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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.37K+ 23.21% |
$78.9K - $86.1K
|
12.6K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.34K+ 2.38% |
$78.2K - $85.2K
|
101K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.3K+ 3.55% |
$76.7K - $83.6K
|
67.1K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.18K+ 2.02% |
$72.6K - $79.1K
|
110K
$4.23M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.12K+ 5.77% |
$70.8K - $77.1K
|
38.9K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.12K+ 10.78% |
$70.8K - $77.1K
|
21.8K
$840K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2K+ 102.3% |
$66.7K - $72.7K
|
3.95K
$152K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 11.47% |
$62.8K - $68.4K
|
18.3K
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.87K+ 6.98% |
$62.3K - $68K
|
28.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 1.36% |
$61.9K - $67.5K
|
138K
$5.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.85K+ 1.4% |
$61.8K - $67.4K
|
134K
$5.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.84K+ 18.39% |
$61.4K - $66.9K
|
11.8K
$456K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.84K+ 13.12% |
$61.3K - $66.9K
|
15.9K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.81K+ 2.86% |
$60.5K - $66K
|
65.2K
$2.51M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
1.76K+ 9.28% |
$58.7K - $64K
|
20.7K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.76K+ 1.43% |
$58.6K - $63.9K
|
124K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 1.51% |
$56.2K - $61.3K
|
113K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.66K+ 0.62% |
$55.3K - $60.3K
|
267K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.64K+ 0.65% |
$54.8K - $59.8K
|
253K
$9.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 0.11% |
$53.1K - $57.9K
|
1.45M
$55.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.56K+ 4.11% |
$52.1K - $56.8K
|
39.5K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.52KNew |
$50.6K - $55.2K
|
1.52K
$58.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.52K+ 11.65% |
$50.5K - $55.1K
|
14.5K
$559K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.46K+ 16.45% |
$48.7K - $53.1K
|
10.3K
$398K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.44K+ 8.77% |
$48.1K - $52.5K
|
17.9K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 1.67% |
$46.8K - $51K
|
85.6K
$3.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.38K+ 9.52% |
$46K - $50.2K
|
15.9K
$611K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.36K+ 7.58% |
$45.4K - $49.5K
|
19.3K
$745K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.34K+ 8.76% |
$44.6K - $48.6K
|
16.6K
$639K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.3K+ 17.51% |
$43.4K - $47.3K
|
8.73K
$336K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 11.68% |
$42.1K - $45.9K
|
12.1K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.2K+ 17.1% |
$39.9K - $43.5K
|
8.18K
$315K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.18K+ 11.46% |
$39.3K - $42.9K
|
11.5K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.18K+ 8.3% |
$39.2K - $42.7K
|
15.3K
$590K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.17K+ 3.9% |
$39.1K - $42.6K
|
31.2K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.15K+ 0.57% |
$38.2K - $41.7K
|
202K
$7.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
1.13K+ 7.25% |
$37.7K - $41.1K
|
16.7K
$645K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$35.5K - $38.7K
|
1.07K
$41K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.02K+ 3.62% |
$34K - $37K
|
29.2K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
988+ 0.21% |
$33K - $35.9K
|
469K
$18.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
986+ 1.67% |
$32.9K - $35.9K
|
60.1K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
976+ 1.44% |
$32.6K - $35.5K
|
68.6K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
970+ 3.3% |
$32.4K - $35.3K
|
30.4K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
952+ 14.44% |
$31.8K - $34.6K
|
7.55K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
939New |
$31.3K - $34.2K
|
939
$36.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
929+ 5.24% |
$31K - $33.8K
|
18.7K
$719K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
905+ 1.35% |
$30.2K - $32.9K
|
67.9K
$2.61M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
782+ 2.54% |
$26.1K - $28.4K
|
31.6K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
782+ 2.54% |
$26.1K - $28.4K
|
31.6K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
779+ 0.62% |
$26K - $28.3K
|
127K
$4.9M
|