Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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
Aug 04, 2023 Q2 2023
Liberty One Investment Management, LLC

BUY
 -
1.01K
+ 3.1%
$33.5K - $36.1K
33.6K $1.34M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
938
New
$31.1K - $33.5K
938 $37.4K
Aug 07, 2023 Q2 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
919
+ 0.61%
$30.5K - $32.9K
151K $6M
Jul 26, 2023 Q2 2023
Ervin Investment Management, LLC

BUY
 -
917
+ 1.39%
$30.4K - $32.8K
67K $2.67M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
907
+ 13.05%
$30.1K - $32.4K
7.86K $313K
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
900
+ 30.0%
$29.9K - $32.2K
3.9K $155K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
888
+ 10.75%
$29.5K - $31.7K
9.15K $365K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
888
+ 8.81%
$29.5K - $31.7K
11K $437K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
879
+ 6.24%
$29.2K - $31.4K
15K $596K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
871
New
$28.9K - $31.1K
871 $34.7K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
821
+ 8.22%
$27.3K - $29.4K
10.8K $431K
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
819
+ 0.18%
$27.2K - $29.3K
468K $18.6M
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
796
New
$26.4K - $28.5K
796 $31.7K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
789
+ 10.2%
$26.2K - $28.2K
8.53K $340K
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
787
+ 5.04%
$26.1K - $28.1K
16.4K $654K
Jul 13, 2023 Q2 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
785
+ 2.87%
$26.1K - $28.1K
28.1K $1.12M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
779
+ 0.95%
$25.9K - $27.8K
83.1K $3.31M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
765
+ 11.9%
$25.4K - $27.3K
7.2K $287K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
736
+ 11.11%
$24.4K - $26.3K
7.36K $293K
Jul 11, 2023 Q2 2023
Sunburst Financial Group, LLC

BUY
 -
731
+ 3.86%
$24.3K - $26.1K
19.7K $784K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
715
+ 5.98%
$23.7K - $25.6K
12.7K $505K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
709
+ 1.24%
$23.5K - $25.3K
58K $2.31M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
676
+ 3.03%
$22.4K - $24.2K
23K $918K
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
670
+ 2.66%
$22.2K - $24K
25.9K $1.03M
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
661
New
$21.9K - $23.6K
661 $26.3K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
661
New
$21.9K - $23.6K
661 $26.3K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
635
+ 7.44%
$21.1K - $22.7K
9.17K $366K
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
613
+ 10.1%
$20.4K - $21.9K
6.69K $266K
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
577
+ 0.43%
$19.2K - $20.6K
135K $5.4M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
538
New
$17.9K - $19.2K
538 $21.4K
Aug 08, 2023 Q2 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
533
New
$17.7K - $19.1K
533 $21.2K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
515
+ 5.2%
$17.1K - $18.4K
10.4K $415K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
506
+ 6.05%
$16.8K - $18.1K
8.87K $354K
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
504
+ 0.56%
$16.7K - $18K
90K $3.59M
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
494
+ 1.26%
$16.4K - $17.7K
39.6K $1.58M
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
483
+ 3.57%
$16K - $17.3K
14K $559K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
483
+ 3.91%
$16K - $17.3K
12.8K $511K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
483
+ 1.59%
$16K - $17.3K
30.8K $1.23M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
472
+ 6.78%
$15.7K - $16.9K
7.43K $296K
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

BUY
 -
465
+ 4.87%
$15.4K - $16.6K
10K $399K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
455
+ 7.24%
$15.1K - $16.3K
6.74K $269K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
443
+ 0.84%
$14.7K - $15.8K
53.1K $2.12M
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
436
+ 3.55%
$14.5K - $15.6K
12.7K $507K
Jul 21, 2023 Q2 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
403
+ 3.91%
$13.4K - $14.4K
10.7K $427K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
400
+ 18.18%
$13.3K - $14.3K
2.6K $104K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
399
+ 0.57%
$13.2K - $14.3K
70.8K $2.82M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
377
+ 0.46%
$12.5K - $13.5K
81.6K $3.25M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
371
+ 0.66%
$12.3K - $13.3K
56.6K $2.26M
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
370
+ 0.33%
$12.3K - $13.2K
112K $4.48M

Track Institutional and Insider Activities on SPEM

Follow SPDR SER TR FDS SPDR PORTFOLIO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPEM shares.

Notify only if

Insider Trading

Get notified when an Spdr Ser Tr Fds Spdr Portfolio insider buys or sells SPEM shares.

Notify only if

News

Receive news related to SPDR SER TR FDS SPDR PORTFOLIO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPEM