Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
203M+ 87882.7% |
$6.12B - $7B
|
203M
$8.1B
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.54M+ 37.2% |
$107M - $122M
|
13M
$520M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.26M+ 48.81% |
$68.1M - $77.9M
|
6.88M
$274M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.83MNew |
$55.2M - $63.1M
|
1.83M
$72.9M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.72MNew |
$51.8M - $59.2M
|
1.72M
$68.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.65MNew |
$49.8M - $56.9M
|
1.65M
$65.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
944K+ 1847.16% |
$28.5M - $32.6M
|
995K
$39.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
908K+ 4.08% |
$27.4M - $31.3M
|
23.2M
$924M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
823K+ 139.5% |
$24.8M - $28.4M
|
1.41M
$56.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
788K+ 14.96% |
$23.8M - $27.2M
|
6.06M
$241M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
768K+ 243.78% |
$23.2M - $26.5M
|
1.08M
$43.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
725K+ 22.36% |
$21.9M - $25M
|
3.97M
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
538KNew |
$16.2M - $18.6M
|
538K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
496K+ 65.88% |
$15M - $17.1M
|
1.25M
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
422KNew |
$12.7M - $14.6M
|
422K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
412K+ 31.05% |
$12.4M - $14.2M
|
1.74M
$69.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
393K+ 28.18% |
$11.9M - $13.6M
|
1.79M
$71.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
385KNew |
$11.6M - $13.3M
|
385K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
369K+ 88.83% |
$11.1M - $12.7M
|
783K
$31.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
352K+ 13.68% |
$10.6M - $12.1M
|
2.92M
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
335K+ 175.09% |
$10.1M - $11.5M
|
526K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293K+ 1357.4% |
$8.85M - $10.1M
|
315K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
277K+ 39.96% |
$8.35M - $9.55M
|
969K
$38.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
267KNew |
$8.05M - $9.21M
|
267K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
257K+ 10.12% |
$7.75M - $8.86M
|
2.8M
$111M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
257K+ 86.25% |
$7.75M - $8.86M
|
554K
$22.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
254K+ 219.35% |
$7.66M - $8.76M
|
369K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
246KNew |
$7.43M - $8.5M
|
246K
$9.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
241K+ 365.5% |
$7.26M - $8.3M
|
306K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 14.01% |
$5.97M - $6.83M
|
1.61M
$64.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
192K+ 36.11% |
$5.79M - $6.63M
|
724K
$28.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
172K+ 1036.75% |
$5.19M - $5.94M
|
189K
$7.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
170KNew |
$5.14M - $5.88M
|
170K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
170K+ 90.96% |
$5.14M - $5.87M
|
357K
$14.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
165K+ 821.87% |
$4.98M - $5.69M
|
185K
$7.38M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
165K+ 266.75% |
$4.97M - $5.68M
|
226K
$9.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
161K+ 703.75% |
$4.86M - $5.56M
|
184K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
155KNew |
$4.69M - $5.36M
|
155K
$6.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
134KNew |
$4.06M - $4.64M
|
134K
$5.36M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
132KNew |
$3.99M - $4.56M
|
132K
$5.27M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
131K+ 154.46% |
$3.94M - $4.5M
|
215K
$8.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
128K+ 8.22% |
$3.87M - $4.43M
|
1.69M
$67.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
127KNew |
$3.82M - $4.37M
|
127K
$5.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
119KNew |
$3.61M - $4.12M
|
119K
$4.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
119K+ 98.93% |
$3.59M - $4.11M
|
239K
$9.54M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
114KNew |
$3.43M - $3.92M
|
114K
$4.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
109K+ 176.37% |
$3.29M - $3.76M
|
171K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107K+ 624.45% |
$3.23M - $3.69M
|
124K
$4.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
105K+ 532.48% |
$3.18M - $3.63M
|
125K
$4.98M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102K+ 62.56% |
$3.09M - $3.53M
|
266K
$10.6M
|