Purchases and Sales Made in Q1 2023 in Spdr Ser Tr S & P Telecom ETF (XTL)
This table provides information about the institutional ownership of Spdr Ser Tr S & P Telecom ETF (XTL) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR S & P TELECOM ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
274K+ 2001.13% |
$21.2M - $24.4M
|
288K
$31.4M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
42.3K+ 590.24% |
$3.27M - $3.77M
|
49.5K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 292.94% |
$1.07M - $1.23M
|
18.6K
$2.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
12.1KNew |
$937K - $1.08M
|
12.1K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$913K - $1.05M
|
11.8K
$1.29M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.71KNew |
$750K - $865K
|
9.71K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.2K+ 13.89% |
$324K - $374K
|
34.4K
$3.75M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.05KNew |
$312K - $360K
|
4.05K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.99KNew |
$308K - $355K
|
3.99K
$435K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.02KNew |
$233K - $269K
|
3.02K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67KNew |
$206K - $237K
|
2.67K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.55KNew |
$197K - $227K
|
2.55K
$278K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.55KNew |
$197K - $227K
|
2.55K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.55KNew |
$197K - $227K
|
2.55K
$278K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.24KNew |
$95.7K - $110K
|
1.24K
$135K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
240+ 0.83% |
$18.5K - $21.4K
|
29.2K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132+ 0.63% |
$10.2K - $11.8K
|
21.2K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102+ 1.66% |
$7.87K - $9.08K
|
6.23K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
78+ 0.58% |
$6.02K - $6.95K
|
13.6K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
57New |
$4.4K - $5.08K
|
57
$6.22K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
10+ 4.27% |
$772 - $890
|
244
$26.6K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.13% |
$77.2 - $89
|
758
$82.7K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.63% |
$77.2 - $89
|
160
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-68- 6.5% |
$5.25K - $6.05K
|
978
$107K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-150- 30.0% |
$11.6K - $13.4K
|
350
$38.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-239- 1.06% |
$18.4K - $21.3K
|
22.3K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-256- 7.01% |
$19.8K - $22.8K
|
3.4K
$370K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-430- 30.54% |
$33.2K - $38.3K
|
978
$107K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 9.2% |
$88.7K - $102K
|
11.3K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.4K- 72.53% |
$108K - $125K
|
531
$57.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.3K- 48.3% |
$177K - $204K
|
2.46K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.4K- 60.76% |
$417K - $481K
|
3.49K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.4K- 27.17% |
$1.34M - $1.55M
|
46.7K
$5.09M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.1K- 58.24% |
$1.48M - $1.7M
|
13.7K
$1.5M
|