Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

BUY
 -
23.4K
New
$760K - $853K
23.4K $918K
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
22.6K
+ 4.29%
$733K - $822K
548K $21.5M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
22.2K
+ 12.77%
$720K - $807K
196K $7.67M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
21.3K
+ 0.09%
$693K - $777K
23.2M $910M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
21.1K
+ 39.75%
$686K - $770K
74.3K $2.91M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
20.8K
+ 40.46%
$675K - $757K
72.1K $2.83M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
20.5K
New
$667K - $748K
20.5K $805K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
20.3K
+ 19.22%
$661K - $741K
126K $4.95M
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
19.9K
+ 1.2%
$645K - $724K
1.67M $65.5M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
19.4K
+ 106.25%
$631K - $708K
37.7K $1.48M
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
18.6K
+ 13.29%
$603K - $677K
158K $6.21M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
18.2K
+ 145.53%
$591K - $663K
30.7K $1.2M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
17.7K
New
$576K - $646K
17.7K $695K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
17.5K
+ 74.49%
$568K - $637K
41K $1.61M
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
17.3K
+ 7.56%
$561K - $629K
246K $9.63M
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
17.1K
+ 22.22%
$555K - $622K
93.9K $3.68M
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
16.9K
+ 9.39%
$548K - $614K
196K $7.7M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
16.5K
+ 10.08%
$534K - $599K
180K $7.05M
May 10, 2023 Q1 2023
N.E.W. Advisory Services LLC

BUY
 -
16.2K
+ 3.71%
$525K - $589K
452K $17.7M
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
16K
+ 408.1%
$521K - $584K
20K $783K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
16K
+ 408.1%
$521K - $584K
20K $783K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
15.6K
+ 6.86%
$507K - $568K
243K $9.52M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
13.8K
+ 14.11%
$449K - $503K
112K $4.38M
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
13.6K
+ 134.3%
$443K - $497K
23.8K $934K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
13.6K
+ 7.23%
$441K - $494K
201K $7.89M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
13.5K
+ 1.9%
$440K - $494K
727K $28.5M
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
13.5K
New
$440K - $493K
13.5K $531K
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
13.4K
+ 14.47%
$436K - $489K
106K $4.17M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
13.3K
+ 8.94%
$432K - $485K
162K $6.36M
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
13.2K
New
$430K - $482K
13.2K $519K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
13.2K
+ 44.71%
$429K - $481K
42.8K $1.68M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
12.8K
New
$416K - $467K
12.8K $502K
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
12.3K
+ 33.82%
$399K - $448K
48.6K $1.91M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
11.9K
+ 15.97%
$387K - $434K
86.4K $3.39M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
11.9K
+ 2.14%
$386K - $433K
566K $22.2M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
11.6K
New
$377K - $423K
11.6K $455K
May 01, 2023 Q1 2023
Marquette Asset Management, LLC

BUY
 -
11K
+ 5.67%
$358K - $402K
205K $8.05M
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
10.9K
New
$355K - $398K
10.9K $429K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
10.8K
+ 2.83%
$350K - $392K
391K $15.3M
May 05, 2023 Q1 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
10.7K
+ 10.43%
$346K - $388K
113K $4.43M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
10.5K
+ 8.88%
$340K - $382K
128K $5.04M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
10.4K
+ 55.07%
$339K - $381K
29.4K $1.15M
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
10.4K
+ 6.04%
$339K - $380K
183K $7.18M
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
10.4K
+ 2.24%
$339K - $380K
477K $18.7M
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
10.3K
+ 11.92%
$335K - $375K
96.7K $3.79M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
10.2K
+ 16.98%
$332K - $372K
70.4K $2.76M
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
10.2K
+ 13.95%
$330K - $370K
83K $3.26M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
9.85K
+ 13.6%
$320K - $359K
82.3K $3.23M
Apr 20, 2023 Q1 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
9.85K
+ 11.61%
$320K - $359K
94.7K $3.71M

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