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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-205- 0.82% |
$9.95K - $12.6K
|
24.7K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-254- 42.05% |
$12.3K - $15.6K
|
350
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-270- 3.74% |
$13.1K - $16.6K
|
6.96K
$401K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-303- 4.68% |
$14.7K - $18.6K
|
6.17K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-306- 13.12% |
$14.9K - $18.8K
|
2.03K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-330- 24.65% |
$16K - $20.3K
|
1.01K
$58.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-350- 1.14% |
$17K - $21.5K
|
30.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-370- 7.8% |
$18K - $22.7K
|
4.38K
$252K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-375- 7.06% |
$18.2K - $23K
|
4.94K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-375- 1.29% |
$18.2K - $23K
|
28.8K
$1.66M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-424- 20.15% |
$20.6K - $26K
|
1.68K
$96.9K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-457- 9.68% |
$22.2K - $28.1K
|
4.26K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-460- 9.51% |
$22.3K - $28.2K
|
4.38K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-547- 78.37% |
$26.6K - $33.6K
|
151
$8.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-574- 10.84% |
$27.9K - $35.2K
|
4.72K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-665- 6.04% |
$32.3K - $40.8K
|
10.3K
$597K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-711- 2.45% |
$34.5K - $43.7K
|
28.4K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-732- 1.42% |
$35.5K - $44.9K
|
51K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-786- 16.83% |
$38.2K - $48.3K
|
3.89K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-800- 31.94% |
$38.8K - $49.1K
|
1.71K
$98.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-810- 9.74% |
$39.3K - $49.7K
|
7.5K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.05K- 2.63% |
$51.2K - $64.7K
|
38.9K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.07K- 21.6% |
$51.9K - $65.6K
|
3.88K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.2K- 62.37% |
$58.3K - $73.7K
|
724
$41.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 1.93% |
$66.4K - $83.9K
|
69.4K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 5.29% |
$79.9K - $101K
|
29.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.81KClosed |
$87.7K - $111K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.93K- 8.76% |
$93.7K - $119K
|
20.1K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.98K- 22.62% |
$96.2K - $122K
|
6.78K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.09K- 10.29% |
$101K - $128K
|
18.2K
$1.05M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.35K- 36.24% |
$114K - $144K
|
4.13K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.36K- 24.93% |
$114K - $145K
|
7.1K
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.4K- 11.49% |
$117K - $147K
|
18.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.46K- 13.73% |
$119K - $151K
|
15.4K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.59K- 17.33% |
$126K - $159K
|
12.4K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 2.54% |
$128K - $162K
|
101K
$5.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.68K- 3.51% |
$130K - $165K
|
73.7K
$4.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.74K- 6.33% |
$133K - $168K
|
40.6K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.84K- 20.23% |
$138K - $174K
|
11.2K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.97K- 44.6% |
$144K - $182K
|
3.69K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 6.13% |
$149K - $189K
|
47.2K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.11K- 23.56% |
$151K - $191K
|
10.1K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.15K- 9.6% |
$153K - $193K
|
29.6K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.59K- 30.45% |
$174K - $220K
|
8.19K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.77K- 12.51% |
$183K - $232K
|
26.4K
$1.52M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.95K- 69.91% |
$192K - $243K
|
1.7K
$98K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.97K- 44.39% |
$193K - $244K
|
4.97K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.99K- 8.34% |
$242K - $306K
|
54.8K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.64K- 1.26% |
$274K - $346K
|
443K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.75K- 37.46% |
$279K - $353K
|
9.6K
$554K
|