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 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
357+ 0.3% |
$11.9K - $12.8K
|
118K
$4.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
350+ 61.84% |
$11.6K - $12.5K
|
916
$35K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
337+ 1.12% |
$11.2K - $12K
|
30.4K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
335+ 1.25% |
$11.1K - $12K
|
27.1K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
325+ 2.85% |
$10.8K - $11.6K
|
11.7K
$448K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
323New |
$10.7K - $11.5K
|
323
$12.4K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
314+ 0.07% |
$10.4K - $11.2K
|
453K
$17.3M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
304+ 0.93% |
$10.1K - $10.9K
|
33.1K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
304+ 100.0% |
$10.1K - $10.9K
|
608
$23.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
295+ 4.3% |
$9.79K - $10.5K
|
7.16K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
279+ 0.89% |
$9.26K - $9.97K
|
31.5K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
253+ 0.42% |
$8.4K - $9.04K
|
60.6K
$2.32M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
243New |
$8.07K - $8.69K
|
243
$9.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
239+ 4.27% |
$7.93K - $8.54K
|
5.84K
$223K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
236New |
$7.84K - $8.44K
|
236
$9.03K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
235New |
$7.8K - $8.4K
|
235
$8.99K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
224+ 2.36% |
$7.44K - $8.01K
|
9.71K
$371K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
224New |
$7.44K - $8.01K
|
224
$8.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
201+ 1.04% |
$6.67K - $7.19K
|
19.6K
$750K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
199+ 2.5% |
$6.61K - $7.11K
|
8.17K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
197+ 2.84% |
$6.54K - $7.04K
|
7.13K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
196+ 3.28% |
$6.51K - $7.01K
|
6.16K
$236K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
186+ 2.85% |
$6.18K - $6.65K
|
6.71K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 87.8% |
$5.98K - $6.44K
|
385
$14.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
173+ 5.32% |
$5.74K - $6.18K
|
3.42K
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
169+ 6.93% |
$5.61K - $6.04K
|
2.61K
$99.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
164+ 2.04% |
$5.44K - $5.86K
|
8.19K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
159+ 0.14% |
$5.28K - $5.68K
|
112K
$4.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
142+ 2.27% |
$4.71K - $5.08K
|
6.39K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
138+ 0.92% |
$4.58K - $4.93K
|
15.2K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
127+ 0.65% |
$4.22K - $4.54K
|
19.8K
$756K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
122+ 0.18% |
$4.05K - $4.36K
|
68.1K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
121+ 0.74% |
$4.02K - $4.33K
|
16.5K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118+ 0.66% |
$3.92K - $4.22K
|
18K
$690K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
116+ 464.0% |
$3.85K - $4.15K
|
141
$5.39K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
114New |
$3.78K - $4.08K
|
114
$4.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
113+ 2.39% |
$3.75K - $4.04K
|
4.84K
$185K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
107+ 0.15% |
$3.55K - $3.83K
|
72.3K
$2.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100+ 1.38% |
$3.32K - $3.58K
|
7.33K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
92+ 0.17% |
$3.05K - $3.29K
|
55.3K
$2.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66+ 0.58% |
$2.19K - $2.36K
|
11.4K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.2% |
$2.12K - $2.29K
|
31.7K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
61+ 0.95% |
$2.03K - $2.18K
|
6.47K
$248K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
60+ 0.88% |
$1.99K - $2.15K
|
6.9K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
56+ 0.26% |
$1.86K - $2K
|
21.7K
$832K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
39+ 0.53% |
$1.29K - $1.39K
|
7.45K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
34New |
$1.13K - $1.22K
|
34
$1.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
33New |
$1.1K - $1.18K
|
33
$1.26K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
32+ 0.05% |
$1.06K - $1.14K
|
68.1K
$2.61M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
31+ 26.05% |
$1.03K - $1.11K
|
150
$5.74K
|