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 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
840+ 5.11% |
$40.8K - $51.6K
|
17.3K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
778+ 5.22% |
$37.8K - $47.8K
|
15.7K
$905K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
750New |
$36.4K - $46.1K
|
750
$43.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
711+ 0.63% |
$34.5K - $43.7K
|
114K
$6.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
696New |
$33.8K - $42.7K
|
696
$40.1K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
568+ 2.64% |
$27.6K - $34.9K
|
22.1K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
552+ 2.44% |
$26.8K - $33.9K
|
23.2K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
510New |
$24.8K - $31.3K
|
510
$29.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
503+ 5.53% |
$24.4K - $30.9K
|
9.6K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
501+ 75.68% |
$24.3K - $30.8K
|
1.16K
$67.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
494+ 4.51% |
$24K - $30.3K
|
11.5K
$660K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$19.4K - $24.6K
|
400
$23.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
334+ 3.92% |
$16.2K - $20.5K
|
8.85K
$510K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
278+ 4.07% |
$13.5K - $17.1K
|
7.11K
$410K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
253+ 1.39% |
$12.3K - $15.5K
|
18.4K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
215+ 0.76% |
$10.4K - $13.2K
|
28.6K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185+ 6.29% |
$8.98K - $11.4K
|
3.13K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
165+ 0.16% |
$8.01K - $10.1K
|
100K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
157+ 0.17% |
$7.62K - $9.64K
|
92.7K
$5.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
153+ 0.54% |
$7.43K - $9.39K
|
28.6K
$1.65M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
146New |
$7.09K - $8.96K
|
146
$8.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
145New |
$7.04K - $8.9K
|
145
$8.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
126+ 2.36% |
$6.12K - $7.74K
|
5.47K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
103New |
$5K - $6.32K
|
103
$5.94K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
39+ 0.35% |
$1.89K - $2.39K
|
11.1K
$642K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
27New |
$1.31K - $1.66K
|
27
$1.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
21+ 2.77% |
$1.02K - $1.29K
|
780
$45K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.16% |
$1.02K - $1.29K
|
13.3K
$766K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
18New |
$874 - $1.11K
|
18
$1.04K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.12% |
$97.1 - $123
|
1.69K
$97.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$48.6 - $61.4
|
475
$27.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$48.6 - $61.4
|
5.71K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$48.6 - $61.4
|
1
$57.7
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 3.13% |
$48.6 - $61.4
|
31
$1.79K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15- 93.75% |
$728 - $921
|
1
$57.7
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17- 0.96% |
$826 - $1.04K
|
1.76K
$101K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20- 3.11% |
$971 - $1.23K
|
623
$35.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22- 0.51% |
$1.07K - $1.35K
|
4.32K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30- 0.13% |
$1.46K - $1.84K
|
23.8K
$1.37M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-37- 25.34% |
$1.8K - $2.27K
|
109
$6.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-56- 5.82% |
$2.72K - $3.44K
|
907
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86- 7.39% |
$4.18K - $5.28K
|
1.08K
$62.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-105- 67.74% |
$5.1K - $6.45K
|
50
$2.88K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118- 1.63% |
$5.73K - $7.25K
|
7.11K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-119- 1.74% |
$5.78K - $7.31K
|
6.74K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-144- 3.41% |
$6.99K - $8.84K
|
4.07K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-185- 0.62% |
$8.98K - $11.4K
|
29.6K
$1.71M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-198- 3.32% |
$9.61K - $12.2K
|
5.76K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-201- 0.17% |
$9.76K - $12.3K
|
121K
$6.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 9.49% |
$9.76K - $12.3K
|
1.92K
$110K
|