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 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 14.25% |
$913K - $1M
|
227K
$8.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.1K+ 12.77% |
$908K - $998K
|
249K
$9.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.5KNew |
$886K - $974K
|
27.5K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
27.1K+ 173.37% |
$875K - $961K
|
42.8K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
26.1K+ 49.94% |
$842K - $925K
|
78.3K
$3.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.9KNew |
$837K - $920K
|
25.9K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
24.3K+ 27.73% |
$783K - $861K
|
112K
$4.39M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
24.1KNew |
$776K - $853K
|
24.1K
$945K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
23K+ 1.64% |
$741K - $815K
|
1.42M
$55.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.5K+ 64.52% |
$727K - $800K
|
57.5K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.1K+ 204.08% |
$680K - $748K
|
31.4K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
20.9KNew |
$673K - $740K
|
20.9K
$820K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20.8KNew |
$671K - $737K
|
20.8K
$817K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 4.34% |
$667K - $733K
|
496K
$19.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
20.4KNew |
$658K - $723K
|
20.4K
$802K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
20.3K+ 8.03% |
$656K - $721K
|
274K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
20K+ 3.21% |
$645K - $709K
|
643K
$25.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
19KNew |
$614K - $675K
|
19K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.9K+ 130.32% |
$611K - $671K
|
33.5K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
18.6K+ 14.68% |
$600K - $660K
|
145K
$5.71M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
18.1K+ 57.23% |
$583K - $641K
|
49.7K
$1.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
18.1K+ 57.23% |
$583K - $641K
|
49.7K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
17.7K+ 3.2% |
$572K - $629K
|
572K
$22.5M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
17.7KNew |
$569K - $626K
|
17.7K
$694K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17.6K+ 18.54% |
$568K - $624K
|
113K
$4.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17.3KNew |
$557K - $612K
|
17.3K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.2K+ 15.24% |
$555K - $611K
|
130K
$5.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.1KNew |
$551K - $605K
|
17.1K
$671K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.9KNew |
$544K - $598K
|
16.9K
$662K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
16.5KNew |
$532K - $585K
|
16.5K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.5KNew |
$532K - $585K
|
16.5K
$648K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
16.4K+ 2.89% |
$528K - $581K
|
582K
$22.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.3K+ 44.33% |
$527K - $579K
|
53.2K
$2.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.3K+ 3.49% |
$525K - $577K
|
483K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.8K+ 30.74% |
$508K - $559K
|
67K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5KNew |
$499K - $548K
|
15.5K
$607K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 41.3% |
$489K - $538K
|
51.9K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.1KNew |
$488K - $537K
|
15.1K
$595K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 7.87% |
$481K - $529K
|
204K
$8.03M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14.7K+ 64.35% |
$474K - $521K
|
37.5K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.6K+ 18.17% |
$471K - $518K
|
95K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
14.4KNew |
$465K - $511K
|
14.4K
$566K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$464K - $510K
|
14.4K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14.3KNew |
$462K - $508K
|
14.3K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.2KNew |
$460K - $505K
|
14.2K
$560K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14.2KNew |
$459K - $505K
|
14.2K
$559K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
14.2K+ 8.56% |
$459K - $505K
|
181K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.1K+ 360.03% |
$456K - $501K
|
18.1K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 3.45% |
$455K - $500K
|
423K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
14KNew |
$452K - $497K
|
14K
$550K
|