Purchases and Sales Made in Q1 2024 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 2024. 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 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 11.8% |
$447K - $493K
|
77.5K
$5.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.24KNew |
$395K - $436K
|
7.24K
$471K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.94KNew |
$379K - $418K
|
6.94K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.77K+ 96.75% |
$370K - $408K
|
13.8K
$895K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.49KNew |
$355K - $391K
|
6.49K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.12KNew |
$334K - $369K
|
6.12K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.07KNew |
$332K - $366K
|
6.07K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.94K+ 119.54% |
$324K - $358K
|
10.9K
$710K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.56K+ 10.27% |
$304K - $335K
|
59.7K
$3.88M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.49KNew |
$300K - $331K
|
5.49K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.13K+ 27.96% |
$280K - $309K
|
23.5K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.98K+ 20.9% |
$272K - $300K
|
28.8K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
4.83K+ 6.58% |
$264K - $291K
|
78.3K
$5.09M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.36K+ 11.24% |
$238K - $263K
|
43.1K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.3KNew |
$235K - $259K
|
4.3K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.27K+ 4.75% |
$233K - $258K
|
94.2K
$6.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.04KNew |
$221K - $243K
|
4.04K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.9K+ 13.16% |
$213K - $235K
|
33.5K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.81K+ 5.65% |
$208K - $230K
|
71.3K
$4.63M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.64KNew |
$199K - $219K
|
3.64K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.62KNew |
$198K - $218K
|
3.62K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.6KNew |
$196K - $217K
|
3.6K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.59KNew |
$196K - $216K
|
3.59K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 15.83% |
$191K - $211K
|
25.6K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
BUY
|
- |
3.44KNew |
$188K - $207K
|
3.44K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.42KNew |
$187K - $206K
|
3.42K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.12K+ 430.39% |
$170K - $188K
|
3.84K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.03K+ 6.56% |
$166K - $183K
|
49.3K
$3.2M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.96K+ 6.19% |
$162K - $178K
|
50.7K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.62K+ 67.31% |
$143K - $158K
|
6.5K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.57K+ 11.92% |
$140K - $155K
|
24.1K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.54K+ 16.2% |
$139K - $153K
|
18.2K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.41K+ 0.55% |
$132K - $145K
|
437K
$28.4M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.4K+ 22.86% |
$131K - $145K
|
12.9K
$839K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.27K+ 2.5% |
$124K - $137K
|
93K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 96.88% |
$117K - $129K
|
4.36K
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 1.8% |
$112K - $124K
|
116K
$7.56M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.02K+ 8.7% |
$110K - $122K
|
25.2K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.83KNew |
$100K - $110K
|
1.83K
$119K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.8K+ 9.78% |
$98.5K - $109K
|
20.2K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.8K+ 9.74% |
$98.3K - $109K
|
20.3K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.77KNew |
$96.9K - $107K
|
1.77K
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.74KNew |
$95.2K - $105K
|
1.74K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.7KNew |
$92.8K - $102K
|
1.7K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.7K+ 0.18% |
$92.8K - $102K
|
964K
$62.7M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.7KNew |
$92.7K - $102K
|
1.7K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 15.57% |
$87.5K - $96.6K
|
11.9K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 20.0% |
$81.9K - $90.4K
|
9K
$585K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 31.31% |
$76.5K - $84.4K
|
5.87K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.26K+ 4.4% |
$68.9K - $76K
|
29.9K
$1.95M
|