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
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.8K
+ 8.02%
$318K - $357K
132K $5.17M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
9.73K
+ 8.48%
$316K - $355K
125K $4.89M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
9.26K
New
$301K - $337K
9.26K $363K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
9.15K
New
$297K - $333K
9.15K $359K
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
9.02K
+ 7.29%
$293K - $329K
133K $5.21M
May 30, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
9.02K
+ 7.29%
$293K - $329K
133K $5.21M
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
8.89K
+ 41.38%
$289K - $324K
30.4K $1.19M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
8.88K
New
$289K - $324K
8.88K $348K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
8.88K
+ 4.8%
$288K - $324K
194K $7.61M
May 17, 2023 Q1 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
8.7K
+ 7.28%
$283K - $317K
128K $5.03M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
8.66K
+ 25464.71%
$281K - $315K
8.69K $341K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
8.51K
+ 147.27%
$277K - $310K
14.3K $560K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
8.37K
New
$272K - $305K
8.37K $328K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
8.32K
+ 7.35%
$270K - $303K
121K $4.76M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
8.3K
+ 4.4%
$270K - $303K
197K $7.72M
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
8.02K
+ 2.08%
$261K - $292K
393K $15.4M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
7.97K
New
$259K - $291K
7.97K $313K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.91K
+ 1.19%
$257K - $288K
672K $26.3M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
7.89K
New
$256K - $288K
7.89K $310K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
7.83K
+ 17.8%
$254K - $285K
51.8K $2.03M
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
7.83K
+ 5.24%
$254K - $285K
157K $6.16M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
7.77K
+ 117.63%
$252K - $283K
14.4K $563K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7.76K
+ 0.86%
$252K - $283K
909K $35.7M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
7.34K
+ 26.98%
$238K - $267K
34.5K $1.35M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
7.2K
+ 18.76%
$234K - $262K
45.6K $1.79M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.14K
+ 8.13%
$232K - $260K
95K $3.73M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.98K
+ 15.28%
$227K - $254K
52.6K $2.06M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.96K
New
$226K - $254K
6.96K $273K
May 04, 2023 Q1 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
6.88K
+ 6.23%
$224K - $251K
117K $4.6M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
6.88K
+ 32.22%
$223K - $251K
28.2K $1.11M
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
6.8K
+ 5.26%
$221K - $248K
136K $5.33M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
6.46K
+ 6.87%
$210K - $236K
101K $3.94M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
6.41K
New
$208K - $234K
6.41K $251K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.28K
New
$204K - $229K
6.28K $246K
May 05, 2023 Q1 2023
Renasant Bank

BUY
 -
6.25K
New
$203K - $228K
6.25K $245K
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
6.07K
New
$197K - $221K
6.07K $238K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
6.03K
+ 26.08%
$196K - $220K
29.2K $1.14M
May 12, 2023 Q1 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
5.97K
New
$194K - $217K
5.97K $234K
Apr 14, 2023 Q1 2023
Ervin Investment Management, LLC

BUY
 -
5.96K
+ 9.92%
$194K - $217K
66K $2.59M
May 08, 2023 Q1 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
5.93K
+ 38.04%
$193K - $216K
21.5K $844K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
5.79K
+ 91.48%
$188K - $211K
12.1K $475K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
5.64K
+ 0.99%
$183K - $205K
574K $22.5M
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
5.62K
+ 3.41%
$183K - $205K
170K $6.68M
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
5.58K
+ 11.52%
$181K - $203K
54K $2.12M
May 15, 2023 Q1 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
5.56K
+ 6.73%
$181K - $203K
88.1K $3.46M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
5.54K
+ 8.65%
$180K - $202K
69.7K $2.73M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
5.46K
+ 78.73%
$177K - $199K
12.4K $486K
Apr 10, 2023 Q1 2023
Windsor Capital Management, LLC

BUY
 -
5.41K
+ 4.2%
$176K - $197K
134K $5.27M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
5.41K
+ 3.61%
$176K - $197K
155K $6.09M

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