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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$6.49K - $7.57K
|
100
$9.42K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 22.22% |
$635 - $815
|
35
$3.3K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.28% |
$127 - $163
|
724
$68.2K
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-15.7KClosed |
$998K - $1.28M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.34% |
$254 - $326
|
1.17K
$110K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
28New |
$1.78K - $2.28K
|
28
$2.64K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
10New |
$635 - $815
|
10
$942
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34New |
$2.16K - $2.77K
|
34
$3.2K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
451New |
$28.7K - $36.7K
|
451
$42.5K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
102New |
$6.83K - $8.8K
|
102
$9.6K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12Closed |
$804 - $1.03K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67 - $86.2
|
1
$94.2
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.86KClosed |
$258K - $333K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.3KClosed |
$288K - $371K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.05KClosed |
$70.6K - $90.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45K+ 3.61% |
$96.8K - $125K
|
41.5K
$3.91M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-560- 81.99% |
$37.5K - $48.3K
|
123
$11.6K
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 27.59% |
$209K - $269K
|
14.5K
$1.36M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-527Closed |
$35.3K - $45.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-28.6KClosed |
$1.92M - $2.47M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.38KClosed |
$159K - $205K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 62.5% |
$1.67K - $2.16K
|
65
$6.12K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-31Closed |
$2.08K - $2.67K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.52KClosed |
$236K - $303K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-34Closed |
$2.28K - $2.93K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-595- 61.03% |
$39.9K - $51.3K
|
380
$35.8K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
8New |
$536 - $690
|
8
$753
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
39+ 0.44% |
$2.61K - $3.36K
|
8.92K
$840K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
7New |
$469 - $604
|
7
$659
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-245- 71.01% |
$16.4K - $21.1K
|
100
$9.42K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-36- 1.18% |
$2.41K - $3.1K
|
3.01K
$283K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 1.19% |
$67 - $86.2
|
85
$8K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-37Closed |
$2.48K - $3.19K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$335 - $431
|
5
$471
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.55KClosed |
$506K - $651K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26New |
$1.74K - $2.24K
|
26
$2.45K
|
|
Q1 2022 | |||||||
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.38KClosed |
$351K - $419K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.64KClosed |
$211K - $252K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34Closed |
$2.72K - $3.26K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-58Closed |
$4.64K - $5.55K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 1.43% |
$80.1 - $95.8
|
71
$6.68K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5Closed |
$400 - $479
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103Closed |
$8.25K - $9.86K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25KClosed |
$100K - $120K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25Closed |
$2K - $2.39K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-239Closed |
$19.1K - $22.9K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3- 0.06% |
$240 - $287
|
4.8K
$452K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-40Closed |
$3.2K - $3.83K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-200Closed |
$16K - $19.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6Closed |
$480 - $575
|
0
$0
|