Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR TR SER SPDR S&P SEMICONDU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.1KNew |
$16.2M - $19.1M
|
72.1K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
47.3K+ 832.56% |
$10.6M - $12.5M
|
53K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
22.7KNew |
$5.11M - $6.02M
|
22.7K
$5.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.1K+ 14.18% |
$922K - $1.09M
|
33K
$8.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$616K - $725K
|
2.74K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74KNew |
$392K - $462K
|
1.74K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47KNew |
$331K - $390K
|
1.47K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
1.13KNew |
$254K - $300K
|
1.13K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 5.3% |
$229K - $269K
|
20.2K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
921New |
$207K - $244K
|
921
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
912New |
$205K - $242K
|
912
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
572New |
$129K - $152K
|
572
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
454+ 1.02% |
$102K - $120K
|
45.1K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
404New |
$91K - $107K
|
404
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
349New |
$78.6K - $92.5K
|
349
$86.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
154+ 7.18% |
$34.7K - $40.8K
|
2.3K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
97New |
$21.8K - $25.7K
|
97
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 4.5% |
$12.2K - $14.3K
|
1.26K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52+ 86.67% |
$11.7K - $13.8K
|
112
$27.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
50New |
$11.3K - $13.3K
|
50
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
48New |
$10.8K - $12.7K
|
48
$11.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24New |
$5.4K - $6.36K
|
24
$5.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
20New |
$4.5K - $5.3K
|
20
$4.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.76% |
$2.25K - $2.65K
|
577
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8+ 0.39% |
$1.8K - $2.12K
|
2.08K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8+ 0.79% |
$1.8K - $2.12K
|
1.03K
$255K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$225 - $265
|
3.53K
$875K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$225 - $265
|
1.77K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$225 - $265
|
2.99K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-9- 0.8% |
$2.03K - $2.39K
|
1.12K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-37- 5.1% |
$8.33K - $9.81K
|
688
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-45- 0.56% |
$10.1K - $11.9K
|
8K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-46- 1.47% |
$10.4K - $12.2K
|
3.09K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-62- 5.45% |
$14K - $16.4K
|
1.08K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-66- 7.13% |
$14.9K - $17.5K
|
860
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-84- 2.04% |
$18.9K - $22.3K
|
4.03K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-247- 2.08% |
$55.6K - $65.5K
|
11.6K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-253- 10.35% |
$57K - $67.1K
|
2.19K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-303- 6.34% |
$68.2K - $80.3K
|
4.47K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-370- 22.3% |
$83.3K - $98.1K
|
1.29K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-375- 9.76% |
$84.4K - $99.4K
|
3.47K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-390- 7.83% |
$87.8K - $103K
|
4.59K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500Closed |
$113K - $133K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-519- 1.25% |
$117K - $138K
|
41K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-538- 11.11% |
$121K - $143K
|
4.31K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-767- 10.05% |
$173K - $203K
|
6.86K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.06K- 19.48% |
$239K - $281K
|
4.39K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.74K- 35.73% |
$391K - $460K
|
3.12K
$775K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.49K- 12.59% |
$561K - $661K
|
17.3K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-4.23K- 17.28% |
$953K - $1.12M
|
20.3K
$5.03M
|