Latest Institutional Transactions on Spdr Ser Tr Spdr S&P Metals & (XME)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Metals & (XME) 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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
400+ 0.94% |
$19.8K - $21.6K
|
42.9K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-177K- 60.55% |
$8.76M - $9.53M
|
115K
$7.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-61.9K- 59.68% |
$3.07M - $3.34M
|
41.8K
$2.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24K+ 42.71% |
$1.19M - $1.29M
|
80.2K
$5.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
958New |
$47.5K - $51.6K
|
958
$66.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$1.45M - $1.58M
|
29.3K
$2.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.74K- 61.83% |
$334K - $363K
|
4.16K
$287K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 334.94% |
$131K - $143K
|
3.44K
$237K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
393+ 99.49% |
$19.5K - $21.2K
|
788
$54.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 78.74% |
$24.8K - $27K
|
135
$9.32K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.34K- 4.08% |
$66.5K - $72.4K
|
31.6K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
108New |
$5.35K - $5.82K
|
108
$7.45K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
11.5K+ 43.08% |
$570K - $620K
|
38.2K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15New |
$743 - $809
|
15
$1.04K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 96.77% |
$1.34K - $1.6K
|
1
$69
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
70.1KNew |
$3.12M - $3.75M
|
70.1K
$4.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.5KNew |
$781K - $938K
|
17.5K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.24KNew |
$233K - $280K
|
5.24K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
21+ 0.4% |
$935 - $1.12K
|
5.25K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
40KNew |
$1.78M - $2.14M
|
40K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$44.5 - $53.5
|
1
$69
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.71K- 38.39% |
$210K - $252K
|
7.56K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
30.7KNew |
$1.37M - $1.64M
|
30.7K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-240- 36.36% |
$10.7K - $12.8K
|
420
$29K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.07K- 1.24% |
$92.1K - $111K
|
165K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
62.7KNew |
$2.79M - $3.35M
|
62.7K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-100K- 32.0% |
$4.45M - $5.35M
|
213K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-12K- 58.58% |
$533K - $641K
|
8.47K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-196- 9.71% |
$8.73K - $10.5K
|
1.82K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31KNew |
$1.38M - $1.66M
|
31K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.38% |
$89 - $107
|
531
$36.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$69K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56New |
$2.49K - $2.99K
|
56
$3.87K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.63K- 19.93% |
$72.3K - $86.9K
|
6.53K
$451K
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
18.7K+ 10.81% |
$831K - $998K
|
191K
$13.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.3K- 41.79% |
$460K - $552K
|
14.4K
$993K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 36.08% |
$63.4K - $76.2K
|
2.52K
$174K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-195K- 97.85% |
$8.67M - $10.4M
|
4.27K
$295K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.57K- 91.95% |
$203K - $244K
|
400
$27.6K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
616+ 14.56% |
$27.4K - $32.9K
|
4.85K
$335K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-135- 45.76% |
$6.01K - $7.22K
|
160
$11K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
128KNew |
$5.69M - $6.84M
|
128K
$8.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.55KNew |
$425K - $511K
|
9.55K
$659K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166+ 23.38% |
$7.39K - $8.88K
|
876
$60.5K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
39.1KNew |
$1.74M - $2.09M
|
39.1K
$2.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.05K- 16.0% |
$46.5K - $55.9K
|
5.49K
$379K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$1.83K - $2.19K
|
41
$2.83K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
13.4K+ 81.53% |
$659K - $792K
|
29.9K
$2.06M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$19.6K - $23.6K
|
400
$27.6K
|
|