Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.35K+ 55.43% |
$104K - $129K
|
6.58K
$376K
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 9.56% |
$81.9K - $102K
|
21.3K
$1.21M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 14.28% |
$52.1K - $64.6K
|
9.43K
$539K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$44.2K - $54.8K
|
1K
$57.1K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$44.2K - $54.8K
|
1K
$57.1K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
994+ 497.0% |
$43.9K - $54.5K
|
1.19K
$68.2K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
721+ 16.77% |
$31.8K - $39.5K
|
5.02K
$287K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
710New |
$31.4K - $38.9K
|
710
$40.6K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
676+ 2.41% |
$29.9K - $37K
|
28.7K
$1.64M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
676+ 1.6% |
$29.9K - $37K
|
43K
$2.46M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
610+ 25.1% |
$26.9K - $33.4K
|
3.04K
$174K
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
590+ 9.08% |
$26.1K - $32.3K
|
7.09K
$405K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
570+ 2.53% |
$25.2K - $31.2K
|
23.1K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
550New |
$24.3K - $30.1K
|
550
$31.4K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
525+ 111.7% |
$23.2K - $28.8K
|
995
$56.8K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
520+ 15.14% |
$23K - $28.5K
|
3.96K
$226K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
482+ 2.29% |
$21.3K - $26.4K
|
21.5K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
477+ 4.65% |
$21.1K - $26.1K
|
10.7K
$614K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
457+ 1.4% |
$20.2K - $25K
|
33.1K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
325New |
$14.4K - $17.8K
|
325
$18.6K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
300New |
$13.3K - $16.4K
|
300
$17.1K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
295New |
$13K - $16.2K
|
295
$16.9K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
279+ 0.19% |
$12.3K - $15.3K
|
149K
$8.49M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
268+ 3.97% |
$11.8K - $14.7K
|
7.01K
$401K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
230+ 4.81% |
$10.2K - $12.6K
|
5.01K
$286K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
200New |
$8.83K - $11K
|
200
$11.4K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
135+ 84.38% |
$5.96K - $7.4K
|
295
$16.9K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
106New |
$4.68K - $5.81K
|
106
$6.06K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
102New |
$4.51K - $5.59K
|
102
$5.83K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 0.31% |
$4.42K - $5.48K
|
31.9K
$1.82M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100New |
$4.42K - $5.48K
|
100
$5.71K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
92+ 0.71% |
$4.06K - $5.04K
|
13.1K
$750K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82+ 1.61% |
$3.62K - $4.49K
|
5.18K
$296K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
80New |
$3.53K - $4.38K
|
80
$4.57K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
55New |
$2.43K - $3.01K
|
55
$3.14K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
40New |
$1.77K - $2.19K
|
40
$2.29K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 2.62% |
$663 - $822
|
587
$33.5K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14+ 0.23% |
$618 - $767
|
6.14K
$351K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.69% |
$530 - $657
|
1.76K
$100K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11+ 0.17% |
$486 - $603
|
6.5K
$371K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.1% |
$442 - $548
|
10K
$571K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.45% |
$353 - $438
|
1.77K
$101K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$265 - $329
|
791
$45.2K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.79% |
$221 - $274
|
638
$36.4K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
4New |
$177 - $219
|
4
$229
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.64% |
$133 - $164
|
470
$26.9K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.11% |
$44.2 - $54.8
|
887
$50.7K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1+ 0.02% |
$44.2 - $54.8
|
6.52K
$372K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 0.36% |
$177 - $219
|
1.11K
$63.2K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11- 26.19% |
$486 - $603
|
31
$1.77K
|