Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.2KNew |
$2.22M - $2.82M
|
33.2K
$3.04M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 23.6% |
$802K - $1.02M
|
62.8K
$5.74M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.25K+ 139.23% |
$419K - $531K
|
10.7K
$982K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.3K+ 139.66% |
$355K - $450K
|
9.1K
$831K
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.87KNew |
$326K - $414K
|
4.87K
$445K
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$229K - $291K
|
3.43K
$313K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.57KNew |
$172K - $218K
|
2.57K
$235K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.32KNew |
$156K - $197K
|
2.32K
$212K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
749+ 19.53% |
$50.1K - $63.6K
|
4.58K
$419K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
647+ 23.46% |
$43.3K - $55K
|
3.41K
$311K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
549New |
$36.8K - $46.6K
|
549
$50.2K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
541+ 7.21% |
$36.2K - $46K
|
8.05K
$735K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399+ 1.34% |
$26.7K - $33.9K
|
30.2K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
302+ 3.44% |
$20.2K - $25.7K
|
9.07K
$829K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
276New |
$18.5K - $23.4K
|
276
$25.2K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
230New |
$15.4K - $19.5K
|
230
$21K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
227New |
$15.2K - $19.3K
|
227
$20.7K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
187+ 1.01% |
$12.5K - $15.9K
|
18.7K
$1.71M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
184+ 0.8% |
$12.3K - $15.6K
|
23.3K
$2.13M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
166+ 29.43% |
$11.1K - $14.1K
|
730
$66.7K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
152New |
$10.2K - $12.9K
|
152
$13.9K
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
56New |
$3.75K - $4.76K
|
56
$5.12K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
40New |
$2.68K - $3.4K
|
40
$3.65K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 38.89% |
$937 - $1.19K
|
50
$4.57K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$669 - $849
|
10
$914
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$469 - $595
|
4.2K
$383K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
5New |
$335 - $425
|
5
$457
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
5+ 0.15% |
$335 - $425
|
3.26K
$298K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 1.13% |
$134 - $170
|
175
$16K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4- 0.1% |
$268 - $340
|
3.96K
$362K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 9.86% |
$1.41K - $1.78K
|
192
$17.5K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 93.55% |
$7.77K - $9.85K
|
8
$731
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-125- 50.0% |
$8.37K - $10.6K
|
125
$11.4K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 76.6% |
$12K - $15.3K
|
55
$5.03K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-256- 12.32% |
$17.1K - $21.7K
|
1.82K
$166K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-300- 27.22% |
$20.1K - $25.5K
|
802
$73.3K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-446- 5.67% |
$29.9K - $37.9K
|
7.43K
$678K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-701- 7.16% |
$46.9K - $59.5K
|
9.1K
$831K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-720- 19.53% |
$48.2K - $61.2K
|
2.97K
$271K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-744- 8.67% |
$49.8K - $63.2K
|
7.84K
$716K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-964- 10.73% |
$64.5K - $81.9K
|
8.02K
$733K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.24K- 16.62% |
$150K - $190K
|
11.2K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.26K- 10.46% |
$151K - $192K
|
19.3K
$1.76M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.53K- 15.75% |
$169K - $215K
|
13.5K
$1.23M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.15K- 26.68% |
$211K - $268K
|
8.66K
$791K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.65K- 23.7% |
$244K - $310K
|
11.7K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.44K- 27.86% |
$498K - $632K
|
19.3K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.64K- 15.03% |
$578K - $733K
|
48.8K
$4.46M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 81.84% |
$1.25M - $1.59M
|
4.14K
$378K
|