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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
150+ 0.92% |
$7.43K - $8.09K
|
16.4K
$987K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
115+ 2.22% |
$5.7K - $6.2K
|
5.3K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
108New |
$5.35K - $5.82K
|
108
$6.49K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
108New |
$5.35K - $5.82K
|
108
$6.49K
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
103+ 0.09% |
$5.1K - $5.55K
|
113K
$6.82M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 8.07% |
$4.96K - $5.39K
|
1.34K
$80.5K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75New |
$3.72K - $4.04K
|
75
$4.51K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71+ 0.99% |
$3.52K - $3.83K
|
7.23K
$434K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
58+ 0.7% |
$2.87K - $3.13K
|
8.31K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
43+ 0.33% |
$2.13K - $2.32K
|
13.3K
$797K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25+ 0.23% |
$1.24K - $1.35K
|
11.1K
$666K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
20+ 0.59% |
$991 - $1.08K
|
3.44K
$206K
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
18New |
$892 - $970
|
18
$1.08K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15New |
$743 - $809
|
15
$902
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 60.0% |
$595 - $647
|
32
$1.92K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.34% |
$297 - $323
|
1.78K
$107K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.14% |
$149 - $162
|
2.1K
$126K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.18% |
$149 - $162
|
1.69K
$102K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$99.1 - $108
|
698
$41.9K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.3% |
$99.1 - $108
|
662
$39.8K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$99.1 - $108
|
698
$41.9K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$49.6 - $53.9
|
474
$28.5K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.9% |
$49.6 - $53.9
|
112
$6.73K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.9
|
6.53K
$393K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 1.08% |
$347 - $377
|
643
$38.6K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.34% |
$396 - $431
|
2.33K
$140K
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-18- 0.37% |
$892 - $970
|
4.78K
$287K
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-23- 0.04% |
$1.14K - $1.24K
|
55.3K
$3.32M
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-44- 0.68% |
$2.18K - $2.37K
|
6.47K
$389K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-45- 0.41% |
$2.23K - $2.43K
|
11K
$662K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-50- 98.04% |
$2.48K - $2.7K
|
1
$60.1
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-57- 1.02% |
$2.82K - $3.07K
|
5.54K
$333K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-83- 0.14% |
$4.11K - $4.47K
|
59.8K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-84- 0.47% |
$4.16K - $4.53K
|
17.9K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-85- 23.61% |
$4.21K - $4.58K
|
275
$16.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-117- 5.24% |
$5.8K - $6.31K
|
2.12K
$127K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-117- 2.15% |
$5.8K - $6.31K
|
5.33K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-118- 87.41% |
$5.85K - $6.36K
|
17
$1.02K
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-120- 1.72% |
$5.95K - $6.47K
|
6.86K
$412K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150- 0.62% |
$7.43K - $8.09K
|
23.9K
$1.43M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 0.96% |
$12K - $13K
|
24.9K
$1.5M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 33.19% |
$14.9K - $16.2K
|
604
$36.3K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-321- 1.47% |
$15.9K - $17.3K
|
21.6K
$1.3M
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-323- 0.45% |
$16K - $17.4K
|
70.7K
$4.25M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-336- 1.14% |
$16.6K - $18.1K
|
29.2K
$1.75M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-388- 3.42% |
$19.2K - $20.9K
|
11K
$659K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-450- 49.61% |
$22.3K - $24.3K
|
457
$27.5K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 78.74% |
$24.8K - $27K
|
135
$8.11K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-508- 94.95% |
$25.2K - $27.4K
|
27
$1.62K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-563- 7.29% |
$27.9K - $30.3K
|
7.16K
$430K
|