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 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
522+ 4.96% |
$16.8K - $18.5K
|
11K
$440K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
519New |
$16.7K - $18.4K
|
519
$20.7K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
519+ 178.97% |
$16.7K - $18.4K
|
809
$32.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
505+ 2.61% |
$16.3K - $17.9K
|
19.8K
$791K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
484+ 6.34% |
$15.6K - $17.2K
|
8.12K
$324K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
450New |
$14.5K - $16K
|
450
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
448New |
$14.5K - $15.9K
|
448
$17.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
444+ 4.28% |
$14.3K - $15.7K
|
10.8K
$431K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
438+ 6.26% |
$14.1K - $15.5K
|
7.44K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
428+ 3.62% |
$13.8K - $15.2K
|
12.3K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
396+ 0.04% |
$12.8K - $14K
|
1.04M
$41.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
384+ 4.14% |
$12.4K - $13.6K
|
9.66K
$385K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
353+ 1.14% |
$11.4K - $12.5K
|
31.4K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
349+ 5.01% |
$11.3K - $12.4K
|
7.31K
$291K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
338+ 15.55% |
$10.9K - $12K
|
2.51K
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
329+ 2.08% |
$10.6K - $11.7K
|
16.2K
$645K
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
310+ 4.28% |
$10K - $11K
|
7.55K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
301+ 1.96% |
$9.71K - $10.7K
|
15.6K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
260+ 702.7% |
$8.39K - $9.22K
|
297
$11.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
260+ 0.49% |
$8.39K - $9.22K
|
53.4K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
240+ 6.07% |
$7.74K - $8.51K
|
4.19K
$167K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
240+ 428.57% |
$7.74K - $8.51K
|
296
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
239New |
$7.71K - $8.47K
|
239
$9.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
235+ 1.09% |
$7.58K - $8.33K
|
21.8K
$869K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
234+ 1.01% |
$7.55K - $8.3K
|
23.3K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222+ 0.15% |
$7.16K - $7.87K
|
145K
$5.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
213+ 1.09% |
$6.87K - $7.55K
|
19.7K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
208+ 0.53% |
$6.71K - $7.38K
|
39.2K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
207+ 19.57% |
$6.68K - $7.34K
|
1.27K
$50.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
196+ 0.35% |
$6.32K - $6.95K
|
55.6K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
196New |
$6.32K - $6.95K
|
196
$7.81K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
195+ 100.0% |
$6.29K - $6.91K
|
390
$15.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
185+ 6.48% |
$5.97K - $6.56K
|
3.04K
$121K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
184+ 2.88% |
$5.94K - $6.52K
|
6.57K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
183New |
$5.9K - $6.49K
|
183
$7.29K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
178+ 0.14% |
$5.74K - $6.31K
|
132K
$5.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
177New |
$5.71K - $6.28K
|
177
$7.06K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
166New |
$5.36K - $5.89K
|
166
$6.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
147+ 2.41% |
$4.74K - $5.21K
|
6.25K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143New |
$4.61K - $5.07K
|
143
$5.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
125+ 0.71% |
$4.03K - $4.43K
|
17.8K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
124New |
$4K - $4.4K
|
124
$4.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120+ 0.19% |
$3.87K - $4.26K
|
63.7K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
116+ 7.64% |
$3.74K - $4.11K
|
1.63K
$65.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
109+ 1.23% |
$3.52K - $3.87K
|
8.96K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105+ 3.25% |
$3.39K - $3.72K
|
3.34K
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
104+ 0.83% |
$3.36K - $3.69K
|
12.6K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
91+ 1.27% |
$2.94K - $3.23K
|
7.26K
$289K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 13.51% |
$2.9K - $3.19K
|
756
$30.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
86New |
$2.77K - $3.05K
|
86
$3.43K
|