Purchases and Sales Made in Q4 2022 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 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 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.2K
+ 7.16%
$66.5K - $76.1K
33K $1.32M
Jan 11, 2023 Q4 2022
Onyx Bridge Wealth Group LLC

BUY
 -
2.2K
+ 19.45%
$66.2K - $75.7K
13.5K $539K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
2.12K
New
$64K - $73.2K
2.12K $84.9K
Jan 20, 2023 Q4 2022
Peterson Wealth Advisors, LLC

BUY
 -
2.12K
+ 4.68%
$64K - $73.1K
47.4K $1.89M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.12K
+ 4.1%
$63.9K - $73K
53.7K $2.15M
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
2.1K
+ 27.38%
$63.3K - $72.4K
9.76K $391K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
2.05K
+ 6.63%
$61.9K - $70.7K
33K $1.32M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
2K
New
$60.4K - $69K
2K $80K
Jan 26, 2023 Q4 2022
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
2K
New
$60.4K - $69K
2K $80K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
1.89K
+ 2.35%
$57.1K - $65.3K
82.5K $3.3M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.74K
+ 1.79%
$52.4K - $59.9K
98.9K $3.96M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
1.69K
+ 21.79%
$51K - $58.3K
9.44K $378K
Feb 15, 2023 Q4 2022
Liberty One Investment Management, LLC

BUY
 -
1.67K
+ 5.46%
$50.5K - $57.8K
32.4K $1.29M
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.66K
+ 5.96%
$50.2K - $57.4K
29.5K $1.18M
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.66K
+ 3.85%
$50K - $57.2K
44.7K $1.79M
Feb 01, 2023 Q4 2022
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
1.57K
+ 4.45%
$47.3K - $54.1K
36.8K $1.47M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
1.53K
+ 4.52%
$46.1K - $52.7K
35.4K $1.41M
Jan 25, 2023 Q4 2022
Stephens Inc

BUY
 -
1.47K
+ 20.54%
$44.2K - $50.6K
8.6K $344K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
1.44K
+ 1.97%
$43.5K - $49.7K
74.5K $2.98M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
1.44K
+ 369.15%
$43.3K - $49.6K
1.83K $73K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.42K
New
$42.9K - $49K
1.42K $56.8K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
1.35K
+ 0.36%
$40.7K - $46.6K
380K $15.2M
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
1.26K
+ 9.59%
$38K - $43.4K
14.4K $576K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.25K
+ 3.05%
$37.8K - $43.2K
42.3K $1.69M
Feb 10, 2023 Q4 2022
Weitzel Financial Services, Inc.

BUY
 -
1.19K
+ 1.77%
$36K - $41.2K
68.5K $2.74M
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

BUY
 -
1.19K
+ 5.84%
$35.8K - $40.9K
21.5K $859K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.17K
+ 6.61%
$35.4K - $40.4K
18.9K $757K
Feb 14, 2023 Q4 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.08K
New
$32.7K - $37.4K
1.08K $43.4K
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.06K
+ 2.75%
$32K - $36.6K
39.6K $1.58M
Feb 13, 2025 Q4 2022
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.03K
+ 6.0%
$31.2K - $35.7K
18.3K $730K
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
1.02K
+ 7.23%
$30.7K - $35.1K
15.1K $604K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.01K
+ 83.92%
$30.4K - $34.8K
2.21K $88.3K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1K
+ 11.83%
$30.3K - $34.6K
9.48K $379K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
989
+ 6.24%
$29.8K - $34.1K
16.8K $674K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
983
+ 0.97%
$29.7K - $33.9K
102K $4.09M
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
983
+ 0.97%
$29.7K - $33.9K
102K $4.09M
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
965
+ 7.89%
$29.1K - $33.3K
13.2K $528K
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

BUY
 -
960
+ 4.5%
$29K - $33.1K
22.3K $891K
Jan 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
929
+ 6.32%
$28K - $32.1K
15.6K $626K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
928
+ 17.19%
$28K - $32K
6.33K $253K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
901
+ 2.04%
$27.2K - $31.1K
45K $1.8M
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
879
New
$26.5K - $30.3K
879 $35.2K
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
855
New
$25.8K - $29.5K
855 $34.2K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
853
+ 3.83%
$25.7K - $29.4K
23.1K $926K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
810
+ 2793.1%
$24.4K - $28K
839 $33.6K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
785
+ 6.68%
$23.7K - $27.1K
12.5K $502K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
723
+ 12.06%
$21.8K - $25K
6.72K $269K
Jan 17, 2023 Q4 2022
Bridge Advisory, LLC

BUY
 -
700
+ 1.26%
$21.1K - $24.2K
56.2K $2.25M
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
698
New
$21.1K - $24.1K
698 $27.9K

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