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 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
21New |
$652 - $747
|
21
$803
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
19+ 0.2% |
$590 - $675
|
9.5K
$363K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12+ 1.19% |
$372 - $427
|
1.02K
$38.9K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3+ 0.04% |
$93.1 - $107
|
7.62K
$292K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.01% |
$62.1 - $71.1
|
20.6K
$790K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.44% |
$31 - $35.6
|
228
$8.72K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.07% |
$31 - $35.6
|
1.41K
$53.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 6.25% |
$62.1 - $71.1
|
30
$1.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- -0.0% |
$93.1 - $107
|
84.1K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 0.71% |
$93.1 - $107
|
418
$16K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 1.32% |
$186 - $213
|
447
$17.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7- 0.01% |
$217 - $249
|
79.3K
$3.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11- 0.28% |
$341 - $391
|
3.89K
$149K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.51% |
$404 - $462
|
2.55K
$97.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 11.94% |
$497 - $569
|
118
$4.51K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-21- 0.32% |
$652 - $747
|
6.64K
$254K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-21- 0.24% |
$652 - $747
|
8.81K
$337K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 0.28% |
$683 - $782
|
7.91K
$303K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 0.17% |
$931 - $1.07K
|
17.1K
$655K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-34- 0.17% |
$1.06K - $1.21K
|
19.4K
$742K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-39- 15.73% |
$1.21K - $1.39K
|
209
$8K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-44- 0.44% |
$1.37K - $1.56K
|
9.97K
$381K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-52- 0.09% |
$1.61K - $1.85K
|
58.4K
$2.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-58- 2.4% |
$1.8K - $2.06K
|
2.36K
$90.3K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-73- 22.12% |
$2.27K - $2.6K
|
257
$9.83K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-75- 0.4% |
$2.33K - $2.67K
|
18.8K
$719K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-88- 0.53% |
$2.73K - $3.13K
|
16.5K
$632K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-103- 1.17% |
$3.2K - $3.66K
|
8.73K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-111- 5.58% |
$3.45K - $3.95K
|
1.88K
$71.9K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-114- 14.5% |
$3.54K - $4.05K
|
672
$25.7K
|
|
|
Nov 14, 2022
Q3 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-120- 1.8% |
$3.72K - $4.27K
|
6.55K
$251K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-137- 56.85% |
$4.25K - $4.87K
|
104
$3.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-158- 28.42% |
$4.9K - $5.62K
|
398
$15.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 1.65% |
$5.43K - $6.22K
|
10.4K
$399K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-181- 2.71% |
$5.62K - $6.43K
|
6.5K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 1.59% |
$5.93K - $6.79K
|
11.8K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-249- 0.33% |
$7.73K - $8.85K
|
76K
$2.91M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-260- 1.09% |
$8.07K - $9.24K
|
23.7K
$906K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-262- 0.39% |
$8.13K - $9.31K
|
67.6K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-270- 0.28% |
$8.38K - $9.6K
|
97.2K
$3.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-277- 1.68% |
$8.6K - $9.85K
|
16.2K
$619K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-307- 2.94% |
$9.53K - $10.9K
|
10.1K
$388K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-316- 13.01% |
$9.81K - $11.2K
|
2.11K
$80.8K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-321- 0.83% |
$9.96K - $11.4K
|
38.5K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-334- 0.94% |
$10.4K - $11.9K
|
35.3K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-338- 1.35% |
$10.5K - $12K
|
24.8K
$947K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-392- 3.02% |
$12.2K - $13.9K
|
12.6K
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-394- 4.52% |
$12.2K - $14K
|
8.32K
$318K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-452- 3.85% |
$14K - $16.1K
|
11.3K
$432K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-482- 29.86% |
$15K - $17.1K
|
1.13K
$43.3K
|