Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
26.1KNew |
$4.05M - $4.61M
|
26.1K
$6.93M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.53KNew |
$547K - $622K
|
3.53K
$937K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 2.04% |
$417K - $474K
|
135K
$35.7M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.16K+ 13.74% |
$335K - $381K
|
17.9K
$4.74M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.07KNew |
$320K - $364K
|
2.07K
$548K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.04KNew |
$316K - $359K
|
2.04K
$541K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
825New |
$128K - $145K
|
825
$219K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
545New |
$84.5K - $96.1K
|
545
$145K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
398+ 6.64% |
$61.7K - $70.2K
|
6.39K
$1.7M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
191+ 4.23% |
$29.6K - $33.7K
|
4.71K
$1.25M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
165+ 103.77% |
$25.6K - $29.1K
|
324
$85.9K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114+ 1.39% |
$17.7K - $20.1K
|
8.32K
$2.21M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 9.6% |
$1.86K - $2.12K
|
137
$36.3K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 17.07% |
$1.09K - $1.23K
|
48
$12.7K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.68% |
$155 - $176
|
148
$39.3K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-65- 2.44% |
$10.1K - $11.5K
|
2.6K
$689K
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-97- 7.39% |
$15K - $17.1K
|
1.22K
$322K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-137- 1.88% |
$21.2K - $24.2K
|
7.14K
$1.89M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 3.5% |
$22.8K - $25.9K
|
4.06K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 7.85% |
$46.5K - $52.9K
|
3.52K
$934K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.95K- 50.01% |
$1.54M - $1.75M
|
9.94K
$2.64M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10K- 56.4% |
$1.55M - $1.76M
|
7.73K
$2.05M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10K- 56.4% |
$1.55M - $1.76M
|
7.73K
$2.05M
|