Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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
Fairfield, Bush & Co.

Darien, CT
BUY
 -
83
New
$2.68K - $2.94K
83 $3.26K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
83
+ 0.44%
$2.68K - $2.94K
19.1K $752K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
57
+ 1.02%
$1.84K - $2.02K
5.63K $221K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

BUY
 -
53
+ 50.96%
$1.71K - $1.88K
157 $6.17K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
51
New
$1.65K - $1.81K
51 $2K
Feb 02, 2024 Q4 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
33
+ 0.44%
$1.06K - $1.17K
7.51K $295K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
27
New
$871 - $957
27 $1.06K
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
22
New
$710 - $780
22 $864
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
17
+ 0.12%
$548 - $603
14.5K $571K
Jan 26, 2024 Q4 2023
Stone Point Wealth LLC

BUY
 -
17
+ 0.22%
$548 - $603
7.66K $301K
Jan 29, 2024 Q4 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
13
+ 0.17%
$419 - $461
7.45K $293K
Feb 13, 2024 Q4 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
9
New
$290 - $319
9 $354
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
5
+ 0.82%
$161 - $177
613 $24.1K
Jan 04, 2024 Q4 2023
Lowe Wealth Advisors, LLC

BUY
 -
4
New
$129 - $142
4 $157
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
4
+ 1.55%
$129 - $142
262 $10.3K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
2
+ 1.54%
$64.5 - $70.9
132 $5.19K
Jan 02, 2024 Q4 2023
M&R Capital Management Inc

BUY
 -
1
+ 0.7%
$32.3 - $35.5
143 $5.62K
Jan 17, 2024 Q4 2023
Maryland Capital Advisors Inc.

SELL
 -
-3
- 6.25%
$96.8 - $106
45 $1.77K
Feb 12, 2024 Q4 2023
Tfo Tdc, LLC

SELL
 -
-3
- 25.0%
$96.8 - $106
9 $354
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-4
- 1.83%
$129 - $142
215 $8.45K
Jan 17, 2024 Q4 2023
Family Investment Center, Inc.

Saint Joseph, MO
SELL
 -
-5
- 0.02%
$161 - $177
26.5K $1.04M
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

SELL
 -
-6
- 0.13%
$194 - $213
4.78K $188K
Jan 26, 2024 Q4 2023
Prairie View Partners, LLC

SELL
 -
-21
- 2.79%
$677 - $745
733 $28.8K
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

SELL
 -
-21
- 0.05%
$677 - $745
39.6K $1.56M
Feb 06, 2024 Q4 2023
National Bank Of Canada

SELL
 -
-37
- 50.0%
$1.19K - $1.31K
37 $1.45K
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

SELL
 -
-49
- 0.19%
$1.58K - $1.74K
26.4K $1.04M
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
SELL
 -
-53
- 25.36%
$1.71K - $1.88K
156 $6.13K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-58
- 16.02%
$1.87K - $2.06K
304 $11.9K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-61
- 31.77%
$1.97K - $2.16K
131 $5.15K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

SELL
 -
-63
- 70.0%
$2.03K - $2.23K
27 $1.06K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-73
- 0.42%
$2.35K - $2.59K
17.5K $687K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
SELL
 -
-82
- 46.86%
$2.65K - $2.91K
93 $3.65K
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-89
- 0.7%
$2.87K - $3.16K
12.6K $494K
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

SELL
 -
-96
- 0.44%
$3.1K - $3.4K
21.9K $860K
Feb 14, 2024 Q4 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-103
- 1.46%
$3.32K - $3.65K
6.95K $273K
Jan 10, 2024 Q4 2023
City State Bank

Norwalk, IA
SELL
 -
-110
- 0.59%
$3.55K - $3.9K
18.6K $731K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-132
- 87.42%
$4.26K - $4.68K
19 $747
Feb 06, 2024 Q4 2023
Wescap Management Group, Inc.

Glendale, CA
SELL
 -
-154
- 0.24%
$4.97K - $5.46K
63.6K $2.5M
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

SELL
 -
-161
- 0.84%
$5.19K - $5.71K
19K $746K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

SELL
 -
-168
- 75.0%
$5.42K - $5.96K
56 $2.2K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-180
- 7.13%
$5.81K - $6.38K
2.34K $92.1K
Jan 23, 2024 Q4 2023
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-180
- 1.24%
$5.81K - $6.38K
14.4K $565K
Jan 26, 2024 Q4 2023
G&S Capital LLC

SELL
 -
-217
- 1.05%
$7K - $7.69K
20.5K $805K
Jan 19, 2024 Q4 2023
Iron Financial, LLC

SELL
 -
-220
- 0.73%
$7.1K - $7.8K
29.9K $1.17M
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

SELL
 -
-220
- 33.28%
$7.1K - $7.8K
441 $17.3K
Feb 01, 2024 Q4 2023
Diversified, LLC

SELL
 -
-227
- 1.64%
$7.32K - $8.05K
13.6K $535K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-230
- 4.83%
$7.42K - $8.16K
4.53K $178K
Jan 18, 2024 Q4 2023
Ritholtz Wealth Management

SELL
 -
-236
- 0.61%
$7.61K - $8.37K
38.6K $1.52M
Feb 05, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-239
- 16.05%
$7.71K - $8.47K
1.25K $49.1K

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