Purchases and Sales Made in Q4 2022 in Spdr S&P Kensho Final Frontier (ROKT)
This table provides information about the institutional ownership of Spdr S&P Kensho Final Frontier (ROKT) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO FINAL FRONTIER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
926+ 12.99% |
$31.2K - $37.3K
|
8.06K
$461K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
820New |
$27.6K - $33.1K
|
820
$46.9K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
625+ 100.0% |
$21.1K - $25.2K
|
1.25K
$71.5K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
141New |
$4.75K - $5.68K
|
141
$8.07K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
71New |
$2.39K - $2.86K
|
71
$4.06K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.58% |
$33.7 - $40.3
|
174
$9.95K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$33.7 - $40.3
|
1
$57.2
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12- 1.78% |
$404 - $484
|
662
$37.9K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-176- 23.44% |
$5.93K - $7.09K
|
575
$32.9K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-464- 7.85% |
$15.6K - $18.7K
|
5.45K
$312K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-724- 26.58% |
$24.4K - $29.2K
|
2K
$114K
|