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
Nov 14, 2022 Q3 2022
Quantitative Advantage, LLC

Minnetonka, MN
SELL
 -
-2.48K
- 1.75%
$77.1K - $88.3K
139K $5.32M
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

SELL
 -
-2.51K
- 24.73%
$77.8K - $89.1K
7.63K $292K
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

SELL
 -
-2.51K
- 4.26%
$77.9K - $89.2K
56.4K $2.16M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-2.52K
- 10.16%
$78.3K - $89.6K
22.3K $853K
Dec 12, 2022 Q3 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-2.56K
- 20.32%
$79.6K - $91.1K
10K $384K
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

SELL
 -
-2.61K
- 15.0%
$81.1K - $92.9K
14.8K $566K
Nov 07, 2022 Q3 2022
Neirg Wealth Management, LLC

SELL
 -
-2.67K
- 25.47%
$82.8K - $94.8K
7.8K $299K
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

SELL
 -
-2.71K
- 23.49%
$84.1K - $96.3K
8.82K $337K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.72K
- 5.73%
$84.4K - $96.7K
44.7K $1.71M
Oct 13, 2022 Q3 2022
Orin Green Financial, LLC

SELL
 -
-2.89K
- 6.41%
$89.6K - $103K
42.1K $1.61M
Oct 17, 2022 Q3 2022
Capital Advisors Inc

SELL
 -
-2.99K
- 6.19%
$92.7K - $106K
45.3K $1.73M
Oct 25, 2022 Q3 2022
Financial Planning & Information Services, Inc.

SELL
 -
-3.1K
- 10.47%
$96.3K - $110K
26.5K $1.02M
Nov 14, 2022 Q3 2022
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-3.22K
- 16.46%
$99.8K - $114K
16.3K $624K
Nov 08, 2022 Q3 2022
Ervin Investment Management, LLC

SELL
 -
-3.26K
- 5.5%
$101K - $116K
56K $2.14M
Apr 14, 2023 Q3 2022
Ervin Investment Management, LLC

SELL
 -
-3.26K
- 5.5%
$101K - $116K
56K $2.14M
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

SELL
 -
-3.38K
- 14.7%
$105K - $120K
19.6K $750K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

SELL
 -
-3.71K
- 16.48%
$115K - $132K
18.8K $719K
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-3.86K
- 36.11%
$120K - $137K
6.83K $261K
Nov 14, 2022 Q3 2022
Ascent Group, LLC

SELL
 -
-4.15K
- 5.55%
$129K - $147K
70.6K $2.7M
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-4.38K
- 2.76%
$136K - $156K
155K $5.91M
Nov 14, 2022 Q3 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-4.6K
- 6.53%
$143K - $163K
65.8K $2.52M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

SELL
 -
-4.64K
- 41.99%
$144K - $165K
6.41K $245K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

SELL
 -
-4.69K
- 10.49%
$146K - $167K
40.1K $1.53M
Oct 28, 2022 Q3 2022
Aire Advisors, LLC

Beverly Hills, CA
SELL
 -
-4.8K
- 32.44%
$149K - $170K
9.99K $382K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-4.9K
- 4.91%
$152K - $174K
94.9K $3.63M
Nov 14, 2022 Q3 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-5.12K
- 22.49%
$159K - $182K
17.7K $675K
Nov 03, 2022 Q3 2022
Slate Stone Wealth, LLC

SELL
 -
-5.34K
- 23.79%
$166K - $190K
17.1K $655K
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
SELL
 -
-5.38K
- 26.7%
$167K - $191K
14.8K $565K
Nov 08, 2022 Q3 2022
Vickerman Investment Advisors, Inc.

Spokane, WA
SELL
 -
-5.51K
- 17.16%
$171K - $196K
26.6K $1.02M
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-5.68K
- 88.55%
$176K - $202K
734 $28.1K
Oct 24, 2022 Q3 2022
Mc Adam, LLC

SELL
 -
-5.76K
- 5.61%
$179K - $205K
96.8K $3.71M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-6.14K
- 9.03%
$190K - $218K
61.8K $2.37M
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

SELL
 -
-6.37K
- 7.91%
$198K - $226K
74.2K $2.84M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-6.84K
Closed
$212K - $243K
0 $0
Oct 12, 2022 Q3 2022
Rtd Financial Advisors, Inc.

SELL
 -
-7.05K
- 15.09%
$219K - $251K
39.6K $1.52M
Nov 14, 2022 Q3 2022
Wrapmanager Inc

SELL
 -
-7.27K
- 4.17%
$226K - $258K
167K $6.38M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

SELL
 -
-7.48K
- 6.8%
$232K - $266K
102K $3.92M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

SELL
 -
-7.53K
- 8.34%
$234K - $268K
82.7K $3.17M
Oct 20, 2022 Q3 2022
Girard Partners Ltd.

SELL
 -
-7.56K
- 7.82%
$235K - $269K
89.1K $3.41M
Nov 02, 2022 Q3 2022
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-7.6K
- 4.02%
$236K - $270K
181K $6.94M
Nov 14, 2022 Q3 2022
Dohj, LLC

Seattle, WA
SELL
 -
-7.68K
- 5.48%
$238K - $273K
132K $5.06M
Nov 07, 2022 Q3 2022
Occidental Asset Management, LLC

SELL
 -
-7.7K
- 9.5%
$239K - $274K
73.4K $2.81M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-7.79K
- 99.77%
$242K - $277K
18 $689
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-7.92K
- 7.95%
$246K - $281K
91.6K $3.51M
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

SELL
 -
-8.02K
- 14.19%
$249K - $285K
48.5K $1.86M
Oct 25, 2022 Q3 2022
Atlantic Union Bankshares Corp

SELL
 -
-8.83K
- 29.89%
$274K - $314K
20.7K $792K
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-8.94K
- 10.61%
$278K - $318K
75.3K $2.88M
Oct 21, 2022 Q3 2022
Horizon Financial Services, LLC

SELL
 -
-8.99K
- 9.06%
$279K - $320K
90.2K $3.45M
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-9.12K
- 71.83%
$283K - $324K
3.58K $137K

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