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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 3.26% |
$423K - $456K
|
404K
$16.1M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.7K+ 29.61% |
$420K - $453K
|
55.4K
$2.21M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
12.6K+ 3.35% |
$419K - $451K
|
389K
$15.5M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.4K+ 86.41% |
$412K - $444K
|
26.8K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12.1K+ 2.62% |
$401K - $432K
|
474K
$18.9M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12K+ 13.82% |
$398K - $428K
|
98.6K
$3.93M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7K+ 27.48% |
$390K - $420K
|
54.5K
$2.17M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.7K+ 2.84% |
$387K - $417K
|
423K
$16.8M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.7K+ 2.97% |
$387K - $417K
|
404K
$16.1M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.5K+ 20.76% |
$382K - $412K
|
67K
$2.67M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.3K+ 96.01% |
$375K - $404K
|
23.1K
$919K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11.2K+ 20.42% |
$372K - $400K
|
66K
$2.63M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.7K+ 38.01% |
$356K - $383K
|
38.9K
$1.55M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.7K+ 9.95% |
$355K - $382K
|
118K
$4.71M
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
10.7K+ 19.55% |
$355K - $382K
|
65.3K
$2.6M
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
10.7KNew |
$354K - $381K
|
10.7K
$425K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 11.23% |
$353K - $380K
|
105K
$4.2M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.5K+ 35.2% |
$349K - $376K
|
40.4K
$1.61M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.5K+ 13.08% |
$347K - $374K
|
90.4K
$3.6M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.89K+ 12.15% |
$328K - $354K
|
91.3K
$3.64M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.74K+ 7.72% |
$324K - $348K
|
136K
$5.42M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
9.3K+ 88.16% |
$309K - $332K
|
19.8K
$791K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
9.26KNew |
$307K - $331K
|
9.26K
$369K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.79K+ 3.62% |
$292K - $314K
|
252K
$10M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.53K+ 28.06% |
$283K - $305K
|
38.9K
$1.55M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.49K+ 7.0% |
$282K - $304K
|
130K
$5.18M
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
8.32K+ 8.38% |
$276K - $297K
|
108K
$4.29M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.08K+ 8412.5% |
$268K - $289K
|
8.17K
$326K
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
8.02K+ 25.12% |
$266K - $287K
|
40K
$1.59M
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
7.93K+ 14.69% |
$263K - $284K
|
62K
$2.47M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.9K+ 7.08% |
$262K - $282K
|
120K
$4.77M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.83K+ 32.86% |
$260K - $280K
|
31.6K
$1.26M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.55K+ 89.51% |
$251K - $270K
|
16K
$637K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.5KNew |
$249K - $268K
|
7.5K
$299K
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.34K+ 0.6% |
$244K - $263K
|
1.23M
$49M
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.23K+ 32.49% |
$240K - $258K
|
29.5K
$1.18M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.02KNew |
$233K - $251K
|
7.02K
$280K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.89K+ 18.46% |
$229K - $246K
|
44.2K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.85K+ 71.49% |
$228K - $245K
|
16.4K
$655K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.78K+ 4.77% |
$225K - $242K
|
149K
$5.93M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.69K+ 28.59% |
$222K - $239K
|
30.1K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.61K+ 12.1% |
$219K - $236K
|
61.2K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.6K+ 9.67% |
$219K - $236K
|
74.9K
$2.99M
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
6.59K+ 1.84% |
$219K - $236K
|
365K
$14.5M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.51KNew |
$216K - $233K
|
6.51K
$259K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.37KNew |
$211K - $228K
|
6.37K
$254K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.34K+ 16.74% |
$210K - $227K
|
44.2K
$1.76M
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
6.22KNew |
$207K - $222K
|
6.22K
$248K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.19K+ 20.16% |
$205K - $221K
|
36.9K
$1.47M
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
5.99K+ 3.39% |
$199K - $214K
|
183K
$7.28M
|