Latest Institutional Transactions on Spdr S&P Kensho Final Frontier (ROKT)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho Final Frontier (ROKT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.17K+ 81.45% |
$185K - $211K
|
9.29K
$532K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-100- 1.6% |
$4.42K - $5.06K
|
6.15K
$352K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-498- 61.63% |
$22K - $25.2K
|
310
$17.7K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
84New |
$3.72K - $4.25K
|
84
$4.81K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
101New |
$4.47K - $5.11K
|
101
$5.78K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.11K- 88.61% |
$0 - $143K
|
400
$22.9K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
252New |
$0 - $11.6K
|
252
$14.4K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$0 - $46.1
|
1
$57.2
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$0 - $46.1
|
1
$57.2
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.49% |
$0 - $46.1
|
206
$11.8K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.99% |
$41.9 - $44.9
|
102
$5.84K
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-525- 25.93% |
$19.9K - $23.7K
|
1.5K
$85.8K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1KNew |
$39K - $44.5K
|
1K
$57.2K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60New |
$2.36K - $2.63K
|
60
$3.43K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.61% |
$39.4 - $43.8
|
166
$9.5K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
178+ 126.24% |
$7.01K - $7.79K
|
319
$18.2K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-45Closed |
$1.77K - $1.94K
|
0
$0
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$39.2 - $43.1
|
1
$57.2
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.58% |
$33.7 - $40.3
|
174
$9.95K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
625+ 100.0% |
$21.1K - $25.2K
|
1.25K
$71.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
71New |
$2.39K - $2.86K
|
71
$4.06K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
820New |
$27.6K - $33.1K
|
820
$46.9K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
200New |
$6.83K - $8.32K
|
200
$11.4K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.63KClosed |
$227K - $276K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
126New |
$4.31K - $5.24K
|
126
$7.21K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.05KClosed |
$220K - $253K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.01KClosed |
$73.3K - $84.1K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-34Closed |
$1.28K - $1.43K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-34Closed |
$1.28K - $1.43K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
80New |
$3.14K - $3.42K
|
80
$4.58K
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4- 0.61% |
$156 - $175
|
657
$37.6K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.92KClosed |
$231K - $258K
|
0
$0
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.52K - $8.33K
|
200
$11.4K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.4KClosed |
$40.6K - $46.6K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30New |
$752 - $1.03K
|
30
$1.72K
|
|
Q3 2019 | |||||||
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
355New |
$12.5K - $13K
|
355
$20.3K
|