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 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.27K- 17.62% |
$280K - $320K
|
43.4K
$1.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9.65K- 8.53% |
$291K - $333K
|
104K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.9K- 7.12% |
$299K - $342K
|
129K
$5.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10K- 13.48% |
$302K - $345K
|
64.2K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-10K- 43.22% |
$303K - $347K
|
13.2K
$526K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-10.1K- 29.09% |
$306K - $349K
|
24.7K
$984K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-11.4K- 27.12% |
$345K - $394K
|
30.7K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 2.06% |
$349K - $399K
|
550K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11.8K- 12.23% |
$355K - $406K
|
84.5K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.5K- 1.89% |
$377K - $431K
|
648K
$25.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12.5K- 39.63% |
$378K - $432K
|
19.1K
$760K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12.9K- 11.21% |
$389K - $445K
|
102K
$4.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-13.9K- 63.93% |
$418K - $479K
|
7.82K
$312K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.1K- 1.25% |
$425K - $486K
|
1.11M
$44.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.3K- 14.99% |
$432K - $494K
|
81.2K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 25.54% |
$454K - $520K
|
43.9K
$1.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-15.5K- 28.8% |
$466K - $533K
|
38.2K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 5.29% |
$472K - $540K
|
280K
$11.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15.8K- 17.01% |
$476K - $544K
|
76.9K
$3.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 10.11% |
$494K - $564K
|
145K
$5.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-16.5K- 6.77% |
$498K - $569K
|
227K
$9.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-16.8K- 36.72% |
$508K - $580K
|
29K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-17K- 21.0% |
$514K - $588K
|
64.1K
$2.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-17.6K- 10.56% |
$532K - $608K
|
149K
$5.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-17.6K- 19.7% |
$532K - $609K
|
71.9K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.8K- 12.74% |
$538K - $616K
|
122K
$4.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-18.3K- 50.3% |
$552K - $631K
|
18.1K
$721K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-19K- 32.88% |
$572K - $654K
|
38.7K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-19.8K- 10.94% |
$599K - $684K
|
161K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-21K- 70.18% |
$634K - $725K
|
8.93K
$356K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21K- 6.62% |
$634K - $725K
|
297K
$11.8M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21K- 51.37% |
$635K - $726K
|
19.9K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21.8K- 28.72% |
$659K - $754K
|
54.2K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.8K- 1.42% |
$688K - $787K
|
1.58M
$63M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1KClosed |
$697K - $797K
|
0
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.3K- 68.46% |
$705K - $806K
|
10.8K
$429K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-25.1K- 5.81% |
$756K - $865K
|
406K
$16.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-25.1K- 5.13% |
$759K - $868K
|
465K
$18.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.9K- 44.79% |
$783K - $895K
|
32K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-29K- 28.11% |
$876K - $1M
|
74.2K
$2.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-31.2K- 19.08% |
$943K - $1.08M
|
133K
$5.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-32.7K- 2.56% |
$988K - $1.13M
|
1.25M
$49.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.5K- 4.94% |
$1.04M - $1.19M
|
664K
$26.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-34.7K- 58.67% |
$1.05M - $1.2M
|
24.5K
$975K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-35.3K- 7.15% |
$1.06M - $1.22M
|
458K
$18.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-36.2K- 12.89% |
$1.09M - $1.25M
|
245K
$9.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-36.7K- 37.87% |
$1.11M - $1.27M
|
60.2K
$2.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-37.6K- 57.84% |
$1.14M - $1.3M
|
27.4K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-38.9K- 71.13% |
$1.18M - $1.34M
|
15.8K
$630K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-41.5K- 52.66% |
$1.25M - $1.43M
|
37.3K
$1.49M
|