Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
41.1KNew |
$2.64M - $3.32M
|
41.1K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.4K+ 19.79% |
$411K - $516K
|
38.7K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.67KNew |
$364K - $458K
|
5.67K
$619K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.92K+ 14.55% |
$316K - $397K
|
38.7K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.84KNew |
$183K - $230K
|
2.84K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 11.42% |
$147K - $185K
|
22.3K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.18K+ 6.7% |
$140K - $176K
|
34.7K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
814New |
$52.3K - $65.7K
|
814
$88.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
775+ 10.77% |
$49.8K - $62.6K
|
7.97K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
398+ 4.8% |
$25.6K - $32.1K
|
8.69K
$948K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71+ 0.34% |
$4.56K - $5.73K
|
20.8K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
71New |
$4.56K - $5.73K
|
71
$7.74K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 2.66% |
$514 - $646
|
309
$33.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.13% |
$64.2 - $80.7
|
763
$83.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-40- 10.13% |
$2.57K - $3.23K
|
355
$38.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-95- 2.99% |
$6.1K - $7.67K
|
3.09K
$337K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-203- 2.48% |
$13K - $16.4K
|
7.97K
$869K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-325- 2.35% |
$20.9K - $26.2K
|
13.5K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-675- 7.9% |
$43.3K - $54.5K
|
7.87K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-862- 4.7% |
$55.3K - $69.6K
|
17.5K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.09K- 12.0% |
$70.1K - $88.2K
|
8.01K
$874K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14K- 20.13% |
$73.1K - $92K
|
4.52K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.3K- 7.85% |
$212K - $266K
|
38.7K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.6K- 35.26% |
$359K - $452K
|
10.3K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-11K- 39.23% |
$707K - $889K
|
17.1K
$1.86M
|