Purchases and Sales Made in Q4 2022 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-41.5K- 52.66% |
$1.25M - $1.43M
|
37.3K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-42.5K- 32.1% |
$1.28M - $1.47M
|
89.8K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-44.2K- 38.79% |
$1.33M - $1.53M
|
69.7K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-46.5K- 27.99% |
$1.4M - $1.6M
|
120K
$4.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-46.9K- 18.42% |
$1.42M - $1.62M
|
208K
$8.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.9K- 12.38% |
$1.84M - $2.1M
|
431K
$17.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65.7K- 31.97% |
$1.98M - $2.27M
|
140K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-70.1K- 15.8% |
$2.11M - $2.42M
|
373K
$15M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-72.9K- 13.11% |
$2.2M - $2.52M
|
483K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-73.4K- 38.99% |
$2.22M - $2.53M
|
115K
$4.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-74.6K- 35.86% |
$2.25M - $2.57M
|
133K
$5.35M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75K- 41.67% |
$2.26M - $2.59M
|
105K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-76.3K- 92.04% |
$2.3M - $2.63M
|
6.6K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-76.6K- 11.88% |
$2.31M - $2.64M
|
568K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-92.9K- 99.38% |
$2.8M - $3.21M
|
575
$23K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99.1K- 10.83% |
$2.99M - $3.42M
|
816K
$32.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-106K- 79.54% |
$3.19M - $3.65M
|
27.2K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-108K- 41.5% |
$3.25M - $3.72M
|
152K
$6.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-124K- 88.75% |
$3.75M - $4.29M
|
15.7K
$631K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-133K- 68.98% |
$4.02M - $4.59M
|
59.9K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-143K- 17.84% |
$4.33M - $4.95M
|
660K
$26.5M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-147K- 54.72% |
$4.42M - $5.06M
|
121K
$4.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-154K- 89.05% |
$4.66M - $5.33M
|
19K
$760K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-164K- 54.2% |
$4.93M - $5.64M
|
138K
$5.54M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176K- 19.76% |
$5.3M - $6.06M
|
713K
$28.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-197K- 39.16% |
$5.96M - $6.81M
|
307K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-219K- 32.91% |
$6.59M - $7.54M
|
445K
$17.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-303K- 14.64% |
$9.16M - $10.5M
|
1.77M
$70.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-341K- 22.69% |
$10.3M - $11.8M
|
1.16M
$46.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-424K- 83.88% |
$12.8M - $14.6M
|
81.5K
$3.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-686K- 72.8% |
$20.7M - $23.7M
|
256K
$10.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-203M- 99.99% |
$6.13B - $7.01B
|
16.6K
$665K
|