Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-239- 16.05% |
$7.71K - $8.47K
|
1.25K
$49.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-239- 16.05% |
$7.71K - $8.47K
|
1.25K
$49.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-241- 4.79% |
$7.77K - $8.55K
|
4.79K
$191K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-270- 1.55% |
$8.71K - $9.57K
|
17.1K
$682K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-317- 89.8% |
$10.2K - $11.2K
|
36
$1.43K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-335- 1.45% |
$10.8K - $11.9K
|
22.7K
$905K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-337- 0.3% |
$10.9K - $12K
|
110K
$4.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-388- 1.28% |
$12.5K - $13.8K
|
29.9K
$1.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-389- 2.27% |
$12.5K - $13.8K
|
16.7K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-392- 2.23% |
$12.6K - $13.9K
|
17.2K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-478- 5.16% |
$15.4K - $16.9K
|
8.78K
$350K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-493- 3.43% |
$15.9K - $17.5K
|
13.9K
$554K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-515- 6.8% |
$16.6K - $18.3K
|
7.06K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-518- 94.53% |
$16.7K - $18.4K
|
30
$1.2K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-522- 0.34% |
$16.8K - $18.5K
|
152K
$6.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-541- 1.88% |
$17.5K - $19.2K
|
28.2K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-564- 2.15% |
$18.2K - $20K
|
25.6K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-584- 1.16% |
$18.8K - $20.7K
|
49.6K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-598- 5.66% |
$19.3K - $21.2K
|
9.96K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-639- 0.48% |
$20.6K - $22.7K
|
133K
$5.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-647- 7.18% |
$20.9K - $22.9K
|
8.37K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-650- 6.09% |
$21K - $23K
|
10K
$399K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-683- 0.55% |
$22K - $24.2K
|
123K
$4.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-689- 2.12% |
$22.2K - $24.4K
|
31.8K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-694- 4.56% |
$22.4K - $24.6K
|
14.5K
$579K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-737- 4.67% |
$23.8K - $26.1K
|
15K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-743- 5.16% |
$24K - $26.3K
|
13.7K
$545K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-747- 0.87% |
$24.1K - $26.5K
|
84.8K
$3.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-753- 8.77% |
$24.3K - $26.7K
|
7.84K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-784- 2.48% |
$25.3K - $27.8K
|
30.8K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-787- 4.22% |
$25.4K - $27.9K
|
17.9K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-805- 27.41% |
$26K - $28.5K
|
2.13K
$85K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-822- 22.68% |
$26.5K - $29.1K
|
2.8K
$112K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-851- 6.47% |
$27.5K - $30.2K
|
12.3K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-895- 0.81% |
$28.9K - $31.7K
|
110K
$4.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-937- 7.07% |
$30.2K - $33.2K
|
12.3K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.18K- 22.55% |
$38.2K - $42K
|
4.07K
$162K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.24K- 1.26% |
$40K - $43.9K
|
97.1K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.26K- 5.3% |
$40.5K - $44.5K
|
22.4K
$894K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 7.84% |
$40.7K - $44.7K
|
14.8K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.27K- 9.09% |
$40.9K - $45K
|
12.7K
$506K
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 1.07% |
$41.7K - $45.9K
|
119K
$4.75M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.31K- 3.8% |
$42.2K - $46.4K
|
33.1K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.36K- 5.02% |
$43.9K - $48.2K
|
25.8K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.37K- 2.78% |
$44.2K - $48.6K
|
48K
$1.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.38K- 6.23% |
$44.4K - $48.8K
|
20.7K
$825K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.38K- 11.14% |
$44.5K - $48.9K
|
11K
$439K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.42K- 14.44% |
$45.7K - $50.3K
|
8.41K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.44K- 8.42% |
$46.5K - $51.1K
|
15.7K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.45K- 1.72% |
$46.8K - $51.4K
|
82.7K
$3.29M
|