Latest Institutional Transactions on Spdr Ser Tr S & P Telecom ETF (XTL)
This table provides information on the latest institutional transactions involving Spdr Ser Tr S & P Telecom ETF (XTL) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-688- 17.0% |
$48.6K - $55.5K
|
3.36K
$366K
|
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
BUY
|
- |
11.5K+ 94.49% |
$810K - $924K
|
23.6K
$2.58M
|
|
| Q1 2023 | |||||||
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
42.3K+ 590.24% |
$3.27M - $3.77M
|
49.5K
$5.4M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-150- 30.0% |
$11.6K - $13.4K
|
350
$38.2K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.55KNew |
$197K - $227K
|
2.55K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67KNew |
$206K - $237K
|
2.67K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 292.94% |
$1.07M - $1.23M
|
18.6K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.63% |
$77.2 - $89
|
160
$17.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
57New |
$4.4K - $5.08K
|
57
$6.22K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
274K+ 2001.13% |
$21.2M - $24.4M
|
288K
$31.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.3K- 48.3% |
$177K - $204K
|
2.46K
$268K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$913K - $1.05M
|
11.8K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.02KNew |
$233K - $269K
|
3.02K
$329K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.1KNew |
$2.67M - $3.09M
|
35.1K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
49New |
$3.73K - $4.31K
|
49
$5.34K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$457 - $528
|
6
$654
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8KNew |
$825K - $954K
|
10.8K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
8.62KNew |
$656K - $758K
|
8.62K
$940K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.53KNew |
$269K - $310K
|
3.53K
$385K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31New |
$2.36K - $2.84K
|
31
$3.38K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-143- 2.41% |
$10.9K - $13.1K
|
5.78K
$631K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16New |
$1.22K - $1.46K
|
16
$1.75K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$7.45K - $8.97K
|
98
$10.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-157- 83.51% |
$11.9K - $14.4K
|
31
$3.38K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.09KClosed |
$229K - $291K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.74KClosed |
$426K - $542K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-800Closed |
$59.4K - $75.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.48KClosed |
$110K - $140K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
300New |
$25.5K - $30.7K
|
300
$32.7K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.17KClosed |
$524K - $631K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.22KClosed |
$188K - $227K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-500- 87.72% |
$42.5K - $51.2K
|
70
$7.63K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-7.38KClosed |
$627K - $755K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12KNew |
$292K - $323K
|
3.12K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-106Closed |
$9.91K - $11K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-281Closed |
$26.3K - $29K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 39.68% |
$2.34K - $2.58K
|
88
$9.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.65KClosed |
$248K - $274K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74Closed |
$6.92K - $7.65K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-93Closed |
$8.69K - $9.61K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.14KClosed |
$580K - $631K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
350New |
$33.1K - $36K
|
350
$38.2K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-251Closed |
$23.4K - $26.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.14KNew |
$573K - $641K
|
6.14K
$670K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11Closed |
$1.03K - $1.15K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-300Closed |
$28K - $31.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-113Closed |
$10.5K - $11.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
26New |
$2.19K - $2.59K
|
26
$2.84K
|
|
|
Apr 26, 2021
Q1 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.1KClosed |
$261K - $309K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-115Closed |
$7.8K - $9.87K
|
0
$0
|
|