Purchases and Sales Made in Q1 2025 in Spdr Ser Tr S&P Transn ETF (XTN)
This table provides information about the institutional ownership of Spdr Ser Tr S&P Transn ETF (XTN) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P TRANSN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
15.9KNew |
$1.16M - $1.46M
|
15.9K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
905New |
$66.3K - $83.4K
|
905
$60.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
300New |
$22K - $27.6K
|
300
$20K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232New |
$17K - $21.4K
|
232
$15.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200+ 100.0% |
$14.7K - $18.4K
|
400
$26.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$14.7K - $18.4K
|
200
$13.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
175+ 4.32% |
$12.8K - $16.1K
|
4.23K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
104+ 3.56% |
$7.62K - $9.58K
|
3.02K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
55+ 1.52% |
$4.03K - $5.07K
|
3.67K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
31New |
$2.27K - $2.86K
|
31
$2.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
11New |
$806 - $1.01K
|
11
$735
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6- 12.24% |
$440 - $553
|
43
$2.87K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-17- 0.3% |
$1.25K - $1.57K
|
5.66K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-69- 5.48% |
$5.06K - $6.36K
|
1.19K
$79.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-172- 5.14% |
$12.6K - $15.8K
|
3.17K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-200- 50.0% |
$14.7K - $18.4K
|
200
$13.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-296- 1.44% |
$21.7K - $27.3K
|
20.3K
$1.36M
|