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 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27KNew |
$815K - $931K
|
27K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.7KNew |
$807K - $923K
|
26.7K
$1.07M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
26.1KNew |
$788K - $901K
|
26.1K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
26KNew |
$784K - $897K
|
26K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.7KNew |
$745K - $851K
|
24.7K
$986K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.1K+ 132.1% |
$727K - $831K
|
42.3K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24K+ 14.27% |
$724K - $828K
|
192K
$7.68M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
23.8K+ 31.36% |
$718K - $820K
|
99.6K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23.4KNew |
$706K - $807K
|
23.4K
$935K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
23.3K+ 5.27% |
$704K - $805K
|
466K
$18.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
22.2K+ 8.56% |
$669K - $765K
|
281K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.9K+ 27.31% |
$660K - $755K
|
102K
$4.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$649K - $742K
|
21.5K
$859K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
21.5KNew |
$649K - $742K
|
21.5K
$859K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
21.2K+ 31.15% |
$639K - $731K
|
89.2K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.1K+ 29.39% |
$636K - $727K
|
92.8K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.9K+ 4.88% |
$631K - $722K
|
449K
$18M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
20.6K+ 7.32% |
$622K - $712K
|
302K
$12.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.3K+ 20.85% |
$614K - $702K
|
118K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.2KNew |
$609K - $696K
|
20.2K
$806K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.6K+ 57.05% |
$591K - $675K
|
53.9K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19K+ 12.39% |
$575K - $657K
|
173K
$6.9M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19KNew |
$573K - $655K
|
19K
$758K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18.6K+ 2.46% |
$562K - $642K
|
774K
$30.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
18.3K+ 1.12% |
$552K - $631K
|
1.65M
$65.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
17.9K+ 59830.0% |
$542K - $619K
|
18K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 25.45% |
$538K - $615K
|
87.9K
$3.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17.6K+ 83.96% |
$530K - $606K
|
38.5K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
17.5KNew |
$527K - $603K
|
17.5K
$698K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
17.2K+ 287.54% |
$519K - $593K
|
23.2K
$926K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
16.8KNew |
$508K - $581K
|
16.8K
$672K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
15.9K+ 13.81% |
$480K - $549K
|
131K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.8K+ 10.81% |
$477K - $545K
|
162K
$6.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.6KNew |
$471K - $538K
|
15.6K
$623K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14.2KNew |
$427K - $488K
|
14.2K
$565K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.9K+ 568.12% |
$420K - $480K
|
16.4K
$654K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.7K+ 9.8% |
$413K - $472K
|
153K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
13.5KNew |
$408K - $467K
|
13.5K
$540K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.4K+ 5.67% |
$406K - $464K
|
250K
$10M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 12.81% |
$404K - $462K
|
118K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.3KNew |
$403K - $460K
|
13.3K
$533K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 14.53% |
$402K - $460K
|
105K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.7K+ 28.34% |
$383K - $437K
|
57.4K
$2.29M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12.6K+ 56.62% |
$380K - $435K
|
34.9K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 12.85% |
$371K - $424K
|
108K
$4.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.2K+ 41.84% |
$368K - $421K
|
41.3K
$1.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.1KNew |
$366K - $419K
|
12.1K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
12.1KNew |
$364K - $417K
|
12.1K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
11.9K+ 5.6% |
$359K - $410K
|
224K
$8.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11.8K+ 11.69% |
$357K - $408K
|
113K
$4.51M
|