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 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.08K+ 42.74% |
$132K - $145K
|
13.6K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.95K+ 36.94% |
$127K - $140K
|
14.6K
$575K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.87K+ 3.61% |
$125K - $137K
|
111K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.62K+ 5.3% |
$117K - $128K
|
71.8K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.61K+ 1.35% |
$116K - $128K
|
271K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.52K+ 46.64% |
$114K - $125K
|
11.1K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.47K+ 26.25% |
$112K - $123K
|
16.7K
$655K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.46K+ 3.35% |
$111K - $123K
|
107K
$4.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.45K+ 3.13% |
$111K - $122K
|
114K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.44KNew |
$111K - $122K
|
3.44K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.41K+ 49.44% |
$110K - $121K
|
10.3K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.39KNew |
$109K - $120K
|
3.39K
$133K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.24K+ 6.92% |
$104K - $115K
|
50K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.21K+ 17.05% |
$104K - $114K
|
22K
$866K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
3.19K+ 19.04% |
$103K - $113K
|
19.9K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.12K+ 7.1% |
$101K - $111K
|
47.1K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.09K+ 21.27% |
$99.6K - $110K
|
17.6K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.92K+ 1.74% |
$94.1K - $103K
|
170K
$6.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.9KNew |
$93.6K - $103K
|
2.9K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.83K+ 265.26% |
$91.1K - $100K
|
3.89K
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.82K+ 47.37% |
$91.1K - $100K
|
8.78K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.82K+ 3.94% |
$90.8K - $99.9K
|
74.2K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.68K+ 1.58% |
$86.5K - $95.1K
|
173K
$6.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.6K+ 1.96% |
$83.8K - $92.2K
|
135K
$5.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.48K+ 4.03% |
$80.1K - $88K
|
64.1K
$2.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.46K+ 36.13% |
$79.3K - $87.2K
|
9.27K
$364K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 4.61% |
$75.5K - $83K
|
53.2K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.34K+ 11.15% |
$75.4K - $82.9K
|
23.3K
$915K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.31K+ 1.63% |
$74.6K - $81.9K
|
144K
$5.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$74.3K - $81.7K
|
2.3K
$90.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.28K+ 1.98% |
$73.5K - $80.8K
|
117K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.26KNew |
$72.8K - $80K
|
2.26K
$88.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.18K+ 34.22% |
$70.3K - $77.3K
|
8.55K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.13K+ 46.64% |
$68.6K - $75.4K
|
6.69K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.11K+ 2.41% |
$68.1K - $74.9K
|
89.7K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 10.91% |
$64.3K - $70.7K
|
20.3K
$797K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.97K+ 24.17% |
$63.6K - $69.9K
|
10.1K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1.97KNew |
$63.6K - $69.9K
|
1.97K
$77.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.95K+ 0.49% |
$63K - $69.2K
|
403K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 3.92% |
$62K - $68.2K
|
51K
$2M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89K+ 19.25% |
$61.1K - $67.2K
|
11.7K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.81K+ 7.06% |
$58.4K - $64.2K
|
27.4K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.77K+ 5.07% |
$57.1K - $62.8K
|
36.7K
$1.44M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.74K+ 242.54% |
$56.1K - $61.7K
|
2.46K
$96.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 46.76% |
$54.6K - $60K
|
5.31K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.68K+ 4.42% |
$54.2K - $59.6K
|
39.7K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.67K+ 1.14% |
$53.7K - $59K
|
148K
$5.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.66K+ 1.33% |
$53.4K - $58.7K
|
126K
$4.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 21.79% |
$53.4K - $58.7K
|
9.25K
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.61K+ 26.0% |
$51.8K - $57K
|
7.79K
$306K
|