Latest Institutional Purchases of Spdr Ser Tr S&P Transn ETF (XTN)
This list provides information on the latest institutional transactions involving Spdr Ser Tr S&P Transn ETF (XTN) 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
276New |
$18.5K - $23.4K
|
276
$26.2K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
152New |
$10.2K - $12.9K
|
152
$14.4K
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
56New |
$3.75K - $4.76K
|
56
$5.32K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
40New |
$2.68K - $3.4K
|
40
$3.8K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 38.89% |
$937 - $1.19K
|
50
$4.75K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$669 - $849
|
10
$950
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
5New |
$335 - $425
|
5
$475
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.9KNew |
$1.54M - $1.84M
|
20.9K
$1.99M
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
9.97KNew |
$736K - $878K
|
9.97K
$947K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.01KNew |
$444K - $529K
|
6.01K
$571K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.47KNew |
$256K - $306K
|
3.47K
$330K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
962New |
$71K - $84.7K
|
962
$91.4K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
433New |
$32K - $38.1K
|
433
$41.1K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
400New |
$29.5K - $35.2K
|
400
$38K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 2.99% |
$7.38K - $8.8K
|
3.45K
$328K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
30New |
$2.21K - $2.64K
|
30
$2.85K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.1% |
$73.8 - $88
|
92
$8.74K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42.7KNew |
$2.96M - $3.58M
|
42.7K
$4.06M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.8KNew |
$2.48M - $3M
|
35.8K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
15KNew |
$1.04M - $1.25M
|
15K
$1.42M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$344K - $415K
|
4.96K
$471K
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.2KNew |
$291K - $352K
|
4.2K
$399K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.28KNew |
$227K - $274K
|
3.28K
$311K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
590+ 21.03% |
$40.9K - $49.4K
|
3.4K
$322K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
57+ 247.83% |
$3.95K - $4.77K
|
80
$7.6K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$2.22K - $2.68K
|
32
$3.04K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$69.3 - $83.7
|
1
$95
|
|
Q1 2023 | |||||||
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.3KNew |
$1.02M - $1.26M
|
15.3K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.1KNew |
$207K - $255K
|
3.1K
$294K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.78KNew |
$186K - $229K
|
2.78K
$264K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500New |
$33.4K - $41.2K
|
500
$47.5K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
405+ 4.05% |
$27.1K - $33.3K
|
10.4K
$989K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
128New |
$8.56K - $10.5K
|
128
$12.2K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$3.34K - $4.12K
|
50
$4.75K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 16.0% |
$268 - $329
|
29
$2.75K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$66.9 - $82.3
|
3.33K
$317K
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
166KNew |
$10.8M - $12.6M
|
166K
$15.8M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
16KNew |
$1.04M - $1.21M
|
16K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
10.1KNew |
$656K - $765K
|
10.1K
$959K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.4KNew |
$351K - $409K
|
5.4K
$513K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$325K - $379K
|
5K
$475K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$305K - $355K
|
4.69K
$446K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.84KNew |
$249K - $291K
|
3.84K
$365K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.21KNew |
$144K - $167K
|
2.21K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
408New |
$26.5K - $30.9K
|
408
$38.8K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
105New |
$6.82K - $7.95K
|
105
$9.97K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$6.49K - $7.57K
|
100
$9.5K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
47New |
$3.05K - $3.56K
|
47
$4.46K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
34New |
$2.21K - $2.58K
|
34
$3.23K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14New |
$909 - $1.06K
|
14
$1.33K
|