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
Jan 20, 2023 Q4 2022
Diligent Investors, LLC

BUY
 -
683
+ 0.95%
$20.6K - $23.6K
72.3K $2.88M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
674
+ 10.09%
$20.3K - $23.3K
7.35K $293K
Jan 23, 2023 Q4 2022
Trinity Wealth Management, LLC

BUY
 -
645
+ 5.5%
$19.5K - $22.3K
12.4K $493K
Jan 31, 2023 Q4 2022
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
594
+ 0.38%
$17.9K - $20.5K
157K $6.27M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
585
+ 9.67%
$17.7K - $20.2K
6.64K $265K
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
569
+ 8.55%
$17.2K - $19.6K
7.23K $288K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
543
New
$16.4K - $18.7K
543 $21.6K
Jan 20, 2023 Q4 2022
Montz Harcus Wealth Management LLC

BUY
 -
542
+ 5.36%
$16.4K - $18.7K
10.7K $425K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
526
+ 1.75%
$15.9K - $18.2K
30.5K $1.22M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
502
+ 1.69%
$15.2K - $17.3K
30.2K $1.2M
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
468
+ 6.92%
$14.1K - $16.2K
7.23K $288K
Jan 11, 2023 Q4 2022
New England Guild Wealth Advisors, Inc.

BUY
 -
443
+ 4.45%
$13.4K - $15.3K
10.4K $415K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
423
+ 5.35%
$12.8K - $14.6K
8.34K $332K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
413
+ 1.06%
$12.5K - $14.3K
39.4K $1.57M
Feb 13, 2023 Q4 2022
Tag Stone Capital, Inc.

BUY
 -
407
+ 1.07%
$12.3K - $14K
38.3K $1.53M
Jan 05, 2023 Q4 2022
Future Financial Wealth Managment LLC

BUY
 -
397
+ 1.1%
$12K - $13.7K
36.3K $1.45M
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
376
+ 0.56%
$11.3K - $13K
67.9K $2.71M
Feb 15, 2023 Q4 2022
Vicus Capital

State College, PA
BUY
 -
369
+ 3.35%
$11.1K - $12.7K
11.4K $454K
Jan 18, 2023 Q4 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
368
+ 0.86%
$11.1K - $12.7K
43.3K $1.73M
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
355
+ 9.33%
$10.7K - $12.3K
4.16K $166K
Feb 14, 2023 Q4 2022
David Kennon Inc

Sarasota, FL
BUY
 -
340
+ 0.19%
$10.3K - $11.7K
178K $7.1M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
335
New
$10.1K - $11.6K
335 $13.4K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
321
+ 2.05%
$9.69K - $11.1K
16K $638K
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
316
+ 0.83%
$9.54K - $10.9K
38.3K $1.53M
Jan 27, 2023 Q4 2022
Paradigm Financial Partners, LLC

BUY
 -
308
+ 3.37%
$9.3K - $10.6K
9.45K $376K
Jan 11, 2023 Q4 2022
Pacifica Partners Inc.

BUY
 -
300
+ 3.29%
$9.05K - $10.4K
9.42K $375K
Feb 13, 2023 Q4 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
273
+ 0.4%
$8.24K - $9.42K
68.5K $2.73M
Feb 14, 2023 Q4 2022
Silicon Valley Capital Partners

BUY
 -
255
New
$7.7K - $8.8K
255 $10.2K
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
254
+ 3.14%
$7.67K - $8.77K
8.36K $333K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
232
New
$7K - $8.01K
232 $9.25K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
212
+ 3.32%
$6.4K - $7.32K
6.59K $263K
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

BUY
 -
193
+ 4.38%
$5.82K - $6.66K
4.6K $183K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
185
+ 5.26%
$5.58K - $6.38K
3.7K $148K
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

BUY
 -
170
+ 1.23%
$5.13K - $5.87K
14K $559K
Feb 14, 2023 Q4 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
160
+ 1.79%
$4.83K - $5.52K
9.09K $362K
Feb 06, 2023 Q4 2022
Meitav Dash Investments LTD

BUY
 -
150
+ 0.28%
$4.53K - $5.18K
53.1K $2.12M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
148
+ 2.63%
$4.47K - $5.11K
5.78K $230K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
147
New
$4.44K - $5.07K
147 $5.86K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
128
New
$3.86K - $4.42K
128 $5.1K
Jan 13, 2023 Q4 2022
Howard Financial Services, Ltd.

BUY
 -
115
+ 1.03%
$3.47K - $3.97K
11.3K $451K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
97
+ 0.51%
$2.93K - $3.35K
19K $756K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
95
+ 1.95%
$2.87K - $3.28K
4.96K $198K
Feb 03, 2023 Q4 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
87
+ 1.29%
$2.63K - $3K
6.84K $272K
Jan 11, 2023 Q4 2022
Macroview Investment Management LLC

BUY
 -
86
+ 0.96%
$2.6K - $2.97K
9.06K $361K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
83
+ 1.09%
$2.5K - $2.86K
7.71K $307K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
81
+ 0.14%
$2.44K - $2.8K
56.5K $2.25M
Jan 20, 2023 Q4 2022
Eclectic Associates Inc

BUY
 -
79
+ 0.89%
$2.38K - $2.73K
8.94K $356K
Feb 13, 2023 Q4 2022
Fullen Financial Group

BUY
 -
77
+ 0.24%
$2.32K - $2.66K
32.6K $1.3M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
76
+ 0.38%
$2.29K - $2.62K
19.9K $791K

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