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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
29+ 0.16% |
$963 - $1.04K
|
18.6K
$740K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
28+ 15.05% |
$930 - $1K
|
214
$8.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 29.21% |
$863 - $930
|
115
$4.58K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$730 - $787
|
22
$877
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.49% |
$664 - $715
|
4.07K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
15+ 0.09% |
$498 - $536
|
17.2K
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6New |
$199 - $215
|
6
$239
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.77% |
$166 - $179
|
652
$26K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 1.34% |
$133 - $143
|
303
$12.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.09% |
$99.6 - $107
|
3.43K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.18% |
$99.6 - $107
|
258
$10.3K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.92% |
$99.6 - $107
|
330
$13.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.56% |
$66.4 - $71.5
|
130
$5.18K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.1% |
$66.4 - $71.5
|
2.03K
$81K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.44% |
$33.2 - $35.8
|
229
$9.13K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1+ 0.0% |
$33.2 - $35.8
|
30K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$33.2 - $35.8
|
9.11K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 9.09% |
$33.2 - $35.8
|
12
$478
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 0.28% |
$66.4 - $71.5
|
717
$28.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.05% |
$99.6 - $107
|
5.62K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5- 11.9% |
$166 - $179
|
37
$1.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.01% |
$199 - $215
|
88.1K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26- 0.3% |
$863 - $930
|
8.52K
$339K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26- 0.3% |
$863 - $930
|
8.52K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-52- 0.44% |
$1.73K - $1.86K
|
11.7K
$466K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-52- 0.56% |
$1.73K - $1.86K
|
9.26K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 0.09% |
$2.03K - $2.18K
|
69.8K
$2.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-91- 0.47% |
$3.02K - $3.25K
|
19.3K
$771K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-92- 1.04% |
$3.05K - $3.29K
|
8.73K
$348K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-94- 8.39% |
$3.12K - $3.36K
|
1.03K
$40.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-98- 0.68% |
$3.25K - $3.5K
|
14.2K
$568K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-102- 0.57% |
$3.39K - $3.65K
|
17.8K
$710K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-133- 2.11% |
$4.42K - $4.75K
|
6.18K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-136- 3.08% |
$4.52K - $4.86K
|
4.28K
$170K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-137- 1.5% |
$4.55K - $4.9K
|
8.98K
$358K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-147- 0.14% |
$4.88K - $5.26K
|
104K
$4.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-153- 0.45% |
$5.08K - $5.47K
|
33.7K
$1.34M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-153- 0.4% |
$5.08K - $5.47K
|
37.8K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-161- 0.02% |
$5.35K - $5.76K
|
665K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-164- 2.45% |
$5.44K - $5.86K
|
6.52K
$260K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-175- 5.78% |
$5.81K - $6.26K
|
2.86K
$114K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-175- 0.93% |
$5.81K - $6.26K
|
18.6K
$741K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-189- 1.23% |
$6.27K - $6.76K
|
15.1K
$604K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-192- 3.88% |
$6.37K - $6.86K
|
4.76K
$190K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-209- 2.9% |
$6.94K - $7.47K
|
7.01K
$279K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-216- 0.91% |
$7.17K - $7.72K
|
23.5K
$938K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-238- 1.0% |
$7.9K - $8.51K
|
23.6K
$941K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-242- 10.15% |
$8.03K - $8.65K
|
2.14K
$85.4K
|