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 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.54K- 2.01% |
$76.5K - $87.5K
|
124K
$4.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.55K- 12.63% |
$77K - $88.1K
|
17.7K
$707K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.63K- 10.13% |
$79.4K - $90.8K
|
23.3K
$934K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.64K- 15.4% |
$79.6K - $91K
|
14.5K
$580K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.68K- 41.78% |
$80.9K - $92.5K
|
3.73K
$149K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.68K- 5.53% |
$80.9K - $92.6K
|
45.8K
$1.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.76K- 2.44% |
$83.3K - $95.3K
|
110K
$4.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.76K- 41.6% |
$83.4K - $95.4K
|
3.88K
$155K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.79K- 1.42% |
$84.3K - $96.4K
|
194K
$7.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 7.92% |
$84.4K - $96.5K
|
32.5K
$1.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.88K- 8.75% |
$86.9K - $99.4K
|
30K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3K- 89.23% |
$90.5K - $104K
|
362
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.28K- 13.85% |
$99K - $113K
|
20.4K
$817K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-3.35K- 25.45% |
$101K - $116K
|
9.8K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.38K- 12.43% |
$102K - $117K
|
23.8K
$954K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-3.65K- 9.33% |
$110K - $126K
|
35.4K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.68K- 22.74% |
$111K - $127K
|
12.5K
$500K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-3.73K- 27.11% |
$112K - $129K
|
10K
$401K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.9K- 23.3% |
$118K - $134K
|
12.8K
$513K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.99K- 21.25% |
$121K - $138K
|
14.8K
$592K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 20.75% |
$122K - $140K
|
15.5K
$620K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.2K- 6.91% |
$127K - $145K
|
56.6K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.58K- 8.73% |
$138K - $158K
|
47.9K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 3.68% |
$141K - $161K
|
122K
$4.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.05K- 6.64% |
$152K - $174K
|
71.1K
$2.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.16K- 2.79% |
$156K - $178K
|
180K
$7.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.24K- 16.65% |
$158K - $181K
|
26.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.43K- 0.43% |
$164K - $187K
|
1.27M
$50.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.5K- 7.48% |
$166K - $190K
|
67.9K
$2.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.83K- 66.33% |
$176K - $201K
|
2.96K
$118K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.84K- 14.72% |
$176K - $201K
|
33.8K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.95K- 8.53% |
$180K - $205K
|
63.8K
$2.55M
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-5.96K- 9.03% |
$180K - $206K
|
60.1K
$2.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.07K- 10.98% |
$183K - $209K
|
49.2K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-6.12K- 30.36% |
$185K - $211K
|
14K
$562K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.16K- 22.4% |
$186K - $213K
|
21.3K
$854K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.22K- 15.72% |
$188K - $215K
|
33.4K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-6.34K- 6.62% |
$191K - $219K
|
89.5K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.34K- 29.72% |
$191K - $219K
|
15K
$600K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.64K- 35.81% |
$200K - $229K
|
11.9K
$476K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6.64K- 8.36% |
$200K - $229K
|
72.8K
$2.91M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.71K- 9.49% |
$202K - $231K
|
63.9K
$2.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-6.93K- 48.98% |
$209K - $239K
|
7.22K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.05K- 34.02% |
$213K - $243K
|
13.7K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.11K- 25.36% |
$215K - $245K
|
20.9K
$837K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-7.33K- 4.36% |
$221K - $253K
|
161K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.55K- 19.74% |
$258K - $295K
|
34.8K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.57K- 14.31% |
$259K - $296K
|
51.3K
$2.05M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.75K- 14.17% |
$264K - $302K
|
53K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-8.93K- 29.81% |
$269K - $308K
|
21K
$841K
|