Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 28.14% |
$54.7K - $65.8K
|
5.07K
$288K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.09K+ 3.98% |
$53.7K - $64.6K
|
28.6K
$1.62M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.06KNew |
$51.9K - $62.4K
|
1.06K
$60K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
972+ 5.72% |
$47.7K - $57.4K
|
18K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
971+ 8.93% |
$47.7K - $57.4K
|
11.8K
$673K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
875+ 18.34% |
$43K - $51.7K
|
5.65K
$321K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
802New |
$39.4K - $47.4K
|
802
$45.6K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
605+ 2.56% |
$29.7K - $35.7K
|
24.2K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
600+ 6.74% |
$29.5K - $35.4K
|
9.5K
$540K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
582+ 2.37% |
$28.6K - $34.4K
|
25.1K
$1.43M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
561+ 371.52% |
$27.6K - $33.1K
|
712
$40.4K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
529New |
$26K - $31.3K
|
529
$30K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
506New |
$24.9K - $29.9K
|
506
$28.7K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
503+ 11.85% |
$24.7K - $29.7K
|
4.75K
$270K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$19.6K - $23.6K
|
400
$22.7K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
372+ 1.83% |
$18.3K - $22K
|
20.6K
$1.17M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
360+ 18.0% |
$17.7K - $21.3K
|
2.36K
$134K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
272+ 6.44% |
$13.4K - $16.1K
|
4.5K
$255K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269New |
$13.2K - $15.9K
|
269
$15.3K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
249New |
$12.2K - $14.7K
|
249
$14.1K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
224+ 3.55% |
$11K - $13.2K
|
6.53K
$371K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
178+ 0.73% |
$8.74K - $10.5K
|
24.6K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
175+ 486.11% |
$8.6K - $10.3K
|
211
$12K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
160New |
$7.86K - $9.45K
|
160
$9.09K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
134+ 1.62% |
$6.58K - $7.92K
|
8.42K
$478K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
91New |
$4.47K - $5.38K
|
91
$5.17K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56New |
$2.75K - $3.31K
|
56
$3.18K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
52+ 67.53% |
$2.55K - $3.07K
|
129
$7.33K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51+ 0.3% |
$2.51K - $3.01K
|
17.1K
$970K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
46+ 4.69% |
$2.26K - $2.72K
|
1.03K
$58.3K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
45+ 0.34% |
$2.21K - $2.66K
|
13.2K
$748K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
29New |
$1.42K - $1.71K
|
29
$1.65K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$835 - $1K
|
17
$966
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.3% |
$786 - $945
|
5.28K
$300K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.07% |
$786 - $945
|
22.2K
$1.26M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.16% |
$491 - $591
|
6.14K
$349K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.18% |
$442 - $532
|
4.96K
$282K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.34% |
$295 - $354
|
1.76K
$100K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.23% |
$196 - $236
|
1.77K
$101K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 6.0% |
$147 - $177
|
53
$3.01K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.05% |
$98.2 - $118
|
4.27K
$242K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$49.1 - $59.1
|
471
$26.8K
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.02% |
$49.1 - $59.1
|
6.53K
$371K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.0% |
$49.1 - $59.1
|
101
$5.74K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$49.1 - $59.1
|
21.9K
$1.24M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$49.1 - $59.1
|
311
$17.7K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.16% |
$491 - $591
|
6.13K
$348K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 1.49% |
$884 - $1.06K
|
1.19K
$67.5K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-30- 0.27% |
$1.47K - $1.77K
|
11.1K
$629K
|