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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.14K+ 107050.0% |
$90.6K - $98.1K
|
2.14K
$86.1K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30New |
$1.28K - $1.45K
|
30
$1.21K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2New |
$85.4 - $96.6
|
2
$80.4
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.92KNew |
$210K - $237K
|
4.92K
$198K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32- 43.84% |
$1.37K - $1.55K
|
41
$1.65K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
168+ 1.03% |
$7.18K - $8.11K
|
16.6K
$665K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
105+ 4.58% |
$4.48K - $5.07K
|
2.4K
$96.4K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-176- 3.55% |
$7.52K - $8.5K
|
4.78K
$192K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.73K- 36.65% |
$117K - $132K
|
4.72K
$189K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.22KNew |
$95K - $107K
|
2.22K
$89.4K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.83% |
$42.7 - $48.3
|
122
$4.9K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.33% |
$85.4 - $96.6
|
615
$24.7K
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$289K - $327K
|
6.76K
$272K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
415+ 6.67% |
$17.7K - $20K
|
6.64K
$267K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.61KNew |
$298K - $345K
|
7.61K
$306K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.94KNew |
$194K - $224K
|
4.94K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-18.1K- 39.65% |
$709K - $819K
|
27.5K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56- 7.29% |
$2.2K - $2.54K
|
712
$28.6K
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-100K- 11.11% |
$3.92M - $4.53M
|
800K
$32.1M
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-3.25K- 94.2% |
$128K - $147K
|
200
$8.04K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
6.35KNew |
$249K - $288K
|
6.35K
$255K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
373+ 5.16% |
$14.6K - $16.9K
|
7.6K
$305K
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
57New |
$2.23K - $2.43K
|
57
$2.29K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.06KNew |
$41.3K - $45K
|
1.06K
$42.4K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
263KNew |
$10.3M - $11.2M
|
263K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.2KNew |
$281K - $307K
|
7.2K
$289K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 5.38% |
$11.7K - $12.8K
|
5.28K
$212K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.44KNew |
$56.2K - $61.3K
|
1.44K
$57.8K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1KNew |
$39.1K - $42.6K
|
1K
$40.2K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
171New |
$6.68K - $7.29K
|
171
$6.87K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.71K- 32.7% |
$154K - $169K
|
7.64K
$307K
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-11K- 15.07% |
$455K - $500K
|
62K
$2.49M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$14.9K - $16.4K
|
360
$14.5K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.78KNew |
$115K - $126K
|
2.78K
$112K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$8.28K - $9.1K
|
200
$8.04K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.43K- 30.86% |
$100K - $110K
|
5.44K
$218K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.94K- 15.68% |
$80.2K - $88.2K
|
10.4K
$419K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 15.96% |
$6.21K - $6.82K
|
790
$31.7K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
123New |
$5.09K - $5.6K
|
123
$4.94K
|
|
Q4 2023 | |||||||
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.1KNew |
$285K - $339K
|
8.1K
$325K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$1.76K - $2.1K
|
50
$2.01K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$246 - $293
|
7
$281
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-100- 50.0% |
$3.52K - $4.19K
|
100
$4.02K
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
40KNew |
$1.41M - $1.68M
|
40K
$1.61M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
700New |
$24.6K - $29.3K
|
700
$28.1K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
75New |
$2.64K - $3.14K
|
75
$3.01K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
395New |
$13.9K - $16.6K
|
395
$15.9K
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
470New |
$18.7K - $20.7K
|
470
$18.9K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
450New |
$17.9K - $19.9K
|
450
$18.1K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10New |
$398 - $441
|
10
$402
|