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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.58K+ 79.48% |
$426K - $544K
|
5.84K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.42KNew |
$1.22M - $1.56M
|
7.42K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16New |
$2.64K - $3.37K
|
16
$3.86K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.33KNew |
$713K - $910K
|
4.33K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
161New |
$26.5K - $33.9K
|
161
$38.8K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.45K- 39.16% |
$239K - $305K
|
2.25K
$543K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 11.76% |
$659 - $842
|
30
$7.23K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-54- 3.68% |
$8.9K - $11.4K
|
1.42K
$341K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.79KNew |
$294K - $376K
|
1.79K
$430K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
347New |
$57.2K - $73K
|
347
$83.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$203K - $259K
|
1.23K
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.04KNew |
$171K - $219K
|
1.04K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
7.67KNew |
$1.26M - $1.61M
|
7.67K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89KNew |
$642K - $819K
|
3.89K
$939K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
24.5KNew |
$4.04M - $5.15M
|
24.5K
$5.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$8.24K - $10.5K
|
50
$12.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
12.5KNew |
$2.07M - $2.64M
|
12.5K
$3.02M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
14.6KNew |
$2.41M - $3.07M
|
14.6K
$3.52M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
109+ 64.88% |
$15.6K - $20.3K
|
277
$66.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1.74KNew |
$249K - $323K
|
1.74K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.2KNew |
$601K - $781K
|
4.2K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
548+ 100.0% |
$78.4K - $102K
|
1.1K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-448- 26.35% |
$64.1K - $83.3K
|
1.25K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.19KNew |
$599K - $778K
|
4.19K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$7.3K - $9.48K
|
51
$12.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
426New |
$61K - $79.2K
|
426
$103K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8New |
$1.15K - $1.49K
|
8
$1.93K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26+ 0.42% |
$3.72K - $4.83K
|
6.26K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-25- 10.96% |
$3.58K - $4.65K
|
203
$48.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-212- 11.82% |
$30.3K - $39.4K
|
1.58K
$381K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$5.01K - $6.51K
|
35
$8.44K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41New |
$5.87K - $7.62K
|
41
$9.88K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.13K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.57KNew |
$225K - $292K
|
1.57K
$378K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
125New |
$17.9K - $23.2K
|
125
$30.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
418New |
$61K - $80.3K
|
418
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
280New |
$40.9K - $53.8K
|
280
$67.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.45KNew |
$212K - $279K
|
1.45K
$350K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
15.8KNew |
$2.31M - $3.04M
|
15.8K
$3.82M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465New |
$70.4K - $96.3K
|
465
$112K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-288- 91.43% |
$43.6K - $59.7K
|
27
$6.51K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.69KNew |
$1.16M - $1.59M
|
7.69K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4New |
$605 - $829
|
4
$964
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
225New |
$34.1K - $46.6K
|
225
$54.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$90.8K - $124K
|
600
$145K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.63KNew |
$397K - $544K
|
2.63K
$633K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-79Closed |
$12K - $16.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-4.71KClosed |
$713K - $976K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140New |
$21.2K - $29K
|
140
$33.7K
|
|