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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14K+ 11.32% |
$451K - $495K
|
137K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
13.6K+ 98.72% |
$439K - $483K
|
27.4K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.6K+ 0.98% |
$438K - $481K
|
1.39M
$54.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13.4K+ 15.98% |
$434K - $477K
|
97.5K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
13.1K+ 17.78% |
$422K - $464K
|
86.7K
$3.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
12.9KNew |
$417K - $458K
|
12.9K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
12.8K+ 110.74% |
$414K - $456K
|
24.4K
$956K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
12.8K+ 188.24% |
$414K - $455K
|
19.6K
$768K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12.4KNew |
$400K - $439K
|
12.4K
$485K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.3KNew |
$396K - $435K
|
12.3K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.1KNew |
$391K - $430K
|
12.1K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
11.8K+ 3.75% |
$382K - $419K
|
328K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8K+ 55.77% |
$380K - $418K
|
32.9K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11.8KNew |
$379K - $417K
|
11.8K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$378K - $416K
|
11.7K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$370K - $407K
|
11.5K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.4K+ 53.55% |
$369K - $405K
|
32.8K
$1.28M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.9KNew |
$351K - $385K
|
10.9K
$425K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.4K+ 13.27% |
$337K - $370K
|
89.1K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$332K - $365K
|
10.3K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
10.1KNew |
$324K - $356K
|
10.1K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10K+ 10.74% |
$324K - $356K
|
103K
$4.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10KNew |
$323K - $355K
|
10K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.83K+ 2.05% |
$317K - $349K
|
489K
$19.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.76K+ 61.29% |
$315K - $346K
|
25.7K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.76K+ 7.0% |
$315K - $346K
|
149K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
9.65KNew |
$311K - $342K
|
9.65K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.42K+ 1.48% |
$304K - $334K
|
646K
$25.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.3KNew |
$300K - $330K
|
9.3K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.08K+ 4.32% |
$293K - $322K
|
219K
$8.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.05KNew |
$292K - $321K
|
9.05K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.03K+ 37.18% |
$291K - $320K
|
33.3K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.59K+ 7.07% |
$277K - $305K
|
130K
$5.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.52KNew |
$275K - $302K
|
8.52K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.51K+ 3.63% |
$275K - $302K
|
243K
$9.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.5KNew |
$274K - $301K
|
8.5K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.35K+ 7.05% |
$269K - $296K
|
127K
$4.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8.23K+ 4.42% |
$265K - $292K
|
194K
$7.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.2K+ 106.07% |
$264K - $291K
|
15.9K
$623K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.1KNew |
$261K - $287K
|
8.1K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
7.99KNew |
$258K - $283K
|
7.99K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.91KNew |
$255K - $281K
|
7.91K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.91K+ 73.92% |
$255K - $281K
|
18.6K
$728K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.83KNew |
$253K - $278K
|
7.83K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.72K+ 12.27% |
$249K - $274K
|
70.7K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 14.01% |
$249K - $273K
|
62.7K
$2.45M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.59K+ 1.62% |
$245K - $269K
|
476K
$18.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.55K+ 5.22% |
$244K - $268K
|
152K
$5.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.41K+ 100.09% |
$239K - $263K
|
14.8K
$579K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.34K+ 10.74% |
$237K - $260K
|
75.7K
$2.96M
|