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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
99.9KNew |
$3.01M - $3.45M
|
99.9K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
99.7K+ 12.44% |
$3.01M - $3.44M
|
902K
$35.9M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
99.7K+ 12.44% |
$3.01M - $3.44M
|
902K
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.8K+ 41.68% |
$2.95M - $3.38M
|
333K
$13.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
93KNew |
$2.81M - $3.21M
|
93K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
91.9K+ 20.07% |
$2.77M - $3.17M
|
550K
$21.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
88.8K+ 5.78% |
$2.68M - $3.06M
|
1.62M
$64.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.1KNew |
$2.39M - $2.73M
|
79.1K
$3.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
78.5K+ 75.54% |
$2.37M - $2.71M
|
182K
$7.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
77.5KNew |
$2.34M - $2.67M
|
77.5K
$3.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
72.6KNew |
$2.19M - $2.51M
|
72.6K
$2.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
69.9K+ 31.25% |
$2.11M - $2.41M
|
294K
$11.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
66K+ 89.42% |
$1.99M - $2.28M
|
140K
$5.57M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
65.3KNew |
$1.97M - $2.25M
|
65.3K
$2.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
64.8K+ 27.5% |
$1.96M - $2.24M
|
301K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
64.6KNew |
$1.95M - $2.23M
|
64.6K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.5K+ 737.93% |
$1.92M - $2.19M
|
72.2K
$2.88M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.5K+ 737.93% |
$1.92M - $2.19M
|
72.2K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
61K+ 610.21% |
$1.84M - $2.1M
|
70.9K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
58.6K+ 15.52% |
$1.77M - $2.02M
|
436K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
56.2K+ 41.61% |
$1.7M - $1.94M
|
191K
$7.62M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
55.2KNew |
$1.66M - $1.9M
|
55.2K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.9K+ 8.41% |
$1.63M - $1.86M
|
694K
$27.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
52.1K+ 69.13% |
$1.57M - $1.8M
|
127K
$5.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
52K+ 253.5% |
$1.57M - $1.79M
|
72.4K
$2.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
51.9K+ 24.89% |
$1.57M - $1.79M
|
260K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
51.3KNew |
$1.55M - $1.77M
|
51.3K
$2.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50.2K+ 495.55% |
$1.51M - $1.73M
|
60.3K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
49.3K+ 7.44% |
$1.49M - $1.7M
|
711K
$28.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
49.1K+ 62.47% |
$1.48M - $1.69M
|
128K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.7K+ 10.15% |
$1.44M - $1.65M
|
518K
$20.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45.8K+ 87.86% |
$1.38M - $1.58M
|
97.9K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8KNew |
$1.32M - $1.51M
|
43.8K
$1.75M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
43.3KNew |
$1.31M - $1.49M
|
43.3K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
43.1KNew |
$1.3M - $1.49M
|
43.1K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
42.9KNew |
$1.3M - $1.48M
|
42.9K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
41.9KNew |
$1.26M - $1.45M
|
41.9K
$1.67M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.4KNew |
$1.16M - $1.32M
|
38.4K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
37.2K+ 12.13% |
$1.12M - $1.28M
|
344K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
36.8K+ 1.82% |
$1.11M - $1.27M
|
2.06M
$82M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
36.1KNew |
$1.09M - $1.24M
|
36.1K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
33.3KNew |
$1M - $1.15M
|
33.3K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.8K+ 23.35% |
$991K - $1.13M
|
173K
$6.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.8KNew |
$991K - $1.13M
|
32.8K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
32.2K+ 272.91% |
$971K - $1.11M
|
44K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
32.1K+ 32.87% |
$969K - $1.11M
|
130K
$5.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
31.3KNew |
$944K - $1.08M
|
31.3K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30K+ 7.37% |
$905K - $1.03M
|
437K
$17.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
28K+ 170.88% |
$845K - $967K
|
44.4K
$1.77M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28K+ 201.11% |
$844K - $966K
|
41.9K
$1.67M
|