Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.63K- 7.94% |
$54.2K - $58.4K
|
19K
$756K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.64K- 1.45% |
$54.3K - $58.5K
|
111K
$4.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.68K- 9.38% |
$55.8K - $60.1K
|
16.2K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.69K- 1.4% |
$56K - $60.3K
|
118K
$4.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.74K- 4.27% |
$57.6K - $62.1K
|
39K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.77K- 13.84% |
$58.8K - $63.3K
|
11K
$440K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.78K- 4.94% |
$59.1K - $63.6K
|
34.2K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.82K- 18.2% |
$60.3K - $64.9K
|
8.16K
$325K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 20.29% |
$60.6K - $65.2K
|
7.17K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 5.12% |
$60.6K - $65.3K
|
33.8K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 4.84% |
$63K - $67.9K
|
37.3K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.02K- 11.41% |
$67.1K - $72.3K
|
15.7K
$626K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.02K- 8.73% |
$67.2K - $72.4K
|
21.2K
$843K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.14K- 1.17% |
$70.9K - $76.4K
|
181K
$7.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 4.26% |
$73.2K - $78.8K
|
49.6K
$1.98M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 4.26% |
$73.2K - $78.8K
|
49.6K
$1.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.21K- 3.55% |
$73.5K - $79.1K
|
60.2K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.23K- 1.15% |
$74.1K - $79.8K
|
192K
$7.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-2.24K- 7.08% |
$74.5K - $80.2K
|
29.4K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.25K- 22.58% |
$74.7K - $80.4K
|
7.71K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.5K- 26.02% |
$82.9K - $89.3K
|
7.1K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.5K- 28.44% |
$83K - $89.4K
|
6.29K
$251K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-2.58K- 1.08% |
$85.6K - $92.2K
|
236K
$9.42M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.61K- 6.92% |
$86.7K - $93.3K
|
35.1K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.65K- 20.12% |
$87.8K - $94.6K
|
10.5K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.7K- 1.07% |
$89.7K - $96.6K
|
249K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 6.24% |
$99.6K - $107K
|
45.1K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.01K- 6.18% |
$99.8K - $107K
|
45.6K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-3.1K- 11.44% |
$103K - $111K
|
24K
$956K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.2K- 2.63% |
$106K - $114K
|
119K
$4.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.33K- 15.63% |
$111K - $119K
|
18K
$717K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.9K- 7.12% |
$129K - $139K
|
50.8K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.95K- 4.39% |
$131K - $141K
|
86K
$3.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4K- 3.07% |
$133K - $143K
|
126K
$5.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.08K- 3.18% |
$135K - $146K
|
124K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.44K- 6.16% |
$148K - $159K
|
67.6K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.59K- 6.48% |
$152K - $164K
|
66.2K
$2.64M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.79K- 24.54% |
$159K - $171K
|
14.7K
$588K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 10.31% |
$162K - $174K
|
42.4K
$1.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.08K- 1.94% |
$169K - $181K
|
256K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.09K- 7.41% |
$169K - $182K
|
63.6K
$2.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.17K- 3.49% |
$172K - $185K
|
143K
$5.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.3K- 27.25% |
$176K - $190K
|
14.1K
$564K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5.38K- 51.99% |
$179K - $192K
|
4.97K
$198K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5.42K- 8.31% |
$180K - $194K
|
59.8K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-5.82K- 4.8% |
$193K - $208K
|
116K
$4.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.94K- 0.8% |
$197K - $212K
|
740K
$29.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.99K- 40.26% |
$199K - $214K
|
8.89K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.15K- 49.25% |
$204K - $220K
|
6.34K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.47K- 13.79% |
$215K - $231K
|
40.4K
$1.61M
|