Purchases and Sales Made in Q3 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
38.3K
+ 30.59%
$1.19M - $1.36M
164K $6.55M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
35.1K
+ 2.82%
$1.09M - $1.25M
1.28M $51.2M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
34.8K
+ 338.89%
$1.08M - $1.24M
45.1K $1.81M
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

BUY
 -
34K
+ 4.73%
$1.05M - $1.21M
753K $30.1M
Oct 26, 2022 Q3 2022
Financial Insights, Inc.

BUY
 -
33.9K
+ 54.83%
$1.05M - $1.21M
95.8K $3.83M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
33.9K
+ 11.95%
$1.05M - $1.21M
318K $12.7M
Nov 09, 2022 Q3 2022
Valtinson Bruner Financial Planning LLC

BUY
 -
32.8K
+ 39.85%
$1.02M - $1.17M
115K $4.61M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
32.8K
+ 39.56%
$1.02M - $1.17M
116K $4.63M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
30.1K
+ 321.48%
$935K - $1.07M
39.5K $1.58M
Nov 10, 2022 Q3 2022
Hilltop Wealth Advisors, LLC

BUY
 -
29.9K
New
$930K - $1.06M
29.9K $1.2M
Nov 09, 2022 Q3 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
28.7K
+ 66.76%
$891K - $1.02M
71.7K $2.87M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
28.7K
+ 25.98%
$890K - $1.02M
139K $5.56M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
28.3K
+ 12.27%
$878K - $1.01M
259K $10.4M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
27.4K
+ 164.37%
$852K - $976K
44.1K $1.77M
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
26.5K
+ 9.76%
$822K - $941K
298K $11.9M
Oct 28, 2022 Q3 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
26.1K
+ 10.68%
$810K - $927K
270K $10.8M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
26K
+ 207.91%
$808K - $925K
38.5K $1.54M
Oct 13, 2022 Q3 2022
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
25.7K
+ 12.24%
$798K - $914K
236K $9.43M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
25.7K
+ 1.63%
$797K - $912K
1.6M $64.1M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
25.5K
+ 3.28%
$791K - $906K
802K $32.1M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
25.5K
+ 3.28%
$791K - $906K
802K $32.1M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
24.6K
+ 34.62%
$763K - $874K
95.6K $3.82M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
24.6K
+ 34.62%
$763K - $874K
95.6K $3.82M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
22.9K
+ 28.11%
$712K - $815K
105K $4.18M
Oct 21, 2022 Q3 2022
High Mark Wealth Management LLC

BUY
 -
22.7K
+ 7.22%
$706K - $808K
338K $13.5M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
22.2K
+ 2.01%
$689K - $789K
1.13M $45.1M
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
21.7K
New
$673K - $771K
21.7K $868K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.6K
New
$670K - $768K
21.6K $864K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
20.8K
+ 13.35%
$646K - $739K
177K $7.06M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
20.7K
New
$641K - $735K
20.7K $827K
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
20.5K
+ 18.22%
$636K - $728K
133K $5.32M
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
20K
+ 17.43%
$622K - $713K
135K $5.4M
Oct 31, 2022 Q3 2022
Harbor Advisory Corp

BUY
 -
19.8K
New
$613K - $702K
19.8K $790K
Oct 28, 2022 Q3 2022
Securian Asset Management, Inc

BUY
 -
19.2K
+ 13.3%
$595K - $681K
163K $6.53M
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
18.8K
+ 36.74%
$584K - $669K
70K $2.8M
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
18.4K
+ 4.74%
$572K - $656K
408K $16.3M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
18K
+ 10.61%
$557K - $638K
187K $7.49M
Nov 09, 2022 Q3 2022
Pecaut & Co.

BUY
 -
16.7K
+ 21.8%
$519K - $595K
93.5K $3.74M
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
16.7K
+ 13.2%
$519K - $595K
143K $5.74M
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

BUY
 -
15.8K
+ 17.12%
$490K - $561K
108K $4.32M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

BUY
 -
15.5K
+ 15.7%
$480K - $550K
114K $4.56M
Oct 20, 2022 Q3 2022
Waller Financial Planning Group, Inc

BUY
 -
15K
+ 3.15%
$464K - $532K
490K $19.6M
Nov 14, 2022 Q3 2022
O'Brien Wealth Partners LLC

BUY
 -
14.8K
New
$458K - $525K
14.8K $591K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
14.8K
+ 20.82%
$458K - $524K
85.6K $3.43M
Nov 14, 2022 Q3 2022
E Rn Financial, LLC

BUY
 -
14.4K
+ 3.37%
$448K - $513K
443K $17.7M
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
14.4K
+ 64.74%
$446K - $511K
36.6K $1.46M
Nov 07, 2022 Q3 2022
Bck Partners, Inc.

BUY
 -
14.1K
New
$439K - $503K
14.1K $566K
Oct 11, 2022 Q3 2022
Advisory Resource Group

BUY
 -
13.2K
+ 36.0%
$409K - $469K
49.8K $1.99M
Nov 14, 2022 Q3 2022
Echo Wealth Management, LLC

BUY
 -
12.5K
+ 13.8%
$389K - $445K
103K $4.13M

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