Purchases and Sales Made in Q4 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
6.59K
+ 37.36%
$199K - $228K
24.2K $969K
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
BUY
 -
6.53K
New
$197K - $225K
6.53K $261K
Feb 10, 2023 Q4 2022
Wealth Advisors Of Iowa, LLC

BUY
 -
6.5K
New
$196K - $224K
6.5K $260K
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
6.48K
+ 4.52%
$196K - $224K
150K $5.99M
Feb 10, 2023 Q4 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
6.44K
New
$194K - $222K
6.44K $257K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
6.42K
New
$194K - $222K
6.42K $257K
Jan 19, 2024 Q4 2022
Cedrus LLC

Littleton, CO
BUY
 -
6.41K
+ 10.18%
$194K - $221K
69.4K $2.77M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
6.39K
New
$193K - $220K
6.39K $255K
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
6.37K
+ 26.9%
$192K - $220K
30.1K $1.2M
Feb 10, 2023 Q4 2022
American Money Management, LLC

BUY
 -
6.32K
New
$191K - $218K
6.32K $253K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
6.28K
New
$190K - $217K
6.28K $251K
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
6.24K
New
$188K - $215K
6.24K $249K
Feb 13, 2023 Q4 2022
Astoria Strategic Wealth, Inc.

BUY
 -
6.18K
New
$186K - $213K
6.18K $247K
Jan 25, 2023 Q4 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
6.17K
+ 7.85%
$186K - $213K
84.8K $3.39M
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
6.09K
New
$184K - $210K
6.09K $243K
Feb 14, 2023 Q4 2022
Better Money Decisions, LLC

BUY
 -
5.51K
+ 3.77%
$166K - $190K
152K $6.06M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.39K
+ 13.39%
$163K - $186K
45.7K $1.82M
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
5.36K
+ 2.87%
$162K - $185K
192K $7.66M
Feb 13, 2023 Q4 2022
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
5.33K
+ 0.86%
$161K - $184K
623K $24.9M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.24K
+ 25.38%
$158K - $181K
25.9K $1.04M
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
5.05K
+ 4.67%
$152K - $174K
113K $4.52M
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
5.01K
+ 4.63%
$151K - $173K
113K $4.52M
Feb 08, 2023 Q4 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
4.76K
+ 25.42%
$144K - $164K
23.5K $938K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
4.44K
+ 11.08%
$134K - $153K
44.5K $1.78M
Feb 14, 2023 Q4 2022
Bristlecone Advisors, LLC

BUY
 -
4.25K
+ 8.31%
$128K - $146K
55.4K $2.21M
Feb 07, 2023 Q4 2022
Arq Wealth Advisors, LLC

BUY
 -
4.14K
+ 6.93%
$125K - $143K
63.9K $2.55M
Feb 07, 2023 Q4 2022
Ervin Investment Management, LLC

BUY
 -
4.09K
+ 7.31%
$123K - $141K
60.1K $2.4M
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
4.01K
+ 82.33%
$121K - $138K
8.87K $355K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
3.93K
New
$119K - $136K
3.93K $157K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
3.93K
New
$119K - $136K
3.93K $157K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.88K
+ 0.38%
$117K - $134K
1.03M $41M
Jan 10, 2023 Q4 2022
Boston Standard Wealth Management, LLC

BUY
 -
3.29K
+ 5.57%
$99.1K - $113K
62.2K $2.49M
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
3.22K
+ 8.71%
$97.1K - $111K
40.2K $1.61M
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
3.19K
+ 8.69%
$96.4K - $110K
40K $1.6M
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
3.18K
+ 12.37%
$96K - $110K
28.9K $1.15M
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
2.96K
+ 18.02%
$89.4K - $102K
19.4K $775K
Jan 20, 2023 Q4 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
2.85K
+ 41.62%
$86K - $98.4K
9.7K $387K
Jan 27, 2023 Q4 2022
Gps Wealth Strategies Group, LLC

BUY
 -
2.73K
+ 8.37%
$82.4K - $94.2K
35.3K $1.41M
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
2.66K
+ 1.18%
$80.3K - $91.9K
229K $9.15M
Feb 13, 2023 Q4 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.59K
+ 10.34%
$78.3K - $89.5K
27.7K $1.11M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.57K
New
$77.6K - $88.8K
2.57K $103K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
2.51K
+ 342.51%
$75.9K - $86.8K
3.25K $130K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
2.44K
+ 2.85%
$73.7K - $84.3K
88.1K $3.52M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
2.43K
New
$73.3K - $83.8K
2.43K $97K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.4K
+ 487.22%
$72.5K - $82.9K
2.9K $116K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
2.4K
+ 487.22%
$72.5K - $82.9K
2.9K $116K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.34K
+ 6.24%
$70.7K - $80.9K
39.9K $1.59M
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
2.24K
+ 105.92%
$67.5K - $77.2K
4.35K $174K
Feb 14, 2023 Q4 2022
Ironwood Wealth Management, Llc.

BUY
 -
2.23K
+ 1.86%
$67.2K - $76.9K
122K $4.87M

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