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 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.9KClosed |
$454K - $509K
|
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
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-600Closed |
$26.2K - $31.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-225Closed |
$9.84K - $11.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-86Closed |
$3.76K - $4.51K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 2.48% |
$46.4K - $55.6K
|
41.8K
$1.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$70K - $83.9K
|
1.6K
$71.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-11.1KClosed |
$486K - $583K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-506Closed |
$22.1K - $26.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-250Closed |
$10.9K - $13.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.19K - $2.62K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-525Closed |
$23K - $27.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
SELL
|
- |
-40KClosed |
$1.86M - $2.12M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.05KClosed |
$188K - $215K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-425Closed |
$19.8K - $22.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 58.59% |
$6.98K - $7.97K
|
106
$4.76K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$1.4M - $1.59M
|
30K
$1.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-95Closed |
$4.42K - $5.04K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.7KClosed |
$997K - $1.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.67KClosed |
$369K - $407K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.4KClosed |
$212K - $234K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6.94KClosed |
$334K - $369K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.42KClosed |
$117K - $128K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
325New |
$15.7K - $17.3K
|
325
$14.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.91KClosed |
$381K - $420K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-210KClosed |
$10.1M - $11.1M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$4.94K - $5.6K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
92+ 73.02% |
$4.55K - $5.15K
|
218
$9.78K
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-203Closed |
$10K - $11.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-85Closed |
$3.69K - $4.43K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
188New |
$8.16K - $9.79K
|
188
$8.43K
|
|
| Q3 2020 | |||||||
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.8KClosed |
$966K - $1.03M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-147Closed |
$6.24K - $6.66K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-4.67KClosed |
$198K - $212K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
460New |
$19.5K - $20.9K
|
460
$20.6K
|
|
|
Oct 30, 2020
Q3 2020
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.2KNew |
$51K - $54.4K
|
1.2K
$53.8K
|
|
|
Oct 26, 2020
Q3 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-74.1KClosed |
$3.15M - $3.36M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-50.3KClosed |
$2.14M - $2.28M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$626K - $669K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
151+ 5.09% |
$5.22K - $6.67K
|
3.12K
$140K
|
|
|
Aug 14, 2020
Q2 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.85KClosed |
$340K - $435K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5.82KClosed |
$201K - $257K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-10.5KClosed |
$363K - $464K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-218Closed |
$7.53K - $9.63K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.24KClosed |
$250K - $320K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.51KClosed |
$86.6K - $111K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.4KClosed |
$48.4K - $61.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-256Closed |
$8.08K - $12.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.31KClosed |
$199K - $302K
|
0
$0
|
|