Latest Institutional Transactions on Spdr Tr Ser Spdr S&P Semicondu (XSD)
This table provides information on the latest institutional transactions involving Spdr Tr Ser Spdr S&P Semicondu (XSD) 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.97KClosed |
$876K - $1.05M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-6Closed |
$660 - $795
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2KClosed |
$220K - $265K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-228- 18.75% |
$18.1K - $26.3K
|
988
$238K
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-11Closed |
$872 - $1.27K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.7KClosed |
$293K - $427K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2KClosed |
$884K - $1.29M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$793 - $1.15K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-95Closed |
$6.76K - $10.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.14KClosed |
$152K - $240K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.39KClosed |
$241K - $382K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-408Closed |
$29K - $45.9K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.16KClosed |
$82.4K - $130K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-80Closed |
$5.69K - $9K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-7Closed |
$608 - $752
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 25.0% |
$86.9 - $107
|
3
$723
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-79Closed |
$7.06K - $7.45K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-729Closed |
$65.1K - $68.7K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.95KClosed |
$264K - $278K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-77Closed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.31KClosed |
N/A
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.85KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-8.95KClosed |
N/A
|
0
$0
|
|
Apr 03, 2019
Q1 2019
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-7.66KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 26, 2019
Q4 2018
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
22New |
N/A
|
22
$5.3K
|
|
Feb 11, 2019
Q4 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.58KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Davenport & CO LLC
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Ironwood Financial, LLC
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.48KClosed |
N/A
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-403Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-495Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.36KClosed |
N/A
|
0
$0
|
|
Jul 31, 2018
Q2 2018
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-158Closed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Q3 Asset Management
|
SELL
|
- |
-50.9KClosed |
N/A
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Dorsey Wright & Associates
|
SELL
|
- |
-4.1KClosed |
N/A
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$482
|
|
Q1 2014 | |||||||
Sep 25, 2019
Q1 2014
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
650KNew |
N/A
|
650K
$157M
|