Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.61M+ 207.58% |
$117M - $132M
|
5.35M
$210M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.96M+ 69.98% |
$63.6M - $71.3M
|
4.75M
$187M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.95M+ 200.64% |
$63.2M - $70.9M
|
2.91M
$115M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66M+ 27.49% |
$54.1M - $60.7M
|
7.72M
$303M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4M+ 47.83% |
$45.4M - $50.9M
|
4.32M
$170M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
829K+ 263.57% |
$26.9M - $30.2M
|
1.14M
$44.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
797K+ 6.11% |
$25.9M - $29M
|
13.8M
$544M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
781K+ 5277.09% |
$25.4M - $28.5M
|
796K
$31.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
655K+ 273.55% |
$21.3M - $23.9M
|
894K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
551K+ 53.58% |
$17.9M - $20.1M
|
1.58M
$62M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
530K+ 180.54% |
$17.2M - $19.3M
|
823K
$32.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
468K+ 152.79% |
$15.2M - $17.1M
|
774K
$30.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
378K+ 153.43% |
$12.3M - $13.8M
|
624K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
369K+ 43.25% |
$12M - $13.4M
|
1.22M
$48M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
362K+ 117.98% |
$11.8M - $13.2M
|
668K
$26.3M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
338K+ 885.05% |
$11M - $12.3M
|
376K
$14.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
283KNew |
$9.21M - $10.3M
|
283K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
282K+ 17.49% |
$9.15M - $10.3M
|
1.89M
$74.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
275K+ 4.0% |
$8.93M - $10M
|
7.16M
$281M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
265K+ 1829.48% |
$8.61M - $9.66M
|
279K
$11M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
264K+ 6.66% |
$8.59M - $9.63M
|
4.23M
$166M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
262KNew |
$8.5M - $9.53M
|
262K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
261K+ 241.68% |
$8.47M - $9.5M
|
369K
$14.5M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
227KNew |
$7.39M - $8.29M
|
227K
$8.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
194K+ 40.07% |
$6.29M - $7.05M
|
677K
$26.6M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
177KNew |
$5.74M - $6.44M
|
177K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
176K+ 275.65% |
$5.72M - $6.41M
|
240K
$9.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167K+ 134.21% |
$5.42M - $6.07M
|
291K
$11.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
163K+ 11574.13% |
$5.29M - $5.93M
|
164K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
163K+ 45.52% |
$5.28M - $5.93M
|
520K
$20.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161K+ 1194.2% |
$5.23M - $5.87M
|
174K
$6.85M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
160K+ 512.82% |
$5.21M - $5.84M
|
192K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
153KNew |
$4.97M - $5.58M
|
153K
$6.01M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
141KNew |
$4.57M - $5.13M
|
141K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
138K+ 47.48% |
$4.49M - $5.04M
|
429K
$16.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
138K+ 2190.75% |
$4.48M - $5.02M
|
144K
$5.66M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133K+ 10.46% |
$4.32M - $4.85M
|
1.41M
$55.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
128K+ 7.88% |
$4.16M - $4.66M
|
1.75M
$68.8M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
127K+ 23.7% |
$4.14M - $4.64M
|
665K
$26.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 8.03% |
$4.12M - $4.62M
|
1.71M
$67.1M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
122KNew |
$3.96M - $4.44M
|
122K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
119KNew |
$3.87M - $4.34M
|
119K
$4.67M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 16.33% |
$3.5M - $3.93M
|
768K
$30.2M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
102K+ 369.13% |
$3.32M - $3.72M
|
130K
$5.1M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
98K+ 37.63% |
$3.18M - $3.57M
|
358K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
94.5K+ 33.85% |
$3.07M - $3.44M
|
374K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
89.6K+ 17.31% |
$2.91M - $3.27M
|
607K
$23.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
87.6K+ 273.96% |
$2.85M - $3.19M
|
120K
$4.7M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
83.1K+ 6.66% |
$2.7M - $3.03M
|
1.33M
$52.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
82.8KNew |
$2.69M - $3.02M
|
82.8K
$3.25M
|