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 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
2.56K
+ 9.44%
$79.5K - $91K
29.7K $1.14M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
2.54K
New
$78.7K - $90.1K
2.54K $97.4K
Nov 14, 2022 Q3 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
2.51K
+ 1.3%
$78K - $89.4K
196K $7.55M
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
2.47K
+ 3.46%
$76.7K - $87.8K
73.8K $2.84M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.45K
+ 4.26%
$76K - $87K
59.9K $2.3M
Oct 17, 2022 Q3 2022
Peterson Wealth Advisors, LLC

BUY
 -
2.36K
+ 5.51%
$73.3K - $84K
45.2K $1.74M
Oct 27, 2022 Q3 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
2.3K
+ 1.41%
$71.5K - $81.9K
166K $6.38M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
2.28K
New
$70.6K - $80.9K
2.28K $87.5K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
2.24K
New
$69.4K - $79.5K
2.24K $86K
Oct 28, 2022 Q3 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.22K
+ 1.96%
$68.8K - $78.8K
115K $4.42M
Oct 17, 2022 Q3 2022
John W. Brooker & Co., Cp As

BUY
 -
2.13K
+ 103.4%
$66.1K - $75.7K
4.19K $161K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
2.06K
+ 525.0%
$63.9K - $73.2K
2.45K $94.2K
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
2.05K
+ 3.44%
$63.7K - $73K
61.7K $2.37M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.02K
+ 4.12%
$62.8K - $71.9K
51.1K $1.96M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
2K
New
$62.1K - $71.1K
2K $76.9K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.83K
+ 3.27%
$56.9K - $65.2K
57.9K $2.23M
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.75K
+ 35.37%
$54.2K - $62K
6.68K $257K
Oct 31, 2022 Q3 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1.74K
+ 2.24%
$54.1K - $62K
79.5K $3.06M
Oct 11, 2022 Q3 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
1.72K
+ 4.18%
$53.5K - $61.3K
43K $1.65M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.72K
+ 9.38%
$53.5K - $61.2K
20.1K $772K
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.65K
+ 17.09%
$51.3K - $58.8K
11.3K $435K
Oct 14, 2022 Q3 2022
Diligent Investors, LLC

BUY
 -
1.64K
+ 2.34%
$50.9K - $58.3K
71.7K $2.75M
Nov 14, 2022 Q3 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
1.63K
+ 1.82%
$50.7K - $58.1K
91.1K $3.5M
Oct 24, 2022 Q3 2022
Proffitt & Goodson Inc

BUY
 -
1.43K
+ 1.28%
$44.3K - $50.8K
113K $4.35M
Nov 01, 2022 Q3 2022
Tag Stone Capital, Inc.

BUY
 -
1.43K
+ 3.91%
$44.3K - $50.7K
37.9K $1.46M
Oct 21, 2022 Q3 2022
Macroview Investment Management LLC

BUY
 -
1.43K
+ 18.89%
$44.2K - $50.7K
8.97K $345K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
1.37K
+ 11.46%
$42.4K - $48.5K
13.3K $510K
Oct 18, 2022 Q3 2022
Aquire Wealth Advisors, LLC

BUY
 -
1.36K
+ 0.84%
$42.2K - $48.3K
164K $6.3M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.31K
+ 4.42%
$40.6K - $46.5K
30.9K $1.19M
Oct 31, 2022 Q3 2022
Meitav Dash Investments LTD

BUY
 -
1.3K
+ 2.52%
$40.4K - $46.2K
52.9K $2.04M
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.29K
+ 35.99%
$40K - $45.8K
4.87K $187K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.24K
+ 9.86%
$38.6K - $44.2K
13.9K $533K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.23K
+ 25.81%
$38.2K - $43.7K
6K $230K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1.2K
New
$37.1K - $42.5K
1.2K $45.9K
Oct 11, 2022 Q3 2022
Tpg Financial Advisors, LLC

BUY
 -
1.16K
+ 1.54%
$35.9K - $41.1K
76.1K $2.93M
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
1.15K
+ 16.61%
$35.8K - $41K
8.1K $311K
Nov 15, 2022 Q3 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.11K
+ 25.67%
$34.5K - $39.6K
5.45K $209K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.11K
+ 3.63%
$34.3K - $39.3K
31.6K $1.21M
Nov 02, 2022 Q3 2022
Montz Harcus Wealth Management LLC

BUY
 -
1.08K
+ 11.97%
$33.6K - $38.5K
10.1K $389K
Oct 06, 2022 Q3 2022
Marquette Asset Management, LLC

BUY
 -
1.05K
+ 0.53%
$32.5K - $37.3K
197K $7.57M
Nov 14, 2022 Q3 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
1.04K
+ 0.67%
$32.2K - $36.9K
156K $5.98M
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
1.01K
New
$31.5K - $36K
1.01K $39K
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
1.01K
+ 156.57%
$31.4K - $36K
1.66K $63.8K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
998
New
$31K - $35.5K
998 $38.4K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
995
+ 1.45%
$30.9K - $35.4K
69.8K $2.68M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
914
New
$28.4K - $32.5K
914 $35.1K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
881
+ 0.93%
$27.3K - $31.3K
95.6K $3.68M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
874
+ 1.71%
$27.1K - $31.1K
52.1K $2M
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

BUY
 -
851
+ 2.4%
$26.4K - $30.3K
36.4K $1.4M

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