Purchases and Sales Made in Q1 2023 in Spdr Ser Tr S&P Transn ETF (XTN)
This table provides information about the institutional ownership of Spdr Ser Tr S&P Transn ETF (XTN) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P TRANSN ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
48.8KNew |
$3.26M - $4.02M
|
48.8K
$4.59M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.3K+ 177.73% |
$2.23M - $2.74M
|
52K
$4.9M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.6K+ 277.62% |
$1.98M - $2.43M
|
40.2K
$3.79M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
23.4KNew |
$1.57M - $1.93M
|
23.4K
$2.2M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.3KNew |
$1.02M - $1.26M
|
15.3K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$990K - $1.22M
|
14.8K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13K+ 15.87% |
$866K - $1.07M
|
94.6K
$8.9M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.56KNew |
$572K - $704K
|
8.56K
$805K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.05K+ 49.43% |
$405K - $498K
|
18.3K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.1KNew |
$207K - $255K
|
3.1K
$292K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.78KNew |
$186K - $229K
|
2.78K
$261K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.48K+ 22.46% |
$166K - $204K
|
13.5K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.29K+ 12.39% |
$86.5K - $106K
|
11.7K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.03K+ 19.72% |
$68.7K - $84.5K
|
6.24K
$587K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
984+ 12.85% |
$65.8K - $81K
|
8.64K
$813K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
710+ 15.62% |
$47.5K - $58.4K
|
5.26K
$495K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
710+ 15.62% |
$47.5K - $58.4K
|
5.26K
$495K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500New |
$33.4K - $41.2K
|
500
$47.1K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
497+ 60.1% |
$33.2K - $40.9K
|
1.32K
$125K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
440+ 15.12% |
$29.4K - $36.2K
|
3.35K
$315K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
405+ 4.05% |
$27.1K - $33.3K
|
10.4K
$980K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
316+ 97.23% |
$21.1K - $26K
|
641
$60.4K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
280+ 6.7% |
$18.7K - $23K
|
4.46K
$420K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
234New |
$15.7K - $19.3K
|
234
$22K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
128New |
$8.56K - $10.5K
|
128
$12.1K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 1450.0% |
$7.76K - $9.55K
|
124
$11.7K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105+ 0.46% |
$7.02K - $8.64K
|
22.8K
$2.15M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
80+ 800.0% |
$5.35K - $6.59K
|
90
$8.47K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$3.34K - $4.12K
|
50
$4.71K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
39+ 13.0% |
$2.61K - $3.21K
|
339
$31.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 15.84% |
$2.14K - $2.63K
|
234
$22K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.54K - $1.89K
|
23
$2.17K
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
8+ 0.25% |
$535 - $659
|
3.25K
$306K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 16.0% |
$268 - $329
|
29
$2.73K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$66.9 - $82.3
|
3.33K
$314K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 2.16% |
$268 - $329
|
181
$17K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22- 51.16% |
$1.47K - $1.81K
|
21
$1.98K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23- 2.06% |
$1.54K - $1.89K
|
1.09K
$103K
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
SELL
|
- |
-79- 0.17% |
$5.28K - $6.5K
|
45.6K
$4.29M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-128- 2.93% |
$8.56K - $10.5K
|
4.24K
$399K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-180- 94.24% |
$12K - $14.8K
|
11
$1.04K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-300- 3.84% |
$20.1K - $24.7K
|
7.51K
$707K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-435- 7.72% |
$29.1K - $35.8K
|
5.2K
$490K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-500- 10.7% |
$33.4K - $41.2K
|
4.17K
$393K
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-614- 7.83% |
$41.1K - $50.5K
|
7.23K
$681K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-762- 19.83% |
$51K - $62.7K
|
3.08K
$290K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-863- 12.89% |
$57.7K - $71K
|
5.83K
$549K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-913- 24.56% |
$61.1K - $75.2K
|
2.81K
$264K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-952- 9.27% |
$63.7K - $78.4K
|
9.31K
$877K
|