Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.98K+ 3.17% |
$98.8K - $106K
|
96.9K
$3.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.98K+ 3.99% |
$98.8K - $106K
|
77.5K
$3.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.97K+ 20.07% |
$98.4K - $106K
|
17.7K
$707K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.96K+ 24.08% |
$98.2K - $106K
|
15.2K
$608K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.88K+ 1.83% |
$95.5K - $103K
|
160K
$6.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 3.32% |
$90.7K - $97.6K
|
84.9K
$3.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.67KNew |
$88.7K - $95.5K
|
2.67K
$106K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.62K+ 3.04% |
$86.9K - $93.5K
|
88.6K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 33.25% |
$85.6K - $92.2K
|
10.3K
$412K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.57K+ 6.64% |
$85.4K - $91.9K
|
41.3K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.45K+ 28.16% |
$81.3K - $87.5K
|
11.1K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2.42K+ 17.36% |
$80.4K - $86.6K
|
16.4K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.39K+ 1.19% |
$79.2K - $85.3K
|
204K
$8.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.31K+ 25.85% |
$76.6K - $82.5K
|
11.2K
$448K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.25K+ 11.6% |
$74.6K - $80.3K
|
21.6K
$861K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.16K+ 5.56% |
$71.5K - $77K
|
40.9K
$1.63M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.08K+ 7.23% |
$69K - $74.3K
|
30.8K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.08K+ 7.23% |
$69K - $74.3K
|
30.8K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.07K+ 18.92% |
$68.7K - $74K
|
13K
$518K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.04K+ 2.03% |
$67.8K - $73K
|
103K
$4.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.98KNew |
$65.6K - $70.6K
|
1.98K
$78.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.97K+ 7.41% |
$65.4K - $70.4K
|
28.5K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.96KNew |
$65.2K - $70.2K
|
1.96K
$78.3K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.96K+ 1.64% |
$65.1K - $70.1K
|
121K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 74.05% |
$61.4K - $66.1K
|
4.35K
$173K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.84K+ 17.51% |
$61.2K - $65.9K
|
12.4K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.72K+ 18.67% |
$57K - $61.4K
|
10.9K
$435K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.67K+ 5.79% |
$55.3K - $59.5K
|
30.4K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.63K+ 18.85% |
$54.2K - $58.3K
|
10.3K
$410K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.6K+ 18.92% |
$53.3K - $57.3K
|
10.1K
$402K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.46% |
$50.4K - $54.3K
|
63.3K
$2.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.48K+ 5.83% |
$49.3K - $53.1K
|
26.9K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.44KNew |
$47.8K - $51.5K
|
1.44K
$57.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.37K+ 57.18% |
$45.5K - $48.9K
|
3.76K
$150K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 208.41% |
$45.3K - $48.7K
|
2.02K
$80.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 208.41% |
$45.3K - $48.7K
|
2.02K
$80.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 1.1% |
$44.2K - $47.6K
|
123K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 6.86% |
$44K - $47.3K
|
20.6K
$822K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.25K+ 2.25% |
$41.3K - $44.5K
|
56.6K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.2K+ 14.85% |
$39.9K - $43K
|
9.3K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 1.41% |
$39K - $42K
|
84.2K
$3.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
1.17K+ 1.18% |
$38.9K - $41.9K
|
101K
$4.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.14K+ 1.54% |
$37.9K - $40.8K
|
75.4K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.14K+ 14.04% |
$37.9K - $40.8K
|
9.27K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.12K+ 1.94% |
$37.3K - $40.1K
|
59.1K
$2.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.1K+ 128.54% |
$36.5K - $39.3K
|
1.95K
$77.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.09K+ 0.7% |
$36.3K - $39.1K
|
156K
$6.24M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.07K+ 0.99% |
$35.5K - $38.3K
|
109K
$4.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.05K+ 2.68% |
$34.9K - $37.6K
|
40.3K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.03K+ 1.66% |
$34.2K - $36.9K
|
63.1K
$2.51M
|