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 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-251- 1.03% |
$8.33K - $8.97K
|
24.2K
$965K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-252- 0.85% |
$8.37K - $9.01K
|
29.3K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-270- 2.23% |
$8.96K - $9.65K
|
11.8K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 46.3% |
$9.13K - $9.83K
|
319
$12.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-303- 0.23% |
$10.1K - $10.8K
|
129K
$5.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-304- 3.3% |
$10.1K - $10.9K
|
8.9K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-326- 3.21% |
$10.8K - $11.7K
|
9.83K
$392K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-327- 3.23% |
$10.9K - $11.7K
|
9.8K
$391K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-330- 0.29% |
$11K - $11.8K
|
113K
$4.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-340- 1.07% |
$11.3K - $12.2K
|
31.5K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-371- 2.13% |
$12.3K - $13.3K
|
17.1K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-376- 0.32% |
$12.5K - $13.4K
|
115K
$4.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-390- 4.65% |
$12.9K - $13.9K
|
8K
$319K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-392- 1.64% |
$13K - $14K
|
23.5K
$939K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-412- 0.86% |
$13.7K - $14.7K
|
47.5K
$1.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-423- 0.3% |
$14K - $15.1K
|
139K
$5.55M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-440- 6.75% |
$14.6K - $15.7K
|
6.07K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-486- 5.78% |
$16.1K - $17.4K
|
7.92K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-559- 0.44% |
$18.6K - $20K
|
125K
$5M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-592- 1.27% |
$19.7K - $21.2K
|
45.9K
$1.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-616- 1.6% |
$20.5K - $22K
|
38K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-621- 1.15% |
$20.6K - $22.2K
|
53.6K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-648- 1.01% |
$21.5K - $23.2K
|
63.7K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-721- 4.42% |
$23.9K - $25.8K
|
15.6K
$622K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-738- 10.19% |
$24.5K - $26.4K
|
6.51K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-800- 89.89% |
$26.6K - $28.6K
|
90
$3.59K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-819- 9.93% |
$27.2K - $29.3K
|
7.43K
$296K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-844- 1.54% |
$28K - $30.2K
|
54K
$2.15M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-869- 2.62% |
$28.9K - $31.1K
|
32.3K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-907- 2.25% |
$30.1K - $32.4K
|
39.4K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-945- 0.58% |
$31.4K - $33.8K
|
163K
$6.51M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-970- 6.94% |
$32.2K - $34.7K
|
13K
$518K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-972- 4.76% |
$32.3K - $34.7K
|
19.5K
$776K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-982- 6.6% |
$32.6K - $35.1K
|
13.9K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-990- 5.05% |
$32.9K - $35.4K
|
18.6K
$741K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.1K- 4.26% |
$36.6K - $39.4K
|
24.8K
$988K
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 0.95% |
$36.9K - $39.7K
|
116K
$4.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.16K- 3.79% |
$38.6K - $41.5K
|
29.5K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 1.63% |
$39.1K - $42.1K
|
71.3K
$2.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.23K- 9.8% |
$40.9K - $44K
|
11.3K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 86.52% |
$40.9K - $44K
|
192
$7.65K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.24K- 7.33% |
$41.3K - $44.4K
|
15.7K
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-1.29K- 6.26% |
$42.7K - $45.9K
|
19.2K
$767K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.31K- 1.47% |
$43.6K - $46.9K
|
87.9K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.41K- 0.18% |
$46.9K - $50.6K
|
794K
$31.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.46K- 8.98% |
$48.3K - $52.1K
|
14.8K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.53K- 19.35% |
$50.7K - $54.6K
|
6.37K
$254K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.58K- 33.21% |
$52.5K - $56.5K
|
3.18K
$127K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1.6K- 7.1% |
$53K - $57K
|
20.9K
$832K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.61K- 2.43% |
$53.6K - $57.7K
|
64.8K
$2.58M
|