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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-493- 0.88% |
$15.3K - $17.5K
|
55.2K
$2.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-511Closed |
$15.9K - $18.2K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-521- 10.58% |
$16.2K - $18.5K
|
4.41K
$176K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-591- 3.59% |
$18.3K - $21K
|
15.9K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-649- 3.2% |
$20.1K - $23.1K
|
19.6K
$785K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-652- 3.34% |
$20.2K - $23.2K
|
18.9K
$755K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-659- 63.67% |
$20.5K - $23.4K
|
376
$15K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-666- 6.99% |
$20.7K - $23.7K
|
8.86K
$355K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-711- 4.0% |
$22.1K - $25.3K
|
17.1K
$682K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-719- 1.78% |
$22.3K - $25.6K
|
39.6K
$1.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-722- 1.35% |
$22.4K - $25.7K
|
52.6K
$2.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-729- 0.9% |
$22.6K - $25.9K
|
80.1K
$3.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-752- 2.17% |
$23.3K - $26.7K
|
33.8K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-806- 1.49% |
$25K - $28.7K
|
53.3K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-816- 0.71% |
$25.3K - $29K
|
114K
$4.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-887- 8.67% |
$27.5K - $31.5K
|
9.35K
$374K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-890- 6.78% |
$27.6K - $31.6K
|
12.2K
$490K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-894- 2.24% |
$27.7K - $31.8K
|
39.1K
$1.56M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-920- 2.58% |
$28.6K - $32.7K
|
34.7K
$1.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.02K- 1.8% |
$31.6K - $36.2K
|
55.5K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 2.49% |
$31.9K - $36.5K
|
40.3K
$1.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.06K- 53.74% |
$33K - $37.8K
|
915
$36.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.11K- 10.85% |
$34.5K - $39.5K
|
9.12K
$365K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.12K- 5.24% |
$34.7K - $39.7K
|
20.2K
$809K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1.12K- 7.53% |
$34.7K - $39.8K
|
13.7K
$550K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 16.12% |
$35.3K - $40.4K
|
5.92K
$237K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.17K- 0.72% |
$36.2K - $41.5K
|
162K
$6.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-1.18K- 8.21% |
$36.5K - $41.8K
|
13.1K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.2K- 45.64% |
$37.4K - $42.8K
|
1.43K
$57.4K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.26K- 5.54% |
$39K - $44.7K
|
21.4K
$858K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.28K- 5.65% |
$39.6K - $45.4K
|
21.3K
$853K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.28K- 3.42% |
$39.8K - $45.6K
|
36.2K
$1.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.28K- 0.29% |
$39.8K - $45.6K
|
443K
$17.7M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.33K- 8.64% |
$41.3K - $47.4K
|
14.1K
$564K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-1.42K- 2.65% |
$44.2K - $50.6K
|
52.3K
$2.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 7.36% |
$48.2K - $55.2K
|
19.5K
$782K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 11.86% |
$49.7K - $56.9K
|
11.9K
$476K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.61K- 1.14% |
$49.9K - $57.1K
|
140K
$5.58M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.63K- 29.93% |
$50.5K - $57.8K
|
3.81K
$152K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 0.54% |
$53.4K - $61.2K
|
315K
$12.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.87K- 18.14% |
$58.1K - $66.6K
|
8.45K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.94K- 56.96% |
$60.2K - $68.9K
|
1.47K
$58.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.96K- 20.72% |
$60.8K - $69.7K
|
7.5K
$300K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.99K- 10.35% |
$61.7K - $70.6K
|
17.2K
$689K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.01K- 8.92% |
$62.3K - $71.4K
|
20.5K
$820K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.01K- 11.35% |
$62.4K - $71.4K
|
15.7K
$628K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.1K- 21.32% |
$65.2K - $74.7K
|
7.75K
$310K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.1K- 2.22% |
$65.2K - $74.7K
|
92.6K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.18K- 9.91% |
$67.5K - $77.3K
|
19.8K
$791K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.47K- 31.4% |
$76.7K - $87.8K
|
5.4K
$216K
|