Latest Institutional Purchases of Spdr Ser Tr S & P Telecom ETF (XTL)
This list provides information on the latest institutional transactions involving Spdr Ser Tr S & P Telecom ETF (XTL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$913K - $1.05M
|
11.8K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.02KNew |
$233K - $269K
|
3.02K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67KNew |
$206K - $237K
|
2.67K
$313K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.55KNew |
$197K - $227K
|
2.55K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
57New |
$4.4K - $5.08K
|
57
$6.69K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.63% |
$77.2 - $89
|
160
$18.8K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.1KNew |
$2.67M - $3.09M
|
35.1K
$4.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8KNew |
$825K - $954K
|
10.8K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
8.62KNew |
$656K - $758K
|
8.62K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.53KNew |
$269K - $310K
|
3.53K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
49New |
$3.73K - $4.31K
|
49
$5.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$457 - $528
|
6
$705
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$7.45K - $8.97K
|
98
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31New |
$2.36K - $2.84K
|
31
$3.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16New |
$1.22K - $1.46K
|
16
$1.88K
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
300New |
$25.5K - $30.7K
|
300
$35.2K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12KNew |
$292K - $323K
|
3.12K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 39.68% |
$2.34K - $2.58K
|
88
$10.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
350New |
$33.1K - $36K
|
350
$41.1K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.14KNew |
$573K - $641K
|
6.14K
$721K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
26New |
$2.19K - $2.59K
|
26
$3.05K
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
78New |
$5.13K - $6.07K
|
78
$9.16K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33New |
$2.17K - $2.57K
|
33
$3.87K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51New |
$2.9K - $3.79K
|
51
$5.99K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$117
|
|