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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.64K+ 0.35% |
$53.3K - $59.8K
|
467K
$18.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.54K+ 22.95% |
$50.1K - $56.2K
|
8.26K
$325K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.54K+ 1.15% |
$50K - $56.1K
|
135K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.48K+ 17.19% |
$48K - $53.9K
|
10.1K
$396K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.43K+ 16.92% |
$46.6K - $52.3K
|
9.91K
$389K
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.39K+ 20.66% |
$45.2K - $50.7K
|
8.12K
$319K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.39K+ 2.0% |
$45.1K - $50.6K
|
70.8K
$2.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.36KNew |
$44.2K - $49.6K
|
1.36K
$53.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.33K+ 4.84% |
$43.1K - $48.4K
|
28.8K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.33K+ 2.37% |
$43.1K - $48.4K
|
57.3K
$2.25M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.32K+ 20.49% |
$42.8K - $48K
|
7.74K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.29K+ 14.02% |
$42K - $47.1K
|
10.5K
$413K
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.25K+ 10.1% |
$40.6K - $45.6K
|
13.6K
$535K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.24K+ 3.58% |
$40.4K - $45.3K
|
36K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.24K+ 1.39% |
$40.2K - $45.1K
|
90.4K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.24K+ 4.74% |
$40.2K - $45.1K
|
27.4K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.2K+ 65.39% |
$38.9K - $43.7K
|
3.03K
$119K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
1.11K+ 5.69% |
$36K - $40.4K
|
20.6K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 6.34% |
$34.7K - $38.9K
|
17.9K
$704K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.03K+ 1.48% |
$33.5K - $37.6K
|
70.8K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03K+ 257.79% |
$33.3K - $37.4K
|
1.42K
$55.9K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1K+ 50.0% |
$32.5K - $36.4K
|
3K
$118K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
998+ 0.33% |
$32.4K - $36.4K
|
302K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
972+ 12.43% |
$31.6K - $35.4K
|
8.79K
$345K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
957+ 8.41% |
$31.1K - $34.9K
|
12.3K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
949+ 1.17% |
$30.8K - $34.6K
|
82.2K
$3.23M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
904+ 9.95% |
$29.4K - $32.9K
|
9.99K
$393K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
875+ 1.62% |
$28.4K - $31.9K
|
54.7K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
875+ 0.6% |
$28.4K - $31.9K
|
146K
$5.74M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
869+ 4.81% |
$28.2K - $31.7K
|
18.9K
$744K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
869+ 2.63% |
$28.2K - $31.7K
|
33.9K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
846+ 9.34% |
$27.5K - $30.8K
|
9.9K
$389K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
840+ 2.22% |
$27.3K - $30.6K
|
38.7K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
802+ 2.09% |
$26.1K - $29.2K
|
39.1K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
780+ 2.03% |
$25.3K - $28.4K
|
39.3K
$1.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
735+ 0.71% |
$23.9K - $26.8K
|
104K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
730+ 2.21% |
$23.7K - $26.6K
|
33.7K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
729+ 6.84% |
$23.7K - $26.6K
|
11.4K
$448K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
723+ 0.26% |
$23.5K - $26.3K
|
281K
$11M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
699+ 0.52% |
$22.7K - $25.5K
|
135K
$5.31M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
654New |
$21.2K - $23.8K
|
654
$25.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
647New |
$21K - $23.6K
|
647
$25.4K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
630+ 1.19% |
$20.5K - $23K
|
53.7K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
627+ 8.57% |
$20.4K - $22.8K
|
7.94K
$312K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
618+ 4.37% |
$20.1K - $22.5K
|
14.8K
$580K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
618+ 0.28% |
$20.1K - $22.5K
|
225K
$8.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
616+ 1100.0% |
$20K - $22.4K
|
672
$26.4K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
600+ 3.02% |
$19.5K - $21.9K
|
20.5K
$804K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
582+ 3.06% |
$18.9K - $21.2K
|
19.6K
$770K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
580+ 2.23% |
$18.8K - $21.1K
|
26.6K
$1.04M
|