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 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-477- 0.7% |
$15.5K - $17.4K
|
68.1K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-494- 6.4% |
$16.1K - $18K
|
7.22K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-547- 6.87% |
$17.8K - $19.9K
|
7.41K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-564- 4.51% |
$18.3K - $20.6K
|
12K
$469K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-593- 2.66% |
$19.3K - $21.6K
|
21.7K
$851K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-596- 6.74% |
$19.4K - $21.7K
|
8.25K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-600- 6.12% |
$19.5K - $21.9K
|
9.2K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-660- 4.4% |
$21.4K - $24.1K
|
14.3K
$563K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-675- 4.22% |
$21.9K - $24.6K
|
15.3K
$601K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-696- 1.23% |
$22.6K - $25.4K
|
55.9K
$2.19M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-726- 1.38% |
$23.6K - $26.5K
|
51.8K
$2.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-730- 4.68% |
$23.7K - $26.6K
|
14.9K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-740- 11.23% |
$24K - $27K
|
5.85K
$229K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-740- 3.21% |
$24K - $27K
|
22.3K
$876K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-767- 3.76% |
$24.9K - $27.9K
|
19.6K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-781- 5.06% |
$25.4K - $28.5K
|
14.7K
$575K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-883- 2.72% |
$28.7K - $32.2K
|
31.6K
$1.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-990- 5.24% |
$32.2K - $36.1K
|
17.9K
$703K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.08K- 15.41% |
$35K - $39.2K
|
5.91K
$232K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.08K- 8.46% |
$35.2K - $39.5K
|
11.7K
$460K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.1K- 8.04% |
$35.7K - $40K
|
12.6K
$493K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.1K- 25.29% |
$35.7K - $40.1K
|
3.25K
$127K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.1K- 6.32% |
$35.8K - $40.1K
|
16.3K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.12K- 98.85% |
$36.3K - $40.7K
|
13
$510
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.13K- 3.67% |
$36.6K - $41.1K
|
29.6K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.24K- 52.44% |
$40.1K - $45K
|
1.12K
$43.9K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.3K- 3.74% |
$42.3K - $47.5K
|
33.6K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.37K- 6.89% |
$44.6K - $50K
|
18.5K
$727K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.44K- 78.68% |
$46.7K - $52.3K
|
389
$15.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.49K- 38.52% |
$48.5K - $54.4K
|
2.39K
$93.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 7.94% |
$48.9K - $54.8K
|
17.5K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.53K- 3.45% |
$49.5K - $55.6K
|
42.7K
$1.67M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.57K- 5.43% |
$51K - $57.2K
|
27.3K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.58K- 1.44% |
$51.2K - $57.4K
|
108K
$4.23M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.59K- 1.4% |
$51.6K - $57.9K
|
112K
$4.4M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.59K- 3.24% |
$51.7K - $58K
|
47.6K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.6K- 0.87% |
$51.9K - $58.2K
|
182K
$7.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 11.42% |
$54.1K - $60.6K
|
12.9K
$506K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.8K- 6.84% |
$58.3K - $65.4K
|
24.5K
$959K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.8K- 3.17% |
$58.6K - $65.7K
|
55.2K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.99K- 2.77% |
$64.7K - $72.6K
|
69.9K
$2.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-2K- 8.16% |
$64.9K - $72.7K
|
22.5K
$881K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.07K- 9.63% |
$67.3K - $75.5K
|
19.4K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.11K- 4.99% |
$68.6K - $76.9K
|
40.2K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.13K- 1.74% |
$69.1K - $77.5K
|
120K
$4.71M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.31K- 25.85% |
$75K - $84.1K
|
6.62K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.39K- 0.33% |
$77.6K - $87K
|
721K
$28.3M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 1.84% |
$79.3K - $88.9K
|
130K
$5.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.56K- 7.57% |
$83.1K - $93.2K
|
31.3K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.75K- 14.51% |
$89.4K - $100K
|
16.2K
$636K
|