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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-45- 81.82% |
$2.21K - $2.66K
|
10
$577
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-60- 0.91% |
$2.95K - $3.54K
|
6.52K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-65- 7.65% |
$3.19K - $3.84K
|
785
$45.3K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75- 1.45% |
$3.68K - $4.43K
|
5.11K
$295K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 9.99% |
$3.88K - $4.67K
|
712
$41.1K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-89- 83.96% |
$4.37K - $5.26K
|
17
$980
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-125- 3.01% |
$6.14K - $7.39K
|
4.03K
$232K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-125- 0.22% |
$6.14K - $7.39K
|
55.8K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-126- 31.82% |
$6.19K - $7.44K
|
270
$15.6K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-130- 0.5% |
$6.39K - $7.68K
|
25.9K
$1.5M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140- 7.12% |
$6.88K - $8.27K
|
1.83K
$105K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-147- 0.16% |
$7.22K - $8.68K
|
90.5K
$5.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-153- 0.46% |
$7.52K - $9.04K
|
32.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-179- 28.06% |
$8.79K - $10.6K
|
459
$26.5K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 34.58% |
$9.09K - $10.9K
|
350
$20.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-199- 66.56% |
$9.77K - $11.8K
|
100
$5.77K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-205- 0.56% |
$10.1K - $12.1K
|
36.3K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-205- 20.6% |
$10.1K - $12.1K
|
790
$45.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-230- 0.51% |
$11.3K - $13.6K
|
45.2K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-292- 6.7% |
$14.3K - $17.3K
|
4.07K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-295Closed |
$14.5K - $17.4K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-301- 33.26% |
$14.8K - $17.8K
|
604
$34.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-329- 10.82% |
$16.2K - $19.4K
|
2.71K
$156K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-361- 12.89% |
$17.7K - $21.3K
|
2.44K
$141K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 45.76% |
$19.1K - $23K
|
461
$26.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-435- 36.43% |
$21.4K - $25.7K
|
759
$43.8K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-439- 10.56% |
$21.6K - $25.9K
|
3.72K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-440- 3.46% |
$21.6K - $26K
|
12.3K
$707K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-469- 7.11% |
$23K - $27.7K
|
6.13K
$354K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-469- 2.23% |
$23K - $27.7K
|
20.6K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-528- 89.95% |
$25.9K - $31.2K
|
59
$3.4K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-558- 7.96% |
$27.4K - $33K
|
6.45K
$372K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-582- 4.66% |
$28.6K - $34.4K
|
11.9K
$687K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-677- 4.94% |
$33.3K - $40K
|
13K
$752K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-746- 2.63% |
$36.6K - $44.1K
|
27.6K
$1.59M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-755- 12.2% |
$37.1K - $44.6K
|
5.44K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-850- 11.57% |
$41.8K - $50.2K
|
6.49K
$374K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-857- 3.99% |
$42.1K - $50.6K
|
20.6K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-871- 2.18% |
$42.8K - $51.5K
|
39.1K
$2.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 1.5% |
$57.7K - $69.4K
|
76.9K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.45K- 8.59% |
$71.3K - $85.7K
|
15.4K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 16.03% |
$76.7K - $92.3K
|
8.18K
$472K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 5.14% |
$83.6K - $101K
|
31.4K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.71K- 26.31% |
$84.2K - $101K
|
4.8K
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.06K- 3.07% |
$101K - $122K
|
64.9K
$3.74M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.32K- 74.34% |
$114K - $137K
|
802
$46.2K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.51K- 38.44% |
$123K - $148K
|
4.02K
$232K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.89K- 1.43% |
$142K - $171K
|
199K
$11.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.65K- 5.78% |
$179K - $215K
|
59.5K
$3.43M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.88K- 18.68% |
$190K - $229K
|
16.9K
$973K
|