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 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
81.2KNew |
$2.64M - $2.96M
|
81.2K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
78.8K+ 106.0% |
$2.56M - $2.87M
|
153K
$6.02M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78.3K+ 30.57% |
$2.55M - $2.85M
|
335K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68.1K+ 172.9% |
$2.21M - $2.48M
|
108K
$4.22M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.3KNew |
$2.19M - $2.45M
|
67.3K
$2.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
67.1K+ 83.76% |
$2.18M - $2.44M
|
147K
$5.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
65.2KNew |
$2.12M - $2.38M
|
65.2K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.4K+ 19.35% |
$2.09M - $2.35M
|
397K
$15.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.1K+ 20.26% |
$1.95M - $2.19M
|
357K
$14M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
59.7K+ 13.66% |
$1.94M - $2.18M
|
497K
$19.5M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
58.1K+ 5.21% |
$1.89M - $2.12M
|
1.17M
$46.1M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
58K+ 133.73% |
$1.88M - $2.11M
|
101K
$3.98M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
55.9KNew |
$1.82M - $2.04M
|
55.9K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
51.3KNew |
$1.67M - $1.87M
|
51.3K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
48.7KNew |
$1.58M - $1.77M
|
48.7K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
48.1KNew |
$1.56M - $1.75M
|
48.1K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
47.6K+ 121.91% |
$1.55M - $1.73M
|
86.7K
$3.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
47.4K+ 53.0% |
$1.54M - $1.73M
|
137K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
46.9K+ 2.78% |
$1.52M - $1.71M
|
1.73M
$68.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46.6K+ 24.36% |
$1.51M - $1.7M
|
238K
$9.34M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
46.5KNew |
$1.51M - $1.69M
|
46.5K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45.5K+ 51.72% |
$1.48M - $1.66M
|
134K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.4K+ 10.29% |
$1.44M - $1.62M
|
475K
$18.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
43K+ 15.3% |
$1.4M - $1.57M
|
324K
$12.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.9K+ 22.33% |
$1.39M - $1.56M
|
235K
$9.24M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
42.5K+ 352.14% |
$1.38M - $1.55M
|
54.6K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42.2K+ 223.31% |
$1.37M - $1.54M
|
61.1K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.5K+ 5.98% |
$1.35M - $1.51M
|
736K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
39.8K+ 9.42% |
$1.29M - $1.45M
|
462K
$18.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
37.9KNew |
$1.23M - $1.38M
|
37.9K
$1.49M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
37.6K+ 345.36% |
$1.22M - $1.37M
|
48.5K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.4KNew |
$1.22M - $1.36M
|
37.4K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
36.9K+ 10.74% |
$1.2M - $1.35M
|
381K
$15M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.1KNew |
$1.11M - $1.24M
|
34.1K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.7K+ 31.68% |
$1.1M - $1.23M
|
140K
$5.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.2K+ 80.42% |
$1.08M - $1.21M
|
74.6K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
32.4K+ 36.06% |
$1.05M - $1.18M
|
122K
$4.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
31.9KNew |
$1.04M - $1.16M
|
31.9K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.5KNew |
$990K - $1.11M
|
30.5K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.5K+ 66.28% |
$958K - $1.07M
|
74K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.1K+ 6.98% |
$944K - $1.06M
|
445K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.8K+ 28.79% |
$870K - $976K
|
120K
$4.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25.7K+ 6.97% |
$836K - $938K
|
395K
$15.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
25.7K+ 88.55% |
$834K - $935K
|
54.6K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25.6K+ 11.91% |
$832K - $933K
|
241K
$9.45M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
24.7K+ 27.44% |
$801K - $899K
|
115K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 41.85% |
$781K - $875K
|
81.4K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24K+ 23.51% |
$779K - $874K
|
126K
$4.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23.9K+ 7.89% |
$775K - $869K
|
326K
$12.8M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
23.4K+ 52.74% |
$761K - $853K
|
67.8K
$2.66M
|