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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
51.9K+ 6.24% |
$1.72M - $1.86M
|
884K
$35.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50K+ 52.66% |
$1.66M - $1.79M
|
145K
$5.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
49.8K+ 15.36% |
$1.65M - $1.78M
|
374K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
48.8K+ 30.82% |
$1.62M - $1.74M
|
207K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
47.8K+ 24.77% |
$1.59M - $1.71M
|
241K
$9.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
47.5K+ 12.02% |
$1.58M - $1.7M
|
443K
$17.6M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
45.2K+ 66.03% |
$1.5M - $1.62M
|
114K
$4.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
43.3K+ 220.77% |
$1.44M - $1.55M
|
62.9K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.8K+ 2.98% |
$1.39M - $1.5M
|
1.45M
$57.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
41.5K+ 0.98% |
$1.38M - $1.48M
|
4.27M
$170M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
40.4K+ 39.9% |
$1.34M - $1.45M
|
142K
$5.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.6K+ 2.2% |
$1.28M - $1.38M
|
1.79M
$71.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
36KNew |
$1.19M - $1.29M
|
36K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
35.7K+ 8.5% |
$1.18M - $1.28M
|
456K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.5KNew |
$1.18M - $1.27M
|
35.5K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$1.14M - $1.23M
|
34.3K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.3K+ 5.49% |
$1.14M - $1.23M
|
659K
$26.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
33.2K+ 8.72% |
$1.1M - $1.19M
|
414K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.1KNew |
$1.1M - $1.18M
|
33.1K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
30.5K+ 81.53% |
$1.01M - $1.09M
|
67.9K
$2.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.2K+ 34.9% |
$1M - $1.08M
|
117K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.3K+ 313.58% |
$940K - $1.01M
|
37.3K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
28.3KNew |
$940K - $1.01M
|
28.3K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27.8K+ 19.23% |
$924K - $995K
|
173K
$6.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.5K+ 54.39% |
$913K - $983K
|
78K
$3.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.5K+ 37.13% |
$912K - $982K
|
101K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
25.4KNew |
$844K - $908K
|
25.4K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
24.8K+ 20.32% |
$824K - $888K
|
147K
$5.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6K+ 3.34% |
$816K - $879K
|
760K
$30.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
24.3KNew |
$805K - $867K
|
24.3K
$967K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
23.6KNew |
$782K - $842K
|
23.6K
$939K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22.6K+ 77.42% |
$750K - $807K
|
51.8K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22KNew |
$729K - $785K
|
22K
$875K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
21.4K+ 11.68% |
$710K - $765K
|
205K
$8.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
21.3K+ 7.52% |
$708K - $762K
|
305K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.3KNew |
$673K - $725K
|
20.3K
$809K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
19.1K+ 9.74% |
$635K - $684K
|
216K
$8.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
19K+ 6.31% |
$632K - $680K
|
321K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.6K+ 2.61% |
$583K - $628K
|
689K
$27.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16.4K+ 12.65% |
$545K - $587K
|
146K
$5.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16KNew |
$532K - $573K
|
16K
$638K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
15.9K+ 23.47% |
$529K - $569K
|
83.7K
$3.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.7K+ 73.03% |
$522K - $562K
|
37.2K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 2.29% |
$473K - $510K
|
637K
$25.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13.9K+ 12.16% |
$462K - $498K
|
128K
$5.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
13.7K+ 2.24% |
$453K - $488K
|
623K
$24.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.2K+ 8.6% |
$437K - $471K
|
166K
$6.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.2K+ 4.04% |
$437K - $471K
|
339K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
13K+ 13.77% |
$433K - $466K
|
108K
$4.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.9K+ 5.37% |
$429K - $462K
|
254K
$10.1M
|