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 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
73
+ 28.4%
$2.2K - $2.52K
330 $13.2K
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
71
+ 1.0%
$2.14K - $2.45K
7.19K $287K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
64
+ 25.1%
$1.93K - $2.21K
319 $12.7K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
63
New
$1.9K - $2.17K
63 $2.51K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
53
+ 61.63%
$1.6K - $1.83K
139 $5.54K
Feb 07, 2023 Q4 2022
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
42
New
$1.27K - $1.45K
42 $1.67K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
40
+ 0.04%
$1.21K - $1.38K
92.5K $3.69M
Feb 07, 2023 Q4 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
28
New
$845 - $966
28 $1.12K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
14
+ 1.38%
$423 - $483
1.03K $41.1K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
10
+ 0.08%
$302 - $345
12.3K $488K
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
3
+ 0.15%
$90.5 - $104
2.03K $80.9K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
2
+ 6.9%
$60.4 - $69
31 $1.24K
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
2
+ 0.4%
$60.4 - $69
502 $20K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1
New
$30.2 - $34.5
1 $39.9
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.07%
$30.2 - $34.5
1.41K $56.1K
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1
New
$30.2 - $34.5
1 $39.9
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1
New
$30.2 - $34.5
1 $39.9
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-4
- 0.96%
$121 - $138
414 $16.5K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-5
- 0.1%
$151 - $173
5.21K $208K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-11
- 0.44%
$332 - $380
2.48K $99K
Feb 06, 2023 Q4 2022
Compass Financial Advisors LLC

SELL
 -
-25
- 0.34%
$755 - $863
7.32K $292K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

SELL
 -
-26
- 20.0%
$785 - $897
104 $4.15K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

SELL
 -
-27
- 1.14%
$815 - $932
2.33K $93K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-31
- 26.27%
$936 - $1.07K
87 $3.47K
Jan 18, 2023 Q4 2022
Tri Star Advisors Inc.

SELL
 -
-32
- 0.31%
$966 - $1.1K
10.3K $409K
Feb 07, 2023 Q4 2022
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-33
- 0.03%
$996 - $1.14K
114K $4.54M
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-35
- 0.19%
$1.06K - $1.21K
18.7K $746K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-39
- 0.45%
$1.18K - $1.35K
8.58K $342K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

SELL
 -
-40
- 6.6%
$1.21K - $1.38K
566 $22.6K
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

SELL
 -
-46
- 10.29%
$1.39K - $1.59K
401 $16K
Jan 26, 2023 Q4 2022
Ballast Advisors LLC

SELL
 -
-47
- 2.5%
$1.42K - $1.62K
1.83K $73K
Jan 31, 2023 Q4 2022
Triumph Capital Management

SELL
 -
-54
- 0.31%
$1.63K - $1.86K
17.4K $695K
Feb 07, 2023 Q4 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-55
- 0.44%
$1.66K - $1.9K
12.5K $499K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-79
- 0.78%
$2.38K - $2.73K
10.1K $401K
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-94
- 1.73%
$2.84K - $3.24K
5.35K $213K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-99
- 1.85%
$2.99K - $3.42K
5.24K $209K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-112
- 4.39%
$3.38K - $3.87K
2.44K $97.2K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

SELL
 -
-145
- 72.14%
$4.38K - $5K
56 $2.23K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-148
- 0.28%
$4.47K - $5.11K
53.1K $2.12M
Feb 10, 2023 Q4 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-155
- 16.94%
$4.68K - $5.35K
760 $30.3K
Feb 10, 2023 Q4 2022
New Harbor Financial Group, LLC

Leominster, MA
SELL
 -
-179
- 2.73%
$5.4K - $6.18K
6.37K $254K
Jan 27, 2023 Q4 2022
Harvest Group Wealth Management, LLC

SELL
 -
-209
- 0.09%
$6.31K - $7.21K
228K $9.1M
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-227
- 2.18%
$6.85K - $7.83K
10.2K $407K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

SELL
 -
-242
- 21.38%
$7.3K - $8.35K
890 $35.5K
Feb 28, 2023 Q4 2022
Investments & Financial Planning, LLC

Lexington, KY
SELL
 -
-266
- 3.83%
$8.03K - $9.18K
6.67K $266K
Jan 25, 2023 Q4 2022
Sns Financial Group, LLC

SELL
 -
-281
- 1.7%
$8.48K - $9.7K
16.2K $647K
May 16, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-309
- 52.02%
$9.33K - $10.7K
285 $11.4K
Feb 06, 2023 Q4 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-328
- 0.57%
$9.9K - $11.3K
57K $2.27M
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
SELL
 -
-334
- 22.8%
$10.1K - $11.5K
1.13K $45.1K

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