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 06, 2022 Q3 2022
Advocacy Wealth Management Services, LLC

BUY
 -
850
New
$26.4K - $30.2K
850 $34K
Oct 27, 2022 Q3 2022
Bristlecone Advisors, LLC

BUY
 -
836
+ 1.66%
$25.9K - $29.7K
51.1K $2.04M
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
826
+ 13.13%
$25.6K - $29.4K
7.12K $285K
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
789
+ 4.49%
$24.5K - $28K
18.4K $735K
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
767
+ 0.84%
$23.8K - $27.3K
92.5K $3.7M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
690
New
$21.4K - $24.5K
690 $27.6K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
686
+ 4.43%
$21.3K - $24.4K
16.2K $647K
Oct 13, 2022 Q3 2022
Future Financial Wealth Managment LLC

BUY
 -
661
+ 1.87%
$20.5K - $23.5K
35.9K $1.44M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
640
+ 9.65%
$19.9K - $22.8K
7.27K $291K
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
636
+ 3.24%
$19.7K - $22.6K
20.3K $812K
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
572
+ 2.15%
$17.8K - $20.3K
27.2K $1.09M
Oct 13, 2022 Q3 2022
Trinity Wealth Management, LLC

BUY
 -
551
+ 4.93%
$17.1K - $19.6K
11.7K $469K
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
548
+ 1.86%
$17K - $19.5K
29.9K $1.2M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
527
+ 7.98%
$16.4K - $18.7K
7.13K $285K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
499
+ 5.28%
$15.5K - $17.7K
9.95K $398K
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
493
New
$15.3K - $17.5K
493 $19.7K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
493
New
$15.3K - $17.5K
493 $19.7K
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
449
+ 2.53%
$13.9K - $16K
18.2K $729K
Oct 21, 2022 Q3 2022
Straight Path Wealth Management

BUY
 -
442
+ 1.05%
$13.7K - $15.7K
42.4K $1.7M
Nov 10, 2022 Q3 2022
Fullen Financial Group

BUY
 -
440
+ 1.37%
$13.7K - $15.6K
32.5K $1.3M
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
415
+ 13833.33%
$12.9K - $14.8K
418 $16.7K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
391
+ 0.96%
$12.1K - $13.9K
40.9K $1.64M
Oct 27, 2022 Q3 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
384
+ 2.46%
$11.9K - $13.7K
16K $639K
Nov 09, 2022 Q3 2022
Compass Financial Advisors LLC

BUY
 -
361
+ 5.17%
$11.2K - $12.8K
7.34K $294K
Nov 01, 2022 Q3 2022
Triumph Capital Management

BUY
 -
326
+ 1.9%
$10.1K - $11.6K
17.5K $699K
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
307
+ 1.03%
$9.53K - $10.9K
30K $1.2M
Nov 09, 2022 Q3 2022
Eq LLC

Mercer Island, WA
BUY
 -
301
+ 3.18%
$9.34K - $10.7K
9.76K $391K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
288
New
$8.94K - $10.2K
288 $11.5K
Oct 24, 2022 Q3 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
270
+ 4.01%
$8.38K - $9.6K
7.01K $280K
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
247
New
$7.67K - $8.78K
247 $9.88K
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
240
+ 2.23%
$7.45K - $8.53K
11K $441K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
231
+ 3.76%
$7.17K - $8.21K
6.38K $255K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
217
+ 1.17%
$6.74K - $7.71K
18.7K $750K
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
216
+ 4.32%
$6.7K - $7.68K
5.21K $208K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
210
+ 0.25%
$6.52K - $7.47K
82.9K $3.32M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
199
New
$6.18K - $7.07K
199 $7.96K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
199
+ 1.66%
$6.18K - $7.07K
12.2K $487K
Oct 13, 2022 Q3 2022
Defined Wealth Management, LLC

BUY
 -
179
+ 0.28%
$5.56K - $6.36K
65.1K $2.6M
Oct 17, 2022 Q3 2022
H&H Retirement Design & Management Inc

BUY
 -
131
+ 1.01%
$4.07K - $4.66K
13.1K $526K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
130
New
$4.04K - $4.62K
130 $5.2K
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
101
+ 1.52%
$3.14K - $3.59K
6.76K $270K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
97
New
$3.01K - $3.45K
97 $3.88K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
70
New
$2.17K - $2.49K
70 $2.8K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
59
+ 11.94%
$1.83K - $2.1K
553 $22.1K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
57
+ 28.79%
$1.77K - $2.03K
255 $10.2K
Nov 14, 2022 Q3 2022
Iron Financial, LLC

BUY
 -
41
+ 0.19%
$1.27K - $1.46K
21.7K $869K
Oct 24, 2022 Q3 2022
Old Second National Bank Of Aurora

BUY
 -
34
+ 0.2%
$1.06K - $1.21K
16.7K $669K
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
30
+ 0.06%
$931 - $1.07K
50.3K $2.01M
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
27
+ 0.13%
$838 - $960
21.3K $854K

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