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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
86.4KNew |
$2.79M - $3.06M
|
86.4K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
85.1KNew |
$2.75M - $3.02M
|
85.1K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
84KNew |
$2.71M - $2.98M
|
84K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
80.1KNew |
$2.58M - $2.84M
|
80.1K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
77.9KNew |
$2.51M - $2.76M
|
77.9K
$3.05M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$2.5M - $2.75M
|
77.5K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
74.5KNew |
$2.4M - $2.64M
|
74.5K
$2.91M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
73.9KNew |
$2.38M - $2.62M
|
73.9K
$2.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
73KNew |
$2.36M - $2.59M
|
73K
$2.86M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
69.4K+ 178.49% |
$2.24M - $2.46M
|
108K
$4.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
69.1KNew |
$2.23M - $2.45M
|
69.1K
$2.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
68K+ 162.54% |
$2.19M - $2.41M
|
110K
$4.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
64.9K+ 37.91% |
$2.09M - $2.3M
|
236K
$9.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
64.6K+ 98.29% |
$2.08M - $2.29M
|
130K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
64.5K+ 16.74% |
$2.08M - $2.29M
|
450K
$17.6M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
62.9K+ 12.36% |
$2.03M - $2.23M
|
572K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
60.5KNew |
$1.95M - $2.15M
|
60.5K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
60.3KNew |
$1.95M - $2.14M
|
60.3K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.7KNew |
$1.93M - $2.12M
|
59.7K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59.3K+ 838.69% |
$1.91M - $2.1M
|
66.4K
$2.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
57.5K+ 112.78% |
$1.85M - $2.04M
|
108K
$4.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.1K+ 29.83% |
$1.84M - $2.03M
|
249K
$9.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.9K+ 3.93% |
$1.84M - $2.02M
|
1.51M
$58.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
56.4K+ 65.99% |
$1.82M - $2M
|
142K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
54.7KNew |
$1.76M - $1.94M
|
54.7K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
54.6K+ 36.95% |
$1.76M - $1.94M
|
202K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.7K+ 14.4% |
$1.73M - $1.9M
|
427K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.5K+ 13.4% |
$1.6M - $1.76M
|
419K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.6K+ 2356.39% |
$1.53M - $1.69M
|
49.6K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
47.2K+ 29.63% |
$1.52M - $1.67M
|
206K
$8.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45.5K+ 80.91% |
$1.47M - $1.61M
|
102K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
45.4KNew |
$1.47M - $1.61M
|
45.4K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
41.7KNew |
$1.35M - $1.48M
|
41.7K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
41.4K+ 13.83% |
$1.33M - $1.47M
|
340K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
39.7KNew |
$1.28M - $1.41M
|
39.7K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.4K+ 7.31% |
$1.27M - $1.4M
|
579K
$22.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
37.8K+ 12.41% |
$1.22M - $1.34M
|
343K
$13.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
37.6K+ 6.84% |
$1.21M - $1.33M
|
587K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.3K+ 10.16% |
$1.2M - $1.32M
|
405K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
37.1K+ 2.95% |
$1.2M - $1.32M
|
1.29M
$50.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
36.6KNew |
$1.18M - $1.3M
|
36.6K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
34.9KNew |
$1.13M - $1.24M
|
34.9K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
34.3K+ 7.97% |
$1.11M - $1.21M
|
464K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
34.1KNew |
$1.1M - $1.21M
|
34.1K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
33KNew |
$1.07M - $1.17M
|
33K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
30.4K+ 292.07% |
$981K - $1.08M
|
40.8K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.9K+ 17.36% |
$964K - $1.06M
|
202K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
29.2K+ 303.65% |
$940K - $1.03M
|
38.8K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
29KNew |
$936K - $1.03M
|
29K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
28.7KNew |
$925K - $1.02M
|
28.7K
$1.12M
|