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
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
134+ 0.24% |
$4.47K - $4.87K
|
55.4K
$2.14M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
111+ 0.56% |
$3.7K - $4.04K
|
20K
$769K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
89+ 1.24% |
$2.97K - $3.24K
|
7.25K
$279K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
82+ 2.87% |
$2.74K - $2.98K
|
2.94K
$113K
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
75+ 0.02% |
$2.5K - $2.73K
|
379K
$14.6M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
64+ 0.91% |
$2.14K - $2.33K
|
7.07K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 52.17% |
$2K - $2.18K
|
175
$6.74K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
59+ 0.15% |
$1.97K - $2.15K
|
39.6K
$1.53M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
55+ 23.4% |
$1.83K - $2K
|
290
$11.2K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$1.67K - $1.82K
|
50
$1.93K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
46New |
$1.53K - $1.67K
|
46
$1.77K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
45+ 0.61% |
$1.5K - $1.64K
|
7.4K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
44+ 0.1% |
$1.47K - $1.6K
|
44.3K
$1.71M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
42+ 0.98% |
$1.4K - $1.53K
|
4.32K
$166K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
38+ 0.2% |
$1.27K - $1.38K
|
19.3K
$743K
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
37+ 0.52% |
$1.23K - $1.35K
|
7.17K
$276K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
32+ 3.12% |
$1.07K - $1.16K
|
1.06K
$40.8K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
31New |
$1.03K - $1.13K
|
31
$1.19K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
31+ 0.49% |
$1.03K - $1.13K
|
6.42K
$247K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
26New |
$867 - $946
|
26
$1K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
22+ 0.45% |
$734 - $800
|
4.86K
$187K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
22+ 0.35% |
$734 - $800
|
6.39K
$246K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16+ 0.17% |
$534 - $582
|
9.27K
$357K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 2.15% |
$467 - $509
|
666
$25.7K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.07% |
$267 - $291
|
11.1K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5+ 0.01% |
$167 - $182
|
63.7K
$2.46M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5+ 0.04% |
$167 - $182
|
12.7K
$488K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.04% |
$100 - $109
|
7.46K
$287K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.71% |
$33.4 - $36.4
|
142
$5.47K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$33.4 - $36.4
|
2.02K
$77.8K
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.02% |
$33.4 - $36.4
|
4.76K
$183K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$66.7 - $72.7
|
128K
$4.95M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4- 0.05% |
$133 - $145
|
8.51K
$328K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-5- 0.05% |
$167 - $182
|
9.82K
$378K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6- 0.31% |
$200 - $218
|
1.96K
$75.4K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 4.37% |
$334 - $364
|
219
$8.44K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12- 0.04% |
$400 - $436
|
28.7K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$667 - $727
|
50.8K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-28- 13.08% |
$934 - $1.02K
|
186
$7.17K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.27% |
$934 - $1.02K
|
2.17K
$83.8K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-35- 0.33% |
$1.17K - $1.27K
|
10.7K
$411K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-41- 0.39% |
$1.37K - $1.49K
|
10.4K
$400K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-45- 0.51% |
$1.5K - $1.64K
|
8.85K
$341K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.94% |
$1.9K - $2.07K
|
6.02K
$232K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-62- 1.01% |
$2.07K - $2.25K
|
6.1K
$235K
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-69- 0.59% |
$2.3K - $2.51K
|
11.6K
$449K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-72- 1.28% |
$2.4K - $2.62K
|
5.54K
$214K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-76- 50.67% |
$2.54K - $2.76K
|
74
$2.85K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-83- 3.18% |
$2.77K - $3.02K
|
2.52K
$97.2K
|