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 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.75KNew |
$209K - $240K
|
6.75K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.31K+ 2.81% |
$196K - $224K
|
231K
$9.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.25K+ 10.48% |
$194K - $222K
|
65.9K
$2.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.22K+ 13.72% |
$193K - $221K
|
51.6K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.17K+ 15.58% |
$192K - $219K
|
45.8K
$1.83M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.02K+ 217.21% |
$187K - $214K
|
8.79K
$352K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5.59K+ 2.51% |
$174K - $199K
|
229K
$9.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.46K+ 0.85% |
$169K - $194K
|
645K
$25.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.35K+ 2.67% |
$166K - $190K
|
205K
$8.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.34KNew |
$166K - $190K
|
5.34K
$214K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
5.28K+ 3.75% |
$164K - $188K
|
146K
$5.85M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
5.22K+ 7.12% |
$162K - $186K
|
78.6K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.08K+ 9.79% |
$158K - $180K
|
56.9K
$2.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.05K+ 6.86% |
$157K - $180K
|
78.7K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.97K+ 1.02% |
$154K - $177K
|
492K
$19.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.87KNew |
$151K - $173K
|
4.87K
$195K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.79K+ 17.04% |
$149K - $170K
|
32.9K
$1.32M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.78K+ 12.51% |
$148K - $170K
|
43K
$1.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.58K+ 33.42% |
$142K - $163K
|
18.3K
$731K
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.43K+ 7.04% |
$137K - $157K
|
67.3K
$2.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 18.13% |
$134K - $153K
|
28K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.17K+ 1.5% |
$129K - $148K
|
282K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.17K+ 11.3% |
$129K - $148K
|
41.1K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4K+ 3.66% |
$124K - $142K
|
113K
$4.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.95K+ 3.23% |
$123K - $140K
|
126K
$5.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.91K+ 12.49% |
$121K - $139K
|
35.2K
$1.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.62K+ 5.22% |
$112K - $129K
|
73.1K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.6K+ 35.1% |
$112K - $128K
|
13.9K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.58K+ 1.94% |
$111K - $127K
|
188K
$7.53M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.41KNew |
$106K - $121K
|
3.41K
$136K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.38K+ 5.94% |
$105K - $120K
|
60.4K
$2.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.35KNew |
$104K - $119K
|
3.35K
$134K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.33K+ 5.16% |
$103K - $119K
|
68K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.12K+ 445.71% |
$96.8K - $111K
|
3.82K
$153K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.09K+ 13.66% |
$95.9K - $110K
|
25.7K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3.04K+ 22.78% |
$94.4K - $108K
|
16.4K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.04K+ 151.8% |
$94.4K - $108K
|
5.05K
$202K
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 1.83% |
$93.9K - $108K
|
168K
$6.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.98K+ 18.9% |
$92.3K - $106K
|
18.7K
$749K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.91K+ 13.34% |
$90.4K - $104K
|
24.7K
$990K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.91K+ 4.62% |
$90.2K - $103K
|
65.8K
$2.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.89K+ 11.75% |
$89.8K - $103K
|
27.5K
$1.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.88K+ 32.98% |
$89.5K - $103K
|
11.6K
$465K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.83KNew |
$87.8K - $100K
|
2.83K
$113K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.76K+ 3.09% |
$85.8K - $98.3K
|
92.3K
$3.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.74K+ 3.45% |
$85K - $97.3K
|
82.1K
$3.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.74K+ 10.37% |
$85K - $97.3K
|
29.1K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.71K+ 7.97% |
$84.2K - $96.5K
|
36.8K
$1.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 4.54% |
$80.5K - $92.2K
|
59.8K
$2.39M
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.59K+ 9.23% |
$80.5K - $92.2K
|
30.7K
$1.23M
|