Latest Institutional Purchases of Spdr Tr Ser Spdr S&P Semicondu (XSD)
This list provides information on the latest institutional transactions involving Spdr Tr Ser Spdr S&P Semicondu (XSD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$12.2K - $15.5K
|
70
$17.1K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33+ 3.67% |
$5.76K - $7.31K
|
933
$228K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
23New |
$4.01K - $5.09K
|
23
$5.61K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$2.62K - $3.32K
|
15
$3.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8+ 0.33% |
$1.4K - $1.77K
|
2.4K
$585K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
14.6KNew |
$2.41M - $3.07M
|
14.6K
$3.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
12.5KNew |
$2.07M - $2.64M
|
12.5K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
7.67KNew |
$1.26M - $1.61M
|
7.67K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.42KNew |
$1.22M - $1.56M
|
7.42K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.33KNew |
$713K - $910K
|
4.33K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89KNew |
$642K - $819K
|
3.89K
$950K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.58K+ 79.48% |
$426K - $544K
|
5.84K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.79KNew |
$294K - $376K
|
1.79K
$435K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$203K - $259K
|
1.23K
$300K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.04KNew |
$171K - $219K
|
1.04K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
347New |
$57.2K - $73K
|
347
$84.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
161New |
$26.5K - $33.9K
|
161
$39.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$8.24K - $10.5K
|
50
$12.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16New |
$2.64K - $3.37K
|
16
$3.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.2KNew |
$601K - $781K
|
4.2K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.19KNew |
$599K - $778K
|
4.19K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1.74KNew |
$249K - $323K
|
1.74K
$424K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.57KNew |
$225K - $292K
|
1.57K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
548+ 100.0% |
$78.4K - $102K
|
1.1K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
426New |
$61K - $79.2K
|
426
$104K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
125New |
$17.9K - $23.2K
|
125
$30.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
109+ 64.88% |
$15.6K - $20.3K
|
277
$67.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$7.3K - $9.48K
|
51
$12.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41New |
$5.87K - $7.62K
|
41
$10K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$5.01K - $6.51K
|
35
$8.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.17K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.17K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
15.8KNew |
$2.31M - $3.04M
|
15.8K
$3.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.45KNew |
$212K - $279K
|
1.45K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
280New |
$40.9K - $53.8K
|
280
$68.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.69KNew |
$1.16M - $1.59M
|
7.69K
$1.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.27K+ 423.53% |
$1.1M - $1.51M
|
8.99K
$2.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.63KNew |
$397K - $544K
|
2.63K
$641K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
1.35KNew |
$204K - $279K
|
1.35K
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$90.8K - $124K
|
600
$146K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465New |
$70.4K - $96.3K
|
465
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
225New |
$34.1K - $46.6K
|
225
$54.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
150New |
$22.7K - $31.1K
|
150
$36.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140New |
$21.2K - $29K
|
140
$34.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
137New |
$20.7K - $28.4K
|
137
$33.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
125New |
$18.9K - $25.9K
|
125
$30.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$15.1K - $20.7K
|
100
$24.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
96+ 21.52% |
$14.5K - $19.9K
|
542
$132K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$1.82K - $2.49K
|
12
$2.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4New |
$605 - $829
|
4
$976
|
|