Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$674K - $853K
|
13.9K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11.3K+ 41.57% |
$548K - $692K
|
38.4K
$2.21M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
10.7KNew |
$519K - $656K
|
10.7K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$494K - $624K
|
10.2K
$586K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.18KNew |
$446K - $564K
|
9.18K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
8.85K+ 185.03% |
$430K - $543K
|
13.6K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.16KNew |
$396K - $501K
|
8.16K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.55K+ 69.83% |
$318K - $402K
|
15.9K
$918K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6KNew |
$291K - $368K
|
6K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.33K+ 63.66% |
$259K - $327K
|
13.7K
$790K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.28KNew |
$256K - $324K
|
5.28K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.81K+ 15.09% |
$233K - $295K
|
36.7K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.7KNew |
$228K - $288K
|
4.7K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.33KNew |
$210K - $266K
|
4.33K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.25KNew |
$207K - $261K
|
4.25K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.23K+ 15.29% |
$205K - $259K
|
31.9K
$1.84M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.21KNew |
$204K - $258K
|
4.21K
$242K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.09KNew |
$199K - $251K
|
4.09K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.86K+ 3.55% |
$187K - $237K
|
113K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.65KNew |
$177K - $224K
|
3.65K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.61KNew |
$175K - $221K
|
3.61K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.55KNew |
$173K - $218K
|
3.55K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.55KNew |
$172K - $218K
|
3.55K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.54KNew |
$172K - $217K
|
3.54K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.51K+ 13.14% |
$170K - $215K
|
30.2K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.46KNew |
$168K - $212K
|
3.46K
$199K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.44K+ 10.33% |
$167K - $211K
|
36.8K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.28K+ 5.11% |
$159K - $201K
|
67.4K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.2K+ 57.79% |
$156K - $197K
|
8.75K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.19K+ 524.51% |
$155K - $196K
|
3.8K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 41.17% |
$146K - $184K
|
10.3K
$593K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2.68K+ 4.35% |
$130K - $164K
|
64.2K
$3.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.6K+ 2.98% |
$126K - $160K
|
90K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2.59K+ 0.32% |
$126K - $159K
|
803K
$46.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.25K+ 2.55% |
$109K - $138K
|
90.7K
$5.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.04K+ 41.04% |
$98.8K - $125K
|
6.99K
$403K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.81K+ 3.94% |
$88K - $111K
|
47.8K
$2.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.73K+ 62.8% |
$83.8K - $106K
|
4.47K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.72K+ 2.4% |
$83.7K - $106K
|
73.4K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$80.1K - $101K
|
1.65K
$95.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.53K+ 0.16% |
$74.3K - $93.9K
|
963K
$55.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.49KNew |
$72.2K - $91.3K
|
1.49K
$85.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 1.66% |
$70.6K - $89.3K
|
89.1K
$5.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.24K+ 1.71% |
$60.4K - $76.4K
|
74K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.24K+ 17.3% |
$60.1K - $76K
|
8.39K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.23K+ 28.7% |
$59.9K - $75.8K
|
5.53K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22K+ 26.83% |
$59K - $74.6K
|
5.74K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
970+ 28.24% |
$47.1K - $59.6K
|
4.41K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
886+ 16.63% |
$43K - $54.4K
|
6.21K
$358K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
862+ 4.93% |
$41.9K - $52.9K
|
18.3K
$1.06M
|