Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 20.37% |
$275K - $299K
|
32.8K
$2.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.96KNew |
$246K - $267K
|
4.96K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.94KNew |
$245K - $266K
|
4.94K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4.67KNew |
$231K - $252K
|
4.67K
$304K
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
4.66K+ 5.56% |
$231K - $251K
|
88.4K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.3KNew |
$213K - $232K
|
4.3K
$280K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.26K+ 177.01% |
$211K - $229K
|
6.66K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.22KNew |
$209K - $227K
|
4.22K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.16K+ 2.69% |
$206K - $224K
|
159K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.07KNew |
$201K - $219K
|
4.07K
$264K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.89K+ 221.02% |
$193K - $210K
|
5.65K
$368K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.86KNew |
$191K - $208K
|
3.86K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.84K+ 0.86% |
$190K - $207K
|
448K
$29.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.47KNew |
$172K - $187K
|
3.47K
$226K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.38K+ 12.64% |
$168K - $182K
|
30.1K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 27.6% |
$151K - $164K
|
14K
$914K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.8K+ 4.56% |
$139K - $151K
|
64.2K
$4.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 334.94% |
$131K - $143K
|
3.44K
$224K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.1K+ 11.18% |
$104K - $113K
|
20.9K
$1.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.8K+ 4.33% |
$89.1K - $96.9K
|
43.3K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.64K+ 2.15% |
$81.2K - $88.3K
|
77.7K
$5.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.49K+ 9.33% |
$73.9K - $80.4K
|
17.5K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.46K+ 29.04% |
$72.2K - $78.5K
|
6.48K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.41K+ 3.66% |
$70.1K - $76.2K
|
40K
$2.6M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 6.42% |
$64.4K - $70K
|
21.5K
$1.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 5.23% |
$57.9K - $63K
|
23.5K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.01K+ 13.39% |
$49.8K - $54.2K
|
8.51K
$554K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
958New |
$47.5K - $51.6K
|
958
$62.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
941+ 1.31% |
$46.6K - $50.7K
|
72.7K
$4.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
912+ 0.71% |
$45.2K - $49.2K
|
129K
$8.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
901+ 11.08% |
$44.6K - $48.6K
|
9.03K
$587K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
850+ 18.91% |
$42.1K - $45.8K
|
5.35K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
725+ 32.73% |
$35.9K - $39.1K
|
2.94K
$191K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
717+ 3.27% |
$35.5K - $38.6K
|
22.6K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
695+ 2.45% |
$34.4K - $37.5K
|
29.1K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
623+ 9.44% |
$30.9K - $33.6K
|
7.22K
$470K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
596+ 27.71% |
$29.5K - $32.1K
|
2.75K
$179K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
590+ 0.97% |
$29.2K - $31.8K
|
61.5K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
523+ 615.29% |
$25.9K - $28.2K
|
608
$39.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
490+ 12.13% |
$24.3K - $26.4K
|
4.53K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
488+ 11.22% |
$24.2K - $26.3K
|
4.84K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
400+ 0.94% |
$19.8K - $21.6K
|
42.9K
$2.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
393+ 99.49% |
$19.5K - $21.2K
|
788
$51.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
333+ 1.31% |
$16.5K - $17.9K
|
25.7K
$1.67M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
274+ 6.73% |
$13.6K - $14.8K
|
4.35K
$283K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
258+ 3.92% |
$12.8K - $13.9K
|
6.83K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
250+ 0.93% |
$12.4K - $13.5K
|
27.1K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
230+ 4.99% |
$11.4K - $12.4K
|
4.84K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
193New |
$9.56K - $10.4K
|
193
$12.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
150+ 0.92% |
$7.43K - $8.09K
|
16.4K
$1.07M
|