Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Spdr S&P Metals & (XME)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Metals & (XME) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P METALS & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.26K+ 4.4% |
$68.9K - $76K
|
29.9K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.21K+ 120.22% |
$66.2K - $73.1K
|
2.22K
$128K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 3.95% |
$61.2K - $67.5K
|
29.5K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.11KNew |
$60.7K - $67K
|
1.11K
$64K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1KNew |
$54.6K - $60.3K
|
1K
$57.6K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1KNew |
$54.6K - $60.3K
|
1K
$57.6K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
841+ 6.17% |
$45.9K - $50.7K
|
14.5K
$834K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
835+ 9.09% |
$45.6K - $50.3K
|
10K
$577K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
695+ 72.77% |
$38K - $41.9K
|
1.65K
$95.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
687+ 11.13% |
$37.5K - $41.4K
|
6.86K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
615+ 1.93% |
$33.6K - $37.1K
|
32.5K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
557+ 1.95% |
$30.4K - $33.6K
|
29.2K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
508+ 2.94% |
$27.7K - $30.6K
|
17.8K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
459+ 22.64% |
$25.1K - $27.7K
|
2.49K
$143K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
294+ 2.37% |
$16.1K - $17.7K
|
12.7K
$730K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
253+ 5.36% |
$13.8K - $15.3K
|
4.98K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
235+ 0.95% |
$12.8K - $14.2K
|
25.1K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
227+ 4.83% |
$12.4K - $13.7K
|
4.92K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
205New |
$11.2K - $12.4K
|
205
$11.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
198+ 3.44% |
$10.8K - $11.9K
|
5.96K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
165+ 3.2% |
$9.01K - $9.95K
|
5.32K
$306K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
164+ 1.54% |
$8.96K - $9.89K
|
10.8K
$625K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
102+ 0.35% |
$5.57K - $6.15K
|
28.9K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82+ 4.28% |
$4.48K - $4.94K
|
2K
$115K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 8.24% |
$2.08K - $2.29K
|
499
$28.8K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
25New |
$1.37K - $1.51K
|
25
$1.44K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
24+ 0.18% |
$1.31K - $1.45K
|
13.3K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 1500.0% |
$819 - $904
|
16
$922
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10+ 1.64% |
$546 - $603
|
618
$35.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.14% |
$328 - $362
|
4.34K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$164 - $181
|
3
$173
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.12% |
$109 - $121
|
1.7K
$97.7K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.17% |
$109 - $121
|
1.17K
$67.1K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$54.6 - $60.3
|
476
$27.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1+ 0.11% |
$54.6 - $60.3
|
908
$52.3K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$54.6 - $60.3
|
1
$57.6
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1+ 0.01% |
$54.6 - $60.3
|
10.2K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11- 35.48% |
$601 - $663
|
20
$1.15K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35- 0.31% |
$1.91K - $2.11K
|
11.1K
$639K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-36- 1.01% |
$1.97K - $2.17K
|
3.52K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 4.27% |
$2.51K - $2.77K
|
1.03K
$59.4K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 2.76% |
$2.57K - $2.83K
|
1.66K
$95.5K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-47- 0.67% |
$2.57K - $2.83K
|
6.92K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-60- 53.57% |
$3.28K - $3.62K
|
52
$3K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-80- 10.26% |
$4.37K - $4.82K
|
700
$40.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-147- 23.6% |
$8.03K - $8.86K
|
476
$27.4K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-150- 2.11% |
$8.19K - $9.04K
|
6.96K
$401K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 82.94% |
$9.56K - $10.5K
|
36
$2.07K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-191- 4.48% |
$10.4K - $11.5K
|
4.07K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-225- 3.16% |
$12.3K - $13.6K
|
6.89K
$397K
|