Purchases and Sales Made in Q1 2023 in Spdr Ser Tr S&P 1500 Momentum (MMTM)
This table provides information about the institutional ownership of Spdr Ser Tr S&P 1500 Momentum (MMTM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P 1500 MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
16.6KNew |
$2.69M - $2.89M
|
16.6K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.17KNew |
$1.32M - $1.42M
|
8.17K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.5K+ 39.05% |
$404K - $434K
|
8.89K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89KNew |
$306K - $328K
|
1.89K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$271K - $291K
|
1.68K
$423K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.56K+ 8.7% |
$252K - $270K
|
19.4K
$4.91M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.19K+ 58.59% |
$193K - $207K
|
3.23K
$816K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
720+ 2.75% |
$117K - $125K
|
26.9K
$6.78M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469+ 6.57% |
$75.9K - $81.4K
|
7.6K
$1.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
269New |
$43.5K - $46.7K
|
269
$68K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
265New |
$42.9K - $46K
|
265
$66.9K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$32.4K - $34.7K
|
200
$50.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55New |
$8.9K - $9.55K
|
55
$13.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
45New |
$7.28K - $7.81K
|
45
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 8.33% |
$647 - $694
|
52
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.68% |
$162 - $174
|
147
$37.1K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-17- 0.65% |
$2.75K - $2.95K
|
2.58K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1K- 28.44% |
$162K - $174K
|
2.52K
$637K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.51K- 42.2% |
$568K - $610K
|
4.81K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85.5K- 63.59% |
$13.8M - $14.9M
|
49K
$12.4M
|