Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7.85K+ 6.69% |
$350K - $420K
|
125K
$7.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
6.71K+ 6.3% |
$299K - $359K
|
113K
$6.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
5.31K+ 9.47% |
$236K - $284K
|
61.4K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.24KNew |
$233K - $280K
|
5.24K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.17K+ 18.07% |
$230K - $276K
|
33.8K
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.07K+ 14.86% |
$226K - $271K
|
39.2K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.02KNew |
$223K - $268K
|
5.02K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.35KNew |
$194K - $233K
|
4.35K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
4.19K+ 0.33% |
$186K - $224K
|
1.28M
$76.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.08K+ 87.54% |
$181K - $218K
|
8.73K
$524K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.49K+ 27.9% |
$155K - $186K
|
16K
$960K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.19K+ 10.73% |
$142K - $171K
|
33K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.19K+ 10.73% |
$142K - $171K
|
33K
$1.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.02K+ 4.39% |
$134K - $162K
|
71.8K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.01K+ 12.49% |
$134K - $161K
|
27.1K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.63K+ 7.18% |
$117K - $140K
|
39.2K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.48K+ 15.21% |
$110K - $133K
|
18.8K
$1.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.38K+ 6.09% |
$106K - $127K
|
41.5K
$2.49M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 12.8% |
$102K - $123K
|
20.2K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.02K+ 1567.44% |
$90K - $108K
|
2.15K
$129K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 176.18% |
$62.9K - $75.6K
|
2.22K
$133K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 176.18% |
$62.9K - $75.6K
|
2.22K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.37K+ 6.65% |
$60.9K - $73.2K
|
21.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.3K+ 4.93% |
$57.7K - $69.3K
|
27.6K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.26K+ 3.29% |
$56.1K - $67.4K
|
39.5K
$2.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.06K+ 16.35% |
$47K - $56.4K
|
7.51K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1KNew |
$44.5K - $53.5K
|
1K
$60K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
907New |
$40.4K - $48.5K
|
907
$54.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
896+ 5.24% |
$39.9K - $47.9K
|
18K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
820+ 5.64% |
$36.5K - $43.9K
|
15.4K
$921K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
795+ 7.87% |
$35.4K - $42.5K
|
10.9K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
746+ 2.48% |
$33.2K - $39.9K
|
30.9K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
716+ 1.31% |
$31.9K - $38.3K
|
55.3K
$3.32M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
616+ 14.56% |
$27.4K - $32.9K
|
4.85K
$291K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
570+ 2.81% |
$25.4K - $30.5K
|
20.8K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
512+ 3.32% |
$22.8K - $27.4K
|
16K
$957K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
459+ 7.47% |
$20.4K - $24.5K
|
6.6K
$396K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
442+ 0.74% |
$19.7K - $23.6K
|
59.9K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
425+ 1.32% |
$18.9K - $22.7K
|
32.7K
$1.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 49.67% |
$13.4K - $16K
|
904
$54.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
224+ 0.89% |
$9.97K - $12K
|
25.4K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
203+ 5.25% |
$9.04K - $10.9K
|
4.07K
$244K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
201+ 43.79% |
$8.95K - $10.7K
|
660
$39.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
198+ 0.96% |
$8.81K - $10.6K
|
20.8K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
180+ 0.3% |
$8.01K - $9.63K
|
60.9K
$3.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166+ 23.38% |
$7.39K - $8.88K
|
876
$52.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
155New |
$6.9K - $8.29K
|
155
$9.3K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137New |
$6.1K - $7.33K
|
137
$8.22K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
121+ 1.88% |
$5.39K - $6.47K
|
6.57K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.34K - $4.01K
|
75
$4.5K
|