Purchases and Sales Made in Q3 2023 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 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 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
779
+ 0.62%
$26K - $28.3K
127K $4.96M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
698
+ 6.92%
$23.3K - $25.4K
10.8K $421K
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
673
+ 4.09%
$22.5K - $24.5K
17.1K $668K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
665
+ 1.4%
$22.2K - $24.2K
48.1K $1.88M
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
651
+ 3.16%
$21.7K - $23.7K
21.3K $830K
Oct 24, 2023 Q3 2023
Defined Wealth Management, LLC

BUY
 -
641
+ 2.11%
$21.4K - $23.3K
31.1K $1.21M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
631
+ 0.7%
$21.1K - $22.9K
90.7K $3.54M
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
584
+ 4.49%
$19.5K - $21.2K
13.6K $531K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
580
+ 0.54%
$19.3K - $21.1K
107K $4.18M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
567
+ 3.34%
$18.9K - $20.6K
17.5K $684K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
548
New
$18.3K - $19.9K
548 $21.4K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
538
+ 0.69%
$17.9K - $19.6K
78.7K $3.07M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
536
+ 1.08%
$17.9K - $19.5K
50.1K $1.96M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
536
+ 1.08%
$17.9K - $19.5K
50.1K $1.96M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
527
+ 8.14%
$17.6K - $19.2K
7K $273K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
512
+ 3.68%
$17.1K - $18.6K
14.4K $562K
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
481
+ 7.73%
$16K - $17.5K
6.7K $262K
Oct 25, 2023 Q3 2023
Cutler Investment Counsel LLC

BUY
 -
454
+ 0.07%
$15.1K - $16.5K
623K $24.3M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
445
+ 2.39%
$14.8K - $16.2K
19K $743K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
429
+ 13.49%
$14.3K - $15.6K
3.61K $141K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
387
+ 3.55%
$12.9K - $14.1K
11.3K $441K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
383
+ 5.89%
$12.8K - $13.9K
6.89K $269K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
380
+ 0.24%
$12.7K - $13.8K
159K $6.21M
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
371
+ 0.9%
$12.4K - $13.5K
41.7K $1.63M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
371
New
$12.4K - $13.5K
371 $14.5K
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
357
+ 0.58%
$11.9K - $13K
61.6K $2.41M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
347
New
$11.6K - $12.6K
347 $13.5K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
343
+ 0.37%
$11.4K - $12.5K
94.2K $3.68M
Oct 18, 2023 Q3 2023
Nova Point Capital, LLC

BUY
 -
326
+ 1.35%
$10.9K - $11.9K
24.5K $957K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
325
+ 2.53%
$10.8K - $11.8K
13.1K $513K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
310
+ 3.64%
$10.3K - $11.3K
8.84K $345K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
305
+ 4.16%
$10.2K - $11.1K
7.63K $298K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
300
+ 11.54%
$10K - $10.9K
2.9K $113K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
288
+ 0.89%
$9.61K - $10.5K
32.5K $1.27M
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

BUY
 -
282
+ 0.89%
$9.41K - $10.3K
31.8K $1.24M
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
278
+ 4.16%
$9.27K - $10.1K
6.96K $272K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
274
+ 0.48%
$9.14K - $9.97K
56.9K $2.22M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
272
+ 1.91%
$9.07K - $9.89K
14.5K $567K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
262
+ 0.17%
$8.74K - $9.53K
152K $5.93M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
258
+ 1.72%
$8.61K - $9.38K
15.2K $594K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
239
+ 19.12%
$7.97K - $8.69K
1.49K $58.1K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
227
+ 2.06%
$7.57K - $8.26K
11.2K $439K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
214
+ 4.92%
$7.14K - $7.78K
4.56K $178K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
208
New
$6.94K - $7.56K
208 $8.12K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
199
New
$6.64K - $7.24K
199 $7.77K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
197
+ 5.75%
$6.57K - $7.16K
3.62K $141K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
195
New
$6.51K - $7.09K
195 $7.61K
Oct 13, 2023 Q3 2023
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
187
+ 0.72%
$6.24K - $6.8K
26.2K $1.02M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
181
New
$6.04K - $6.58K
181 $7.07K

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