Latest Institutional Transactions on Spdr Ser Tr Spdr S&P Pharmaceu (XPH)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Pharmaceu (XPH) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-409- 5.84% |
$16K - $18.5K
|
6.6K
$305K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
57New |
$2.23K - $2.43K
|
57
$2.64K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.06KNew |
$41.3K - $45K
|
1.06K
$48.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.03K+ 3.49% |
$197K - $214K
|
149K
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
263KNew |
$10.3M - $11.2M
|
263K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.2KNew |
$281K - $307K
|
7.2K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 5.38% |
$11.7K - $12.8K
|
5.28K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.44KNew |
$56.2K - $61.3K
|
1.44K
$66.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1KNew |
$39.1K - $42.6K
|
1K
$46.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
171New |
$6.68K - $7.29K
|
171
$7.91K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 55.35% |
$5.86K - $6.4K
|
121
$5.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
5.24K+ 117.2% |
$205K - $223K
|
9.71K
$449K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.71K- 32.7% |
$154K - $169K
|
7.64K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-11K- 15.07% |
$455K - $500K
|
62K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$14.9K - $16.4K
|
360
$16.7K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.78KNew |
$115K - $126K
|
2.78K
$129K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$8.28K - $9.1K
|
200
$9.26K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.43K- 30.86% |
$100K - $110K
|
5.44K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.56% |
$207 - $227
|
890
$41.2K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.94K- 15.68% |
$80.2K - $88.2K
|
10.4K
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 15.96% |
$6.21K - $6.82K
|
790
$36.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
123New |
$5.09K - $5.6K
|
123
$5.69K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.1KNew |
$285K - $339K
|
8.1K
$375K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$1.76K - $2.1K
|
50
$2.31K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$246 - $293
|
7
$324
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-100- 50.0% |
$3.52K - $4.19K
|
100
$4.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.29K+ 18.67% |
$80.5K - $95.9K
|
14.5K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
40KNew |
$1.41M - $1.68M
|
40K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
700New |
$24.6K - $29.3K
|
700
$32.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
770+ 1.79% |
$27.1K - $32.3K
|
43.8K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
75New |
$2.64K - $3.14K
|
75
$3.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
395New |
$13.9K - $16.6K
|
395
$18.3K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
470New |
$18.7K - $20.7K
|
470
$21.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
450New |
$17.9K - $19.9K
|
450
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10New |
$398 - $441
|
10
$463
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
591New |
$23.5K - $26.1K
|
591
$27.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
73.5KNew |
$2.92M - $3.24M
|
73.5K
$3.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13.8KNew |
$550K - $610K
|
13.8K
$640K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
606New |
$24.1K - $26.7K
|
606
$28K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.56K- 31.49% |
$102K - $113K
|
5.56K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17- 0.3% |
$676 - $750
|
5.58K
$258K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-17.8K- 53.33% |
$698K - $760K
|
15.6K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$39.1 - $42.6
|
1
$46.3
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
50New |
$1.96K - $2.13K
|
50
$2.31K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 34.34% |
$499K - $544K
|
50K
$2.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3- 0.9% |
$117 - $128
|
330
$15.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
100+ 12.5% |
$3.91K - $4.26K
|
900
$41.7K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
43+ 2150.0% |
$1.7K - $1.9K
|
45
$2.08K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23.8K- 82.71% |
$941K - $1.05M
|
4.97K
$230K
|
|