Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
16.2KNew |
$2.74M - $3.01M
|
16.2K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15.4K+ 79.3% |
$2.6M - $2.86M
|
34.8K
$8.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.97K+ 18.3% |
$1.51M - $1.66M
|
58K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.66KNew |
$448K - $493K
|
2.66K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.03K+ 107.45% |
$343K - $377K
|
3.93K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 18.23% |
$273K - $301K
|
10.5K
$2.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15KNew |
$193K - $212K
|
1.15K
$289K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
812New |
$137K - $151K
|
812
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
573+ 22.73% |
$96.6K - $106K
|
3.09K
$782K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
394New |
$66.4K - $73.1K
|
394
$99.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70New |
$11.8K - $13K
|
70
$17.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56+ 2.94% |
$9.44K - $10.4K
|
1.96K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
40New |
$6.74K - $7.42K
|
40
$10.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.84% |
$2.36K - $2.6K
|
1.69K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 5.77% |
$506 - $557
|
55
$13.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.38% |
$169 - $186
|
266
$67.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-57- 2.21% |
$9.61K - $10.6K
|
2.52K
$638K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-106- 1.07% |
$17.9K - $19.7K
|
9.84K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-325- 4.27% |
$54.8K - $60.3K
|
7.28K
$1.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-532- 11.06% |
$89.7K - $98.7K
|
4.28K
$1.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 5.72% |
$259K - $285K
|
25.3K
$6.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3.06K- 18.39% |
$516K - $568K
|
13.6K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.73K- 82.35% |
$1.13M - $1.25M
|
1.44K
$365K
|