Purchases and Sales Made in Q3 2023 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 2023. 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 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
11K+ 27.46% |
$366K - $399K
|
51K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10.9K+ 3.58% |
$364K - $397K
|
316K
$12.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 24.44% |
$361K - $393K
|
55K
$2.12M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.8K+ 21.64% |
$359K - $391K
|
60.5K
$2.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.7KNew |
$357K - $389K
|
10.7K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$357K - $389K
|
10.7K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6K+ 82.27% |
$355K - $387K
|
23.6K
$908K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.5K+ 8.1% |
$351K - $383K
|
140K
$5.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.4K+ 26.79% |
$348K - $379K
|
49.3K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.84KNew |
$328K - $358K
|
9.84K
$379K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.72K+ 7.5% |
$324K - $354K
|
139K
$5.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9.55KNew |
$319K - $347K
|
9.55K
$368K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.82K+ 6.49% |
$294K - $321K
|
145K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
8.78KNew |
$293K - $319K
|
8.78K
$338K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.63K+ 21.34% |
$288K - $314K
|
49K
$1.89M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.54KNew |
$285K - $310K
|
8.54K
$329K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.52K+ 13.55% |
$284K - $310K
|
71.4K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
8.51K+ 5.29% |
$284K - $309K
|
169K
$6.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.47K+ 1.35% |
$283K - $308K
|
635K
$24.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.42KNew |
$281K - $306K
|
8.42K
$324K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.4K+ 3.76% |
$280K - $305K
|
232K
$8.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.26K+ 8.18% |
$276K - $300K
|
109K
$4.21M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.26K+ 51.51% |
$275K - $300K
|
24.3K
$936K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.96K+ 136.47% |
$265K - $289K
|
13.8K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.81KNew |
$260K - $284K
|
7.81K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.8KNew |
$260K - $284K
|
7.8K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.63KNew |
$255K - $278K
|
7.63K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.59KNew |
$253K - $276K
|
7.59K
$292K
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.58KNew |
$253K - $276K
|
7.58K
$292K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.48KNew |
$249K - $272K
|
7.48K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
7.39K+ 4.65% |
$247K - $269K
|
166K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.37KNew |
$246K - $268K
|
7.37K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
7.24KNew |
$242K - $263K
|
7.24K
$279K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.85K+ 6.3% |
$228K - $249K
|
116K
$4.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.81KNew |
$227K - $248K
|
6.81K
$262K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.73K+ 41.83% |
$225K - $245K
|
22.8K
$880K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 22.03% |
$221K - $241K
|
36.7K
$1.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.45K+ 16.0% |
$215K - $235K
|
46.8K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.38K+ 3.59% |
$213K - $232K
|
184K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.35K+ 17.04% |
$212K - $231K
|
43.6K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.33K+ 8.39% |
$211K - $230K
|
81.7K
$3.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.32K+ 3.53% |
$211K - $230K
|
185K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.26K+ 3.63% |
$209K - $228K
|
179K
$6.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.18KNew |
$206K - $225K
|
6.18K
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.12K+ 11.04% |
$204K - $223K
|
61.5K
$2.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
6.1KNew |
$204K - $222K
|
6.1K
$235K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.1K+ 9.33% |
$203K - $222K
|
71.4K
$2.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.03KNew |
$201K - $219K
|
6.03K
$232K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.97K+ 5.17% |
$199K - $217K
|
121K
$4.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.96KNew |
$199K - $217K
|
5.96K
$230K
|