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 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-334- 22.8% |
$10.1K - $11.5K
|
1.13K
$45.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-388- 2.43% |
$11.7K - $13.4K
|
15.6K
$624K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-418Closed |
$12.6K - $14.4K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-467- 4.12% |
$14.1K - $16.1K
|
10.9K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-484- 0.08% |
$14.6K - $16.7K
|
639K
$25.6M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-485- 72.17% |
$14.6K - $16.7K
|
187
$7.48K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-519- 6.92% |
$15.7K - $17.9K
|
6.98K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-559- 38.98% |
$16.9K - $19.3K
|
875
$35K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-572- 2.92% |
$17.3K - $19.7K
|
19K
$761K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-607- 6.95% |
$18.3K - $20.9K
|
8.12K
$325K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-629- 1.04% |
$19K - $21.7K
|
59.7K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-646- 6.62% |
$19.5K - $22.3K
|
9.12K
$365K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-646- 6.5% |
$19.5K - $22.3K
|
9.3K
$372K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-683- 1.31% |
$20.6K - $23.6K
|
51.6K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-704- 3.59% |
$21.2K - $24.3K
|
18.9K
$756K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-732- 7.83% |
$22.1K - $25.3K
|
8.62K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-735- 19.24% |
$22.2K - $25.4K
|
3.09K
$123K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-740- 0.82% |
$22.3K - $25.5K
|
89.5K
$3.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-757- 1.67% |
$22.8K - $26.1K
|
44.6K
$1.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-787- 4.19% |
$23.8K - $27.2K
|
18K
$720K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-795- 78.4% |
$24K - $27.4K
|
219
$8.76K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-807- 25.52% |
$24.4K - $27.8K
|
2.36K
$94.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-916- 3.45% |
$27.6K - $31.6K
|
25.6K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-938- 2.08% |
$28.3K - $32.4K
|
44.2K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-951- 4.78% |
$28.7K - $32.8K
|
19K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-987- 82.59% |
$29.8K - $34.1K
|
208
$8.32K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-994- 1.75% |
$30K - $34.3K
|
55.9K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-996- 19.74% |
$30.1K - $34.4K
|
4.05K
$162K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.01K- 61.02% |
$30.6K - $35K
|
647
$25.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 6.04% |
$31.1K - $35.6K
|
16K
$641K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.16K- 11.55% |
$35K - $40.1K
|
8.89K
$356K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.21K- 5.63% |
$36.5K - $41.7K
|
20.2K
$810K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.33K- 1.44% |
$40.2K - $45.9K
|
91K
$3.64M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.35K- 3.88% |
$40.7K - $46.5K
|
33.4K
$1.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.36K- 1.04% |
$40.9K - $46.8K
|
129K
$5.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.39K- 1.56% |
$41.9K - $47.9K
|
87.8K
$3.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-1.39K- 2.79% |
$41.9K - $47.9K
|
48.4K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.42K- 1.55% |
$42.8K - $48.9K
|
89.7K
$3.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.43K- 15.2% |
$43.1K - $49.2K
|
7.96K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.52K- 1.81% |
$45.8K - $52.4K
|
82.6K
$3.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.59K- 6.4% |
$47.8K - $54.7K
|
23.2K
$927K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.59K- 19.1% |
$48K - $54.9K
|
6.73K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 9.9% |
$48.3K - $55.2K
|
14.6K
$583K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.66K- 6.71% |
$50.1K - $57.3K
|
23.1K
$924K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.69K- 11.39% |
$50.9K - $58.1K
|
13.1K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.71K- 12.85% |
$51.5K - $58.9K
|
11.6K
$463K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.88K- 4.73% |
$56.8K - $64.9K
|
37.9K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.92K- 2.92% |
$58K - $66.3K
|
63.9K
$2.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.03K- 11.86% |
$61.3K - $70.1K
|
15.1K
$604K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.27K- 95.93% |
$68.4K - $78.2K
|
96
$3.84K
|