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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.33K+ 2.4% |
$236K - $260K
|
312K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.22K+ 8.74% |
$233K - $256K
|
89.8K
$3.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.06KNew |
$228K - $250K
|
7.06K
$281K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.04K+ 18.0% |
$227K - $250K
|
46.2K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.01K+ 4.89% |
$226K - $249K
|
150K
$6M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.01K+ 4.89% |
$226K - $249K
|
150K
$6M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.9K+ 3.86% |
$223K - $245K
|
186K
$7.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.78K+ 43.78% |
$219K - $240K
|
22.3K
$887K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.7KNew |
$216K - $237K
|
6.7K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.66K+ 109.13% |
$215K - $236K
|
12.8K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.54KNew |
$211K - $232K
|
6.54K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.53KNew |
$211K - $232K
|
6.53K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.52KNew |
$210K - $231K
|
6.52K
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48K+ 36011.11% |
$209K - $230K
|
6.5K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.48K+ 9.66% |
$209K - $230K
|
73.6K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.43KNew |
$207K - $228K
|
6.43K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.39K+ 3.59% |
$206K - $226K
|
184K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
6.38KNew |
$206K - $226K
|
6.38K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
6.36KNew |
$205K - $226K
|
6.36K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.34K+ 67.45% |
$205K - $225K
|
15.7K
$628K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.24K+ 5.24% |
$201K - $221K
|
125K
$4.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.21K+ 21.83% |
$200K - $220K
|
34.7K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.14KNew |
$198K - $218K
|
6.14K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.12K+ 1.29% |
$197K - $217K
|
481K
$19.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.06K+ 25.7% |
$195K - $215K
|
29.6K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6.03K+ 6.88% |
$194K - $214K
|
93.6K
$3.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
6.03K+ 171.75% |
$194K - $214K
|
9.53K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.97KNew |
$192K - $212K
|
5.97K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.81KNew |
$187K - $206K
|
5.81K
$232K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.81K+ 8.55% |
$187K - $206K
|
73.7K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.8KNew |
$187K - $206K
|
5.8K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.67KNew |
$183K - $201K
|
5.67K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.66KNew |
$183K - $201K
|
5.66K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.47K+ 4.3% |
$176K - $194K
|
133K
$5.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.4K+ 24.21% |
$174K - $191K
|
27.7K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.36KNew |
$173K - $190K
|
5.36K
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.14K+ 436.65% |
$166K - $182K
|
6.31K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.83K+ 39.96% |
$156K - $171K
|
16.9K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.83K+ 5.9% |
$156K - $171K
|
86.5K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 6.76% |
$153K - $168K
|
75K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.67K+ 7.46% |
$151K - $166K
|
67.3K
$2.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.6K+ 1.54% |
$148K - $163K
|
303K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.54K+ 4.7% |
$147K - $161K
|
101K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.53KNew |
$146K - $161K
|
4.53K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.48K+ 60.83% |
$145K - $159K
|
11.9K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.45K+ 4.5% |
$143K - $158K
|
103K
$4.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.39K+ 7.3% |
$142K - $156K
|
64.5K
$2.57M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 4.43% |
$141K - $155K
|
103K
$4.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.26K+ 20.04% |
$138K - $151K
|
25.5K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.22K+ 4.86% |
$136K - $150K
|
91.2K
$3.63M
|