
$11.9K - $14.1K
|
2.15K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52+ 86.67% |
$11.7K - $13.8K
|
112
$19.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50+ 33.11% |
$11.3K - $13.3K
|
201
$34.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
50New |
$11.3K - $13.3K
|
50
$8.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
49New |
$11K - $13K
|
49
$8.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
48New |
$10.8K - $12.7K
|
48
$8.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 4.16% |
$9.23K - $10.9K
|
1.03K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27+ 0.55% |
$6.08K - $7.16K
|
4.91K
$848K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
26+ 2.5% |
$5.85K - $6.89K
|
1.07K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$5.63K - $6.63K
|
25
$4.32K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24New |
$5.4K - $6.36K
|
24
$4.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
20New |
$4.5K - $5.3K
|
20
$3.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
16+ 5.46% |
$3.6K - $4.24K
|
309
$53.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.76% |
$2.25K - $2.65K
|
577
$99.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$2.25K - $2.65K
|
10
$1.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10New |
$2.25K - $2.65K
|
10
$1.73K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9New |
$2.03K - $2.39K
|
9
$1.56K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8+ 0.39% |
$1.8K - $2.12K
|
2.08K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8+ 0.79% |
$1.8K - $2.12K
|
1.03K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6+ 0.57% |
$1.35K - $1.59K
|
1.06K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.06% |
$225 - $265
|
1.7K
$294K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$225 - $265
|
3.53K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$225 - $265
|
3.05K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$225 - $265
|
1.77K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.11% |
$225 - $265
|
895
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$225 - $265
|
2.99K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5- 3.18% |
$1.13K - $1.33K
|
152
$26.3K
|