Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18M+ 5.61% |
$36.7M - $42M
|
22.3M
$854M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.1M+ 13.08% |
$34.1M - $39.1M
|
9.51M
$365M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
850K+ 19.25% |
$26.4M - $30.2M
|
5.27M
$202M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
731K+ 1555.1% |
$22.7M - $26M
|
778K
$29.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
707K+ 85.26% |
$21.9M - $25.1M
|
1.54M
$58.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
664K+ 238.92% |
$20.6M - $23.6M
|
942K
$36.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
649K+ 5381.89% |
$20.2M - $23.1M
|
662K
$25.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
409K+ 37.35% |
$12.7M - $14.5M
|
1.5M
$57.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
391K+ 236.88% |
$12.1M - $13.9M
|
556K
$21.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
344K+ 15.45% |
$10.7M - $12.2M
|
2.57M
$98.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
319K+ 7.41% |
$9.91M - $11.3M
|
4.63M
$177M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
305K+ 10.39% |
$9.48M - $10.9M
|
3.24M
$124M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
292K+ 23.05% |
$9.07M - $10.4M
|
1.56M
$59.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
284K+ 74.83% |
$8.82M - $10.1M
|
664K
$25.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
281K+ 125.42% |
$8.73M - $10M
|
506K
$19.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
260K+ 541.37% |
$8.08M - $9.26M
|
309K
$11.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
258K+ 25.01% |
$8.02M - $9.18M
|
1.29M
$49.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191KNew |
$5.93M - $6.79M
|
191K
$7.33M
|
|
|
Nov 14, 2022
Q3 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
178KNew |
$5.52M - $6.32M
|
178K
$6.82M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
172KNew |
$5.34M - $6.12M
|
172K
$6.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
166K+ 78.08% |
$5.15M - $5.9M
|
379K
$14.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
158K+ 1038.89% |
$4.91M - $5.62M
|
173K
$6.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
157KNew |
$4.86M - $5.57M
|
157K
$6.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
141K+ 119.45% |
$4.38M - $5.02M
|
260K
$9.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
128K+ 83.6% |
$3.97M - $4.54M
|
281K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 11.08% |
$3.17M - $3.63M
|
1.02M
$39.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
98.7K+ 7.62% |
$3.06M - $3.51M
|
1.39M
$53.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
97.6K+ 70.0% |
$3.03M - $3.47M
|
237K
$9.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
92.7K+ 28.79% |
$2.88M - $3.3M
|
415K
$15.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87.7K+ 7.37% |
$2.72M - $3.12M
|
1.28M
$49M
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
85.6K+ 11.28% |
$2.66M - $3.04M
|
845K
$32.4M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 9.93% |
$2.49M - $2.85M
|
889K
$34.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
73.7K+ 681.08% |
$2.29M - $2.62M
|
84.5K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.1K+ 3.55% |
$2.21M - $2.53M
|
2.07M
$79.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
70K+ 659.98% |
$2.17M - $2.49M
|
80.6K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.8K+ 10.68% |
$1.92M - $2.2M
|
640K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
57.1K+ 46.84% |
$1.77M - $2.03M
|
179K
$6.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.2K+ 7.09% |
$1.65M - $1.89M
|
803K
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
52.1K+ 22.48% |
$1.62M - $1.85M
|
284K
$10.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
BUY
|
- |
49.2K+ 21.25% |
$1.53M - $1.75M
|
281K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49K+ 26.37% |
$1.52M - $1.74M
|
235K
$9.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
48.4KNew |
$1.5M - $1.72M
|
48.4K
$1.86M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 59.5% |
$1.47M - $1.68M
|
127K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45.1K+ 59.84% |
$1.4M - $1.6M
|
120K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.4K+ 35.86% |
$1.38M - $1.58M
|
168K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.9KNew |
$1.36M - $1.56M
|
43.9K
$1.68M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
43.7K+ 930.03% |
$1.36M - $1.55M
|
48.4K
$1.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
42.6K+ 25.74% |
$1.32M - $1.51M
|
208K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
41.9K+ 37.46% |
$1.3M - $1.49M
|
154K
$5.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.2K+ 11.27% |
$1.28M - $1.46M
|
407K
$15.6M
|