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 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5K+ 12.17% |
$348K - $398K
|
106K
$4.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
11.5KNew |
$347K - $397K
|
11.5K
$458K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 6.34% |
$338K - $386K
|
188K
$7.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11K+ 29.97% |
$331K - $378K
|
47.5K
$1.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
10.8K+ 51.67% |
$326K - $372K
|
31.7K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.6K+ 6.16% |
$320K - $366K
|
183K
$7.28M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.2KNew |
$307K - $351K
|
10.2K
$406K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.2KNew |
$307K - $351K
|
10.2K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
9.97KNew |
$301K - $344K
|
9.97K
$398K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.87K+ 33.8% |
$298K - $340K
|
39.1K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.71K+ 6.98% |
$293K - $335K
|
149K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.6KNew |
$290K - $331K
|
9.6K
$383K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.6KNew |
$290K - $331K
|
9.6K
$383K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.57K+ 0.74% |
$289K - $330K
|
1.3M
$51.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.42KNew |
$284K - $325K
|
9.42K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.3K+ 5.98% |
$281K - $321K
|
165K
$6.57M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.3K+ 113.5% |
$281K - $321K
|
17.5K
$697K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.23KNew |
$278K - $318K
|
9.23K
$368K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.05K+ 9.35% |
$273K - $312K
|
106K
$4.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.92KNew |
$269K - $308K
|
8.92K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.91K+ 3.3% |
$269K - $307K
|
279K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.85KNew |
$267K - $305K
|
8.85K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.76K+ 2.15% |
$264K - $302K
|
416K
$16.6M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.7KNew |
$263K - $300K
|
8.7K
$347K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.56K+ 11.97% |
$258K - $295K
|
80K
$3.19M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.54KNew |
$258K - $295K
|
8.54K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.45K+ 12.83% |
$255K - $292K
|
74.3K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
8.42K+ 38.73% |
$254K - $290K
|
30.1K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.39KNew |
$253K - $290K
|
8.39K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8.23K+ 42.18% |
$248K - $284K
|
27.7K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8KNew |
$241K - $276K
|
8K
$319K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
7.92K+ 2.35% |
$239K - $273K
|
346K
$13.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.82K+ 9.07% |
$236K - $270K
|
94.1K
$3.75M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.82KNew |
$236K - $270K
|
7.82K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
7.81K+ 9.52% |
$236K - $270K
|
89.9K
$3.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
7.72K+ 42.04% |
$233K - $266K
|
26.1K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.49K+ 11.23% |
$226K - $259K
|
74.2K
$2.96M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
7.45K+ 97.7% |
$225K - $257K
|
15.1K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.41K+ 0.88% |
$223K - $256K
|
852K
$34M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.17K+ 10.01% |
$216K - $247K
|
78.7K
$3.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.14K+ 9.01% |
$216K - $246K
|
86.4K
$3.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.95KNew |
$210K - $240K
|
6.95K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.94KNew |
$209K - $239K
|
6.94K
$276K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6.91K+ 6.75% |
$209K - $239K
|
109K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.87K+ 2.42% |
$207K - $237K
|
291K
$11.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.85KNew |
$207K - $236K
|
6.85K
$273K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.75KNew |
$204K - $233K
|
6.75K
$269K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.71KNew |
$203K - $232K
|
6.71K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.68K+ 37.91% |
$201K - $230K
|
24.3K
$968K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.61K+ 156.8% |
$199K - $228K
|
10.8K
$431K
|