Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr S&P Metals & (XME)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Metals & (XME) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P METALS & .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 123.97% |
$12.3K - $19K
|
542
$31.3K
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
226New |
$9.27K - $14.3K
|
226
$13K
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
222New |
$9.11K - $14.1K
|
222
$12.8K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
202+ 74.81% |
$8.29K - $12.8K
|
472
$27.2K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
175New |
$7.18K - $11.1K
|
175
$10.1K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
158+ 5.3% |
$6.48K - $10K
|
3.14K
$181K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
151New |
$6.19K - $9.56K
|
151
$8.71K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
143New |
$5.87K - $9.06K
|
143
$8.25K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$4.1K - $6.33K
|
100
$5.77K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90+ 0.79% |
$3.69K - $5.7K
|
11.4K
$658K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56New |
$2.3K - $3.55K
|
56
$3.23K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$2.26K - $3.48K
|
55
$3.17K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
50New |
$2.05K - $3.17K
|
50
$2.88K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36New |
$1.48K - $2.28K
|
36
$2.08K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32+ 35.56% |
$1.31K - $2.03K
|
122
$7.03K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
23New |
$943 - $1.46K
|
23
$1.33K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.09% |
$451 - $697
|
12.9K
$745K
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9+ 0.14% |
$369 - $570
|
6.51K
$375K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$41 - $63.3
|
4.63K
$267K
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$41 - $63.3
|
1
$57.7
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.22% |
$41 - $63.3
|
463
$26.7K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-35- 0.68% |
$1.44K - $2.22K
|
5.08K
$293K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38Closed |
$1.56K - $2.41K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40Closed |
$1.64K - $2.53K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-49- 0.22% |
$2.01K - $3.1K
|
22.4K
$1.29M
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-69- 0.92% |
$2.83K - $4.37K
|
7.41K
$427K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-138Closed |
$5.66K - $8.74K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-150Closed |
$6.15K - $9.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-175Closed |
$7.18K - $11.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-175- 97.77% |
$7.18K - $11.1K
|
4
$231
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-199- 2.96% |
$8.16K - $12.6K
|
6.53K
$376K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-200- 0.97% |
$8.2K - $12.7K
|
20.3K
$1.17M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-250- 55.56% |
$10.3K - $15.8K
|
200
$11.5K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$10.3K - $15.8K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-300- 32.79% |
$12.3K - $19K
|
615
$35.5K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$12.3K - $19K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-435- 8.58% |
$17.8K - $27.5K
|
4.64K
$267K
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-446- 1.47% |
$18.3K - $28.2K
|
29.9K
$1.72M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-550Closed |
$22.6K - $34.8K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-601Closed |
$24.7K - $38.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-605- 40.2% |
$24.8K - $38.3K
|
900
$51.9K
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-682- 5.08% |
$28K - $43.2K
|
12.7K
$735K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-705- 4.36% |
$28.9K - $44.6K
|
15.5K
$892K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-725- 26.32% |
$29.7K - $45.9K
|
2.03K
$117K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-848- 3.85% |
$34.8K - $53.7K
|
21.2K
$1.22M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-850Closed |
$34.9K - $53.8K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-940- 12.27% |
$38.6K - $59.5K
|
6.72K
$388K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$41K - $63.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.06K- 51.33% |
$43.6K - $67.3K
|
1.01K
$58.1K
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.18K- 3.49% |
$48.4K - $74.7K
|
32.6K
$1.88M
|