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 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
5.21K
+ 10.37%
$169K - $190K
55.5K $2.18M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.14K
+ 16.82%
$167K - $187K
35.7K $1.4M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
4.73K
New
$154K - $172K
4.73K $186K
May 09, 2023 Q1 2023
Arq Wealth Advisors, LLC

BUY
 -
4.62K
+ 7.23%
$150K - $168K
68.5K $2.69M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
4.36K
+ 6.82%
$142K - $159K
68.3K $2.68M
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
4.3K
+ 58.48%
$140K - $157K
11.7K $458K
Apr 04, 2023 Q1 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
3.89K
+ 2.97%
$126K - $142K
135K $5.3M
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
3.88K
+ 2.56%
$126K - $141K
156K $6.11M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.82K
+ 8.56%
$124K - $139K
48.5K $1.91M
May 09, 2023 Q1 2023
Wealth Advisors Of Iowa, LLC

BUY
 -
3.63K
+ 55.89%
$118K - $132K
10.1K $398K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
3.61K
+ 3.06%
$117K - $132K
122K $4.78M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
3.41K
+ 1.64%
$111K - $124K
211K $8.29M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3.39K
+ 9.58%
$110K - $123K
38.7K $1.52M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3.3K
+ 28.55%
$107K - $120K
14.9K $585K
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
3.17K
+ 0.85%
$103K - $115K
376K $14.8M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3.06K
+ 119.05%
$99.5K - $112K
5.63K $221K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.02K
+ 6.36%
$98.2K - $110K
50.5K $1.99M
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
3K
+ 18.31%
$97.4K - $109K
19.4K $761K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.95K
+ 47.33%
$96K - $108K
9.2K $361K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.92K
New
$94.9K - $106K
2.92K $115K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.89K
+ 32.56%
$93.9K - $105K
11.8K $462K
May 15, 2023 Q1 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.88K
+ 5.61%
$93.4K - $105K
54.2K $2.13M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
2.77K
+ 6.94%
$90.1K - $101K
42.7K $1.68M
Apr 19, 2023 Q1 2023
Hilltop Wealth Advisors, LLC

BUY
 -
2.74K
+ 13.02%
$88.9K - $99.7K
23.8K $933K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
2.65K
+ 10.16%
$86.1K - $96.6K
28.7K $1.13M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
2.65K
+ 4.79%
$86.1K - $96.6K
58K $2.28M
Apr 12, 2023 Q1 2023
Mc Naughton Wealth Management, LLC

BUY
 -
2.54K
+ 2.24%
$82.6K - $92.6K
116K $4.55M
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
2.53K
+ 3.72%
$82.2K - $92.2K
70.5K $2.77M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
2.53K
+ 7.16%
$82.2K - $92.2K
37.9K $1.49M
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
2.53K
+ 7.01%
$82.1K - $92.1K
38.6K $1.52M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.52K
+ 0.39%
$82K - $91.9K
650K $25.5M
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
2.46K
+ 21.42%
$80K - $89.8K
14K $548K
Apr 03, 2023 Q1 2023
Range Financial Group LLC

BUY
 -
2.43K
+ 29.89%
$78.9K - $88.4K
10.5K $414K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.39K
+ 239300.0%
$77.7K - $87.2K
2.39K $94.1K
May 05, 2023 Q1 2023
Coombe, Bender & CO LLC

BUY
 -
2.32K
+ 6.55%
$75.4K - $84.6K
37.8K $1.48M
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

BUY
 -
2.32K
+ 3.88%
$75.3K - $84.5K
62.1K $2.44M
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
2.3K
+ 33.84%
$74.8K - $83.9K
9.11K $358K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
2.3K
+ 5.31%
$74.8K - $83.9K
45.6K $1.79M
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.27K
+ 17.04%
$73.9K - $82.9K
15.6K $614K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
2.16K
+ 14.32%
$70.1K - $78.6K
17.2K $677K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
2.14K
+ 57.2%
$69.4K - $77.8K
5.87K $231K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.99K
+ 957.69%
$64.7K - $72.6K
2.2K $86.4K
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
1.97K
+ 4.43%
$64.1K - $71.9K
46.5K $1.83M
May 12, 2023 Q1 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
1.87K
+ 1.57%
$60.9K - $68.3K
121K $4.77M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.8K
+ 60.79%
$58.5K - $65.6K
4.76K $187K
May 04, 2023 Q1 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.77K
+ 2.73%
$57.4K - $64.4K
66.4K $2.61M
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.69K
+ 0.99%
$55K - $61.7K
172K $6.76M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.67K
+ 4.31%
$54.2K - $60.7K
40.4K $1.59M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.66K
+ 3.1%
$54K - $60.6K
55.4K $2.18M

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