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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-451- 7.95% |
$17.9K - $20K
|
5.22K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-402- 99.75% |
$15.9K - $17.8K
|
1
$46.6
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-943- 2.54% |
$37.4K - $41.7K
|
36.2K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$7.92K - $8.85K
|
200
$9.31K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$5.94K - $6.64K
|
150
$6.99K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.01KNew |
$121K - $131K
|
3.01K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.4K- 88.18% |
$2.06M - $2.24M
|
6.89K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.11KNew |
$205K - $223K
|
5.11K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.3K- 71.81% |
$574K - $625K
|
5.63K
$262K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.6KNew |
$1.43M - $1.55M
|
35.6K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
15New |
$601 - $654
|
15
$699
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$4.01K - $4.36K
|
100
$4.66K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.07KNew |
$283K - $308K
|
7.07K
$329K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.5% |
$200 - $218
|
1.01K
$47.2K
|
|
| Q3 2022 | |||||||
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.21KClosed |
$246K - $277K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
138New |
$5.46K - $6.14K
|
138
$6.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$708K - $797K
|
17.9K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
290New |
$11.5K - $12.9K
|
290
$13.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
238+ 5950.0% |
$9.42K - $10.6K
|
242
$11.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
800+ 33.33% |
$31.7K - $35.6K
|
3.2K
$149K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
31New |
$1.23K - $1.38K
|
31
$1.44K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
306New |
$12.1K - $13.6K
|
306
$14.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-201Closed |
$7.67K - $9.33K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-31.9K- 65.59% |
$1.22M - $1.48M
|
16.7K
$779K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.67KClosed |
$178K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
112KNew |
$4.28M - $5.21M
|
112K
$5.23M
|
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-6.56KClosed |
$250K - $305K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
485New |
$18.5K - $22.5K
|
485
$22.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.05KClosed |
$40.2K - $48.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.52KNew |
$363K - $442K
|
9.52K
$443K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26Closed |
$992 - $1.21K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-300Closed |
$11.4K - $13.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
173+ 3.73% |
$6.6K - $8.03K
|
4.82K
$224K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.53% |
$114 - $139
|
570
$26.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
55New |
$2.1K - $2.55K
|
55
$2.56K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.31KClosed |
$50.1K - $60.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-150Closed |
$5.72K - $6.97K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-34.5KClosed |
$1.43M - $1.61M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-77Closed |
$3.2K - $3.59K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-602Closed |
$25K - $28.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57KClosed |
$2.37M - $2.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90Closed |
$3.74K - $4.19K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-36.3KClosed |
$1.51M - $1.69M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.95KClosed |
$206K - $231K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.9KClosed |
$454K - $509K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-350Closed |
$14.5K - $16.3K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-88Closed |
$3.66K - $4.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-75Closed |
$3.28K - $3.93K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-86Closed |
$3.76K - $4.51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-600Closed |
$26.2K - $31.5K
|
0
$0
|
|