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
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
12.5K
+ 29.49%
$387K - $443K
54.8K $2.19M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
12.4K
+ 26.59%
$384K - $440K
58.9K $2.36M
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
11.8K
New
$365K - $418K
11.8K $470K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
11.7K
+ 4.84%
$365K - $418K
255K $10.2M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
11.5K
+ 101.65%
$358K - $410K
22.9K $916K
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
11.4K
+ 27.1%
$355K - $407K
53.7K $2.15M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.4K
+ 12.67%
$353K - $405K
101K $4.05M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.4K
+ 12.67%
$353K - $405K
101K $4.05M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
11.3K
+ 1.74%
$350K - $401K
660K $26.4M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
11.2K
+ 13.08%
$347K - $398K
96.8K $3.87M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
11K
+ 2.4%
$342K - $392K
470K $18.8M
Oct 24, 2022 Q3 2022
First Ascent Asset Management, LLC

BUY
 -
11K
+ 2.62%
$340K - $389K
428K $17.1M
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
10.5K
+ 146.49%
$325K - $372K
17.6K $704K
Nov 07, 2022 Q3 2022
Safeguard Financial, LLC

BUY
 -
10.4K
+ 35.59%
$324K - $371K
39.8K $1.59M
Oct 12, 2022 Q3 2022
Tri Star Advisors Inc.

BUY
 -
10.3K
New
$320K - $366K
10.3K $412K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
10.2K
+ 17.95%
$315K - $361K
66.7K $2.67M
Nov 14, 2022 Q3 2022
Bison Wealth, LLC

BUY
 -
10.1K
New
$315K - $360K
10.1K $406K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
10.1K
+ 36.86%
$314K - $360K
37.6K $1.5M
Nov 09, 2022 Q3 2022
Intrust Bank Na

Wichita, KS
BUY
 -
10K
+ 16.3%
$311K - $357K
71.6K $2.86M
Oct 21, 2022 Q3 2022
Gilman Hill Asset Management, LLC

BUY
 -
10K
+ 98.43%
$310K - $356K
20.2K $807K
Nov 09, 2022 Q3 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
9.84K
+ 12.88%
$306K - $350K
86.2K $3.45M
Nov 14, 2022 Q3 2022
M&T Bank Corp

BUY
 -
9.81K
+ 18.89%
$305K - $349K
61.7K $2.47M
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
9.77K
+ 4.47%
$303K - $347K
228K $9.13M
Nov 14, 2022 Q3 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
9.47K
+ 10.34%
$294K - $337K
101K $4.05M
Nov 10, 2022 Q3 2022
N.E.W. Advisory Services LLC

BUY
 -
9.44K
+ 2.56%
$293K - $336K
378K $15.1M
Nov 14, 2022 Q3 2022
Strategic Financial Planning, Inc.

BUY
 -
9.36K
+ 67.41%
$290K - $333K
23.2K $930K
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
9.09K
+ 9.17%
$282K - $323K
108K $4.33M
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
8.9K
+ 18.26%
$276K - $316K
57.6K $2.31M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
8.61K
New
$267K - $306K
8.61K $345K
Oct 03, 2022 Q3 2022
Wedmont Private Capital

BUY
 -
8.6K
+ 140.58%
$267K - $306K
14.7K $589K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
8.53K
+ 1.9%
$265K - $303K
458K $18.3M
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
8.49K
+ 3.61%
$264K - $302K
244K $9.75M
Nov 10, 2022 Q3 2022
Truefg, LLC

Cedar Park, TX
BUY
 -
8.42K
+ 4.13%
$261K - $299K
212K $8.5M
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
8.38K
+ 15.34%
$260K - $298K
63K $2.52M
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
8.35K
+ 468.35%
$259K - $297K
10.1K $405K
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
8.27K
+ 65.36%
$257K - $294K
20.9K $837K
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
8.19K
New
$254K - $291K
8.19K $328K
Nov 03, 2022 Q3 2022
Windsor Capital Management, LLC

BUY
 -
8.04K
+ 6.58%
$250K - $286K
130K $5.21M
Nov 07, 2022 Q3 2022
Cutler Investment Counsel LLC

BUY
 -
8.03K
+ 1.27%
$249K - $286K
639K $25.6M
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.32K
+ 35.57%
$227K - $260K
27.9K $1.12M
Oct 25, 2022 Q3 2022
Ma Private Wealth

BUY
 -
7.3K
+ 3.63%
$227K - $260K
209K $8.34M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.24K
+ 7.83%
$225K - $257K
99.8K $3.99M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
7.21K
+ 15.93%
$224K - $256K
52.5K $2.1M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
7.2K
+ 43.68%
$224K - $256K
23.7K $948K
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
7.1K
New
$220K - $252K
7.1K $284K
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
6.97K
+ 3.92%
$216K - $248K
185K $7.39M
Nov 10, 2022 Q3 2022
Fairhaven Wealth Management, LLC

BUY
 -
6.81K
New
$211K - $242K
6.81K $273K
Nov 10, 2022 Q3 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
6.81K
+ 1.23%
$211K - $242K
561K $22.4M
Nov 23, 2022 Q3 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
6.77K
+ 13.39%
$210K - $241K
57.3K $2.29M

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