Latest Institutional Transactions on Spdr Ser Tr S&P Transn ETF (XTN)
This table provides information on the latest institutional transactions involving Spdr Ser Tr S&P Transn ETF (XTN) 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
8+ 0.25% |
$613 - $678
|
3.27K
$275K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9New |
$690 - $763
|
9
$757
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 13.82% |
$78.7K - $87K
|
6.4K
$538K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
14New |
$1.07K - $1.19K
|
14
$1.18K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$7.67K - $8.48K
|
100
$8.41K
|
|
Q4 2023 | |||||||
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$669 - $849
|
10
$841
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$229K - $291K
|
3.43K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
40New |
$2.68K - $3.4K
|
40
$3.36K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.57KNew |
$172K - $218K
|
2.57K
$216K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
276New |
$18.5K - $23.4K
|
276
$23.2K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
5New |
$335 - $425
|
5
$421
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
152New |
$10.2K - $12.9K
|
152
$12.8K
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
56New |
$3.75K - $4.76K
|
56
$4.71K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
549New |
$36.8K - $46.6K
|
549
$46.2K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 76.6% |
$12K - $15.3K
|
55
$4.63K
|
|
Q3 2023 | |||||||
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.01KNew |
$444K - $529K
|
6.01K
$506K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-203- 92.69% |
$15K - $17.9K
|
16
$1.35K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.1% |
$73.8 - $88
|
92
$7.74K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.9KNew |
$1.54M - $1.84M
|
20.9K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.47KNew |
$256K - $306K
|
3.47K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
962New |
$71K - $84.7K
|
962
$80.9K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-239- 70.5% |
$17.6K - $21K
|
100
$8.41K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
400New |
$29.5K - $35.2K
|
400
$33.6K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-67- 0.99% |
$4.95K - $5.9K
|
6.71K
$565K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
433New |
$32K - $38.1K
|
433
$36.4K
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
9.97KNew |
$736K - $878K
|
9.97K
$838K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
30New |
$2.21K - $2.64K
|
30
$2.52K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
15KNew |
$1.04M - $1.25M
|
15K
$1.26M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.2KNew |
$291K - $352K
|
4.2K
$353K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.8KNew |
$2.48M - $3M
|
35.8K
$3.01M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8- 38.1% |
$554 - $670
|
13
$1.09K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.28KNew |
$227K - $274K
|
3.28K
$275K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
57+ 247.83% |
$3.95K - $4.77K
|
80
$6.73K
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$344K - $415K
|
4.96K
$417K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
590+ 21.03% |
$40.9K - $49.4K
|
3.4K
$286K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$69.3 - $83.7
|
1
$84.1
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$2.22K - $2.68K
|
32
$2.69K
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-128- 2.93% |
$8.56K - $10.5K
|
4.24K
$356K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.1KNew |
$207K - $255K
|
3.1K
$261K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
128New |
$8.56K - $10.5K
|
128
$10.8K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$3.34K - $4.12K
|
50
$4.21K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$66.9 - $82.3
|
3.33K
$280K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.78KNew |
$186K - $229K
|
2.78K
$234K
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-614- 7.83% |
$41.1K - $50.5K
|
7.23K
$608K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500New |
$33.4K - $41.2K
|
500
$42.1K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 16.0% |
$268 - $329
|
29
$2.44K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-762- 19.83% |
$51K - $62.7K
|
3.08K
$259K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.3KNew |
$1.02M - $1.26M
|
15.3K
$1.29M
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66- 8.26% |
$4.29K - $5K
|
733
$61.7K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
105New |
$6.82K - $7.95K
|
105
$8.83K
|