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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.6K+ 14.38% |
$51.7K - $56.8K
|
12.8K
$501K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.6K+ 5.26% |
$51.7K - $56.8K
|
32.1K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.57K+ 7.12% |
$50.6K - $55.6K
|
23.6K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.55K+ 16.93% |
$50.1K - $55.1K
|
10.7K
$421K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.49K+ 6.83% |
$48K - $52.8K
|
23.3K
$915K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.48K+ 12.7% |
$47.7K - $52.4K
|
13.1K
$516K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.48K+ 3.72% |
$47.6K - $52.4K
|
41.2K
$1.62M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.47K+ 11.07% |
$47.4K - $52.1K
|
14.7K
$579K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.46K+ 40.4% |
$47K - $51.7K
|
5.07K
$199K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 16.55% |
$46.6K - $51.2K
|
10.2K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.43K+ 1.52% |
$46.1K - $50.6K
|
95.4K
$3.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 0.84% |
$45.2K - $49.6K
|
169K
$6.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.4K+ 2.01% |
$45.2K - $49.6K
|
71.1K
$2.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.39K+ 1.14% |
$44.9K - $49.4K
|
124K
$4.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.38K+ 3.16% |
$44.5K - $48.9K
|
45K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.34K+ 4.44% |
$43.3K - $47.6K
|
31.6K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.31K+ 4.13% |
$42.4K - $46.6K
|
33.1K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.28K+ 3.59% |
$41.4K - $45.5K
|
37K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.28K+ 11.14% |
$41.2K - $45.3K
|
12.7K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 4.32% |
$41K - $45.1K
|
30.7K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.24K+ 7.82% |
$40K - $44K
|
17.1K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.21K+ 1.1% |
$38.9K - $42.8K
|
110K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.2K+ 3.17% |
$38.8K - $42.7K
|
39.1K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.12K+ 9.87% |
$36K - $39.5K
|
12.4K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.1K+ 1.79% |
$35.5K - $39K
|
62.6K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.09K+ 7.71% |
$35.2K - $38.7K
|
15.2K
$598K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 0.72% |
$35K - $38.5K
|
151K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.06KNew |
$34.2K - $37.6K
|
1.06K
$41.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.02K+ 3.57% |
$33K - $36.2K
|
29.7K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.01K+ 8.88% |
$32.5K - $35.7K
|
12.3K
$484K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
926+ 8.24% |
$29.9K - $32.8K
|
12.2K
$478K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
909+ 2.05% |
$29.3K - $32.2K
|
45.4K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
896New |
$28.9K - $31.8K
|
896
$35.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
874+ 4.59% |
$28.2K - $31K
|
19.9K
$782K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
800+ 1.49% |
$25.8K - $28.4K
|
54.6K
$2.14M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
800New |
$25.8K - $28.4K
|
800
$31.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
771+ 0.54% |
$24.9K - $27.3K
|
143K
$5.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
761+ 8.61% |
$24.5K - $27K
|
9.6K
$377K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
748New |
$24.1K - $26.5K
|
748
$29.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
740+ 3.71% |
$23.9K - $26.2K
|
20.7K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
715New |
$23.1K - $25.4K
|
715
$28.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
674+ 1.07% |
$21.7K - $23.9K
|
63.8K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
661+ 19.86% |
$21.3K - $23.4K
|
3.99K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
660+ 2.26% |
$21.3K - $23.4K
|
29.8K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
660+ 0.66% |
$21.3K - $23.4K
|
101K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
645+ 2.37% |
$20.8K - $22.9K
|
27.9K
$1.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
640+ 5.4% |
$20.6K - $22.7K
|
12.5K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
558+ 0.55% |
$18K - $19.8K
|
102K
$3.99M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
556+ 8.29% |
$17.9K - $19.7K
|
7.26K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
525New |
$16.9K - $18.6K
|
525
$20.6K
|