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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1.74KNew |
$249K - $323K
|
1.74K
$469K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.57KNew |
$225K - $292K
|
1.57K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
548+ 100.0% |
$78.4K - $102K
|
1.1K
$296K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
426New |
$61K - $79.2K
|
426
$115K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
125New |
$17.9K - $23.2K
|
125
$33.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
109+ 64.88% |
$15.6K - $20.3K
|
277
$74.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$7.3K - $9.48K
|
51
$13.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41New |
$5.87K - $7.62K
|
41
$11.1K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$5.01K - $6.51K
|
35
$9.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$1.86K - $2.42K
|
13
$3.51K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
15.8KNew |
$2.31M - $3.04M
|
15.8K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.45KNew |
$212K - $279K
|
1.45K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
280New |
$40.9K - $53.8K
|
280
$75.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.69KNew |
$1.16M - $1.59M
|
7.69K
$2.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.27K+ 423.53% |
$1.1M - $1.51M
|
8.99K
$2.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.63KNew |
$397K - $544K
|
2.63K
$709K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
1.35KNew |
$204K - $279K
|
1.35K
$363K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$90.8K - $124K
|
600
$162K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
465New |
$70.4K - $96.3K
|
465
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
225New |
$34.1K - $46.6K
|
225
$60.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
150New |
$22.7K - $31.1K
|
150
$40.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140New |
$21.2K - $29K
|
140
$37.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
137New |
$20.7K - $28.4K
|
137
$37K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
125New |
$18.9K - $25.9K
|
125
$33.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$15.1K - $20.7K
|
100
$27K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
96+ 21.52% |
$14.5K - $19.9K
|
542
$146K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$1.82K - $2.49K
|
12
$3.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4New |
$605 - $829
|
4
$1.08K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
170KNew |
$30.8M - $42.2M
|
170K
$45.9M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
62.3KNew |
$11.3M - $15.5M
|
62.3K
$16.8M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
90New |
$16.3K - $22.4K
|
90
$24.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
66New |
$12K - $16.4K
|
66
$17.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15+ 53.57% |
$2.72K - $3.73K
|
43
$11.6K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12New |
$2.18K - $2.98K
|
12
$3.24K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
192New |
$37.2K - $47.8K
|
192
$51.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$19.4K - $24.9K
|
100
$27K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
60New |
$11.6K - $14.9K
|
60
$16.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.94K - $2.49K
|
10
$2.7K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4New |
$775 - $995
|
4
$1.08K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.96% |
$194 - $249
|
105
$28.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$3.52M - $4.18M
|
20K
$5.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50+ 50.0% |
$8.81K - $10.5K
|
150
$40.5K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
69New |
$10.9K - $13.3K
|
69
$18.6K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25New |
$4.17K - $5.02K
|
25
$6.75K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
212New |
$26.5K - $36.2K
|
212
$57.3K
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
22New |
N/A
|
22
$5.94K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$540
|
|
| Q1 2014 | |||||||
|
Sep 25, 2019
Q1 2014
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
650KNew |
N/A
|
650K
$176M
|
|