Latest Institutional Transactions on Spdr Ser Tr Factset Innovative (XITK)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Factset Innovative (XITK) 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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.42KNew |
$290K - $350K
|
2.42K
$408K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.1KNew |
$728K - $881K
|
6.1K
$1.03M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
129New |
$15.4K - $18.6K
|
129
$21.7K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.72KNew |
$393K - $495K
|
3.72K
$625K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.08K- 73.64% |
$749K - $943K
|
2.54K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.6KNew |
$1.55M - $1.95M
|
14.6K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-52- 1.51% |
$5.5K - $6.93K
|
3.4K
$571K
|
|
Q1 2023 | |||||||
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41New |
$4.06K - $5.23K
|
41
$6.9K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84KNew |
$182K - $235K
|
1.84K
$310K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
121New |
$12K - $15.4K
|
121
$20.4K
|
|
Q4 2022 | |||||||
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.69KClosed |
$333K - $398K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-250- 22.52% |
$22.5K - $26.9K
|
860
$145K
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-976- 30.08% |
$88K - $105K
|
2.27K
$382K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17New |
$1.53K - $1.83K
|
17
$2.86K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.96K- 99.95% |
$357K - $426K
|
2
$337
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2New |
$180 - $215
|
2
$337
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
62New |
$5.59K - $6.68K
|
62
$10.4K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-473- 65.24% |
$42.7K - $51K
|
252
$42.4K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 26.22% |
$135K - $162K
|
7.22K
$1.22M
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.1KNew |
$189K - $226K
|
2.1K
$353K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.2KNew |
$2.18M - $2.6M
|
24.2K
$4.07M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-304- 12.68% |
$30K - $38.3K
|
2.09K
$352K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-100- 3.9% |
$9.87K - $12.6K
|
2.47K
$415K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 11.75% |
$136K - $173K
|
10.3K
$1.74M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$987 - $1.26K
|
10
$1.68K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 35.29% |
$2.96K - $3.77K
|
55
$9.25K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
CALL |
-50KClosed |
$5.18M - $8.02M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.08KClosed |
$216K - $334K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.12K+ 17.39% |
$323K - $500K
|
21.1K
$3.54M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
161+ 9.22% |
$16.7K - $25.8K
|
1.91K
$321K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-98Closed |
$10.1K - $15.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-110Closed |
$11.4K - $17.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.76K- 43.06% |
$1.01M - $1.57M
|
12.9K
$2.17M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.6KClosed |
$787K - $1.22M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
PUT |
-200Closed |
$20.7K - $32.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-521Closed |
$53.9K - $83.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-233Closed |
$24.1K - $37.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.68KClosed |
$174K - $269K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-70Closed |
$7.25K - $11.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.67KClosed |
$173K - $268K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.63KClosed |
$169K - $261K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-620Closed |
$64.2K - $99.4K
|
0
$0
|
|
Q1 2022 | |||||||
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$895 - $1.34K
|
7
$1.18K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-201Closed |
$25.7K - $38.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
85.1KNew |
$10.9M - $16.3M
|
85.1K
$14.3M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-225Closed |
$28.8K - $43.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.87KClosed |
$239K - $358K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.76KClosed |
$353K - $529K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.63KClosed |
$208K - $311K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-750Closed |
$95.9K - $144K
|
0
$0
|