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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-133K- 37.3% |
$4.13M - $4.73M
|
224K
$8.92M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-140K- 34.31% |
$4.34M - $4.97M
|
268K
$10.7M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-143K- 24.91% |
$4.44M - $5.09M
|
431K
$17.2M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-146K- 80.7% |
$4.52M - $5.17M
|
34.8K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-175K- 20.17% |
$5.43M - $6.22M
|
693K
$27.6M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-196K- 68.63% |
$6.08M - $6.96M
|
89.5K
$3.57M
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-212K- 98.05% |
$6.58M - $7.54M
|
4.21K
$168K
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-239K- 10.58% |
$7.41M - $8.49M
|
2.02M
$80.5M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-412K- 99.24% |
$12.8M - $14.6M
|
3.16K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-534K- 28.7% |
$16.6M - $19M
|
1.33M
$52.9M
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-753K- 96.78% |
$23.4M - $26.8M
|
25.1K
$999K
|