Institutional Ownership Spdr Tr Ser Spdr S&P Semicondu (XSD)
This table provides information about the institutional ownership of Spdr Tr Ser Spdr S&P Semicondu (XSD). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 4.28 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,101
shares
|
$522,014
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,071
shares
|
$514,560
0.0% of portfolio
|
Q3 2024
Added 53.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,069
shares
|
$514,063
0.37% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,040
shares
|
$506,858
0.04% of portfolio
|
Q2 2022
Reduced 19.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,000
shares
|
$496,920
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,958
shares
|
$486,484
0.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,767
shares
|
$439,028
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,750
shares
|
$434,805
0.05% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
1,750
shares
|
$434,805
0.18% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,703
shares
|
$423,127
0.01% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,702
shares
|
$422,878
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
1,659
shares
|
$412,195
0.02% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,650
shares
|
$409,959
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,547
shares
|
$384,367
0.02% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,487
shares
|
$369,460
0.03% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,446
shares
|
$359,273
0.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,306
shares
|
$324,488
0.1% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,253
shares
|
$311,320
0.01% of portfolio
|
Q3 2024
Reduced 32.85%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,252
shares
|
$311,071
0.17% of portfolio
|
Q4 2022
Reduced 26.35%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
1,218
shares
|
$302,624
0.23% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
1,201
shares
|
$298,400
0.11% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,169
shares
|
$290,449
0.05% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,138
shares
|
$282,747
0.06% of portfolio
|
Q3 2024
Reduced 76.88%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
1,126
shares
|
$279,765
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,125
shares
|
$279,517
0.16% of portfolio
|
Q2 2024
Added 28.57%
|