Latest Institutional Purchases of Spdr Ser Tr Spdr S&P Metals & (XME)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Metals & (XME) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 334.94% |
$131K - $143K
|
3.44K
$206K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
958New |
$47.5K - $51.6K
|
958
$57.5K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
400+ 0.94% |
$19.8K - $21.6K
|
42.9K
$2.58M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
393+ 99.49% |
$19.5K - $21.2K
|
788
$47.3K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
108New |
$5.35K - $5.82K
|
108
$6.48K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
100New |
$4.96K - $5.39K
|
100
$6K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75New |
$3.72K - $4.04K
|
75
$4.5K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15New |
$743 - $809
|
15
$900
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.9% |
$49.6 - $53.9
|
112
$6.72K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.9
|
6.53K
$392K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
128KNew |
$5.69M - $6.84M
|
128K
$7.67M
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
70.1KNew |
$3.12M - $3.75M
|
70.1K
$4.21M
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
62.7KNew |
$2.79M - $3.35M
|
62.7K
$3.76M
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
40KNew |
$1.78M - $2.14M
|
40K
$2.4M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
39.1KNew |
$1.74M - $2.09M
|
39.1K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31KNew |
$1.38M - $1.66M
|
31K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
30.7KNew |
$1.37M - $1.64M
|
30.7K
$1.84M
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
18.7K+ 10.81% |
$831K - $998K
|
191K
$11.5M
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.5KNew |
$781K - $938K
|
17.5K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.55KNew |
$425K - $511K
|
9.55K
$573K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.24KNew |
$233K - $280K
|
5.24K
$315K
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$60K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
616+ 14.56% |
$27.4K - $32.9K
|
4.85K
$291K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166+ 23.38% |
$7.39K - $8.88K
|
876
$52.6K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137New |
$6.1K - $7.33K
|
137
$8.22K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.34K - $4.01K
|
75
$4.5K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56New |
$2.49K - $2.99K
|
56
$3.36K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$1.83K - $2.19K
|
41
$2.46K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
21+ 0.4% |
$935 - $1.12K
|
5.25K
$315K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.38% |
$89 - $107
|
531
$31.9K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$44.5 - $53.5
|
1
$60
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
BUY
|
PUT |
3.7MNew |
$182M - $219M
|
3.7M
$222M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.69MNew |
$83M - $99.8M
|
1.69M
$101M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
136KNew |
$6.67M - $8.03M
|
136K
$8.16M
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
119KNew |
$5.87M - $7.06M
|
119K
$7.17M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
71.7K+ 1763.66% |
$3.52M - $4.24M
|
75.8K
$4.55M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.1KNew |
$889K - $1.07M
|
18.1K
$1.09M
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
13.4K+ 81.53% |
$659K - $792K
|
29.9K
$1.79M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.8KNew |
$532K - $639K
|
10.8K
$650K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.1KNew |
$398K - $479K
|
8.1K
$486K
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.9KNew |
$290K - $349K
|
5.9K
$354K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.43KNew |
$267K - $321K
|
5.43K
$326K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.43KNew |
$266K - $321K
|
5.43K
$326K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.29KNew |
$260K - $313K
|
5.29K
$318K
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.07KNew |
$249K - $299K
|
5.07K
$304K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.27KNew |
$111K - $134K
|
2.27K
$136K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
875+ 18.34% |
$43K - $51.7K
|
5.65K
$339K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$19.6K - $23.6K
|
400
$24K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269New |
$13.2K - $15.9K
|
269
$16.1K
|