Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13.9K- 5.22% |
$448K - $492K
|
252K
$9.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-15.6K- 16.29% |
$503K - $553K
|
80.1K
$3.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-15.7K- 36.12% |
$508K - $558K
|
27.9K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-15.9K- 64.68% |
$512K - $563K
|
8.66K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-16K- 24.26% |
$516K - $567K
|
49.9K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16.1K- 7.25% |
$518K - $569K
|
205K
$8.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.2K- 18.28% |
$555K - $610K
|
76.9K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.3K- 34.46% |
$557K - $612K
|
32.8K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18K- 2.48% |
$580K - $638K
|
709K
$27.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.3K- 59.98% |
$656K - $721K
|
13.6K
$531K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.9K- 11.16% |
$674K - $741K
|
166K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 76.42% |
$725K - $797K
|
6.93K
$271K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23.2K- 16.49% |
$747K - $821K
|
117K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-23.7K- 3.73% |
$765K - $841K
|
612K
$23.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-24.2K- 4.52% |
$782K - $860K
|
512K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.7K- 0.27% |
$798K - $877K
|
9.16M
$358M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-25.3K- 12.49% |
$815K - $895K
|
177K
$6.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25.5K- 61.28% |
$824K - $905K
|
16.1K
$631K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25.7K- 60.01% |
$828K - $911K
|
17.1K
$670K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-26.4K- 16.29% |
$853K - $937K
|
136K
$5.32M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-27.1K- 17.81% |
$873K - $960K
|
125K
$4.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-27.2K- 41.72% |
$876K - $963K
|
37.9K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-28K- 9.55% |
$903K - $993K
|
265K
$10.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.6K- 11.52% |
$924K - $1.02M
|
220K
$8.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-30.2K- 87.24% |
$973K - $1.07M
|
4.41K
$173K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-30.4K- 27.75% |
$982K - $1.08M
|
79.3K
$3.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-36.8K- 39.77% |
$1.19M - $1.3M
|
55.7K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-37.2K- 56.21% |
$1.2M - $1.32M
|
29K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-37.6K- 17.72% |
$1.21M - $1.33M
|
175K
$6.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.5K- 36.99% |
$1.27M - $1.4M
|
67.3K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-40.7K- 30.45% |
$1.31M - $1.44M
|
92.9K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 8.88% |
$1.4M - $1.54M
|
446K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-45K- 2.24% |
$1.45M - $1.6M
|
1.96M
$76.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-59.1K- 10.1% |
$1.91M - $2.09M
|
526K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-61.6K- 65.43% |
$1.99M - $2.19M
|
32.6K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-64.1K- 30.29% |
$2.07M - $2.27M
|
148K
$5.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-68.7K- 49.1% |
$2.22M - $2.44M
|
71.2K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-84.3K- 20.7% |
$2.72M - $2.99M
|
323K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-89.1K- 7.38% |
$2.88M - $3.16M
|
1.12M
$43.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-93K- 17.98% |
$3M - $3.3M
|
424K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-93.3K- 13.8% |
$3.01M - $3.31M
|
583K
$22.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-98.5K- 11.28% |
$3.18M - $3.49M
|
775K
$30.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-101K- 18.18% |
$3.25M - $3.57M
|
453K
$17.7M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-105K- 13.58% |
$3.38M - $3.71M
|
666K
$26.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112K- 48.08% |
$3.6M - $3.95M
|
120K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-117K- 18.39% |
$3.77M - $4.14M
|
518K
$20.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-119K- 50.88% |
$3.82M - $4.2M
|
114K
$4.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-155K- 43.55% |
$4.99M - $5.48M
|
200K
$7.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-182K- 55.18% |
$5.87M - $6.45M
|
148K
$5.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-193K- 10.68% |
$6.22M - $6.84M
|
1.61M
$63M
|