Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-73.2K- 92.54% |
$2.38M - $2.67M
|
5.9K
$235K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-86.9K- 34.69% |
$2.82M - $3.17M
|
164K
$6.52M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-87.7K- 31.27% |
$2.85M - $3.2M
|
193K
$7.69M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-130K- 16.54% |
$4.21M - $4.72M
|
654K
$26.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-158K- 8.95% |
$5.14M - $5.77M
|
1.61M
$64.2M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-212K- 11.86% |
$6.89M - $7.72M
|
1.57M
$62.8M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-215K- 19.81% |
$6.97M - $7.82M
|
868K
$34.6M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-226K- 50.64% |
$7.33M - $8.22M
|
220K
$8.76M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-313K- 90.51% |
$10.2M - $11.4M
|
32.8K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-416K- 35.78% |
$13.5M - $15.1M
|
746K
$29.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-445K- 35.62% |
$14.4M - $16.2M
|
804K
$32M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-874K- 87.82% |
$28.4M - $31.8M
|
121K
$4.83M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.78M- 97.36% |
$57.8M - $64.9M
|
48.3K
$1.93M
|