Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1Closed |
$32.5 - $36.4
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2- 6.45% |
$65 - $72.9
|
29
$1.12K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2- 0.4% |
$65 - $72.9
|
500
$19.4K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8- 0.12% |
$260 - $292
|
6.43K
$249K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-10- 0.2% |
$325 - $364
|
4.95K
$192K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.2% |
$650 - $729
|
10.2K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-21- 33.33% |
$682 - $765
|
42
$1.63K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.07% |
$1.14K - $1.28K
|
47.3K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-40- 0.3% |
$1.3K - $1.46K
|
13.2K
$509K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-41- 5.39% |
$1.33K - $1.49K
|
719
$27.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-52- 0.17% |
$1.69K - $1.89K
|
30.1K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-53- 14.1% |
$1.72K - $1.93K
|
323
$12.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-57- 0.32% |
$1.85K - $2.08K
|
17.6K
$682K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-73- 22.12% |
$2.37K - $2.66K
|
257
$9.95K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-88- 0.49% |
$2.86K - $3.21K
|
17.9K
$694K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-91- 28.53% |
$2.96K - $3.32K
|
228
$8.83K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-94- 0.48% |
$3.05K - $3.43K
|
19.3K
$747K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-97- 24.19% |
$3.15K - $3.53K
|
304
$11.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-117- 1.31% |
$3.8K - $4.26K
|
8.82K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-130- 0.18% |
$4.22K - $4.74K
|
72.2K
$2.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-132- 5.66% |
$4.29K - $4.81K
|
2.2K
$85.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-136- 0.1% |
$4.42K - $4.96K
|
140K
$5.41M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-163- 1.87% |
$5.3K - $5.94K
|
8.54K
$331K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-167- 0.78% |
$5.43K - $6.09K
|
21.3K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-172- 0.15% |
$5.59K - $6.27K
|
114K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-177- 99.44% |
$5.75K - $6.45K
|
1
$38.7
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-182- 1.12% |
$5.91K - $6.63K
|
16K
$621K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-186- 0.92% |
$6.04K - $6.78K
|
20.1K
$777K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-186- 4.05% |
$6.04K - $6.78K
|
4.41K
$171K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-215- 2.5% |
$6.99K - $7.83K
|
8.4K
$325K
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-217- 3.41% |
$7.05K - $7.91K
|
6.15K
$238K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-234- 0.7% |
$7.6K - $8.53K
|
33.1K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-243- 27.77% |
$7.9K - $8.85K
|
632
$24.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-265- 0.47% |
$8.61K - $9.66K
|
56.2K
$2.18M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-270- 0.89% |
$8.77K - $9.84K
|
29.9K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-285- 32.42% |
$9.26K - $10.4K
|
594
$23K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-304- 3.27% |
$9.88K - $11.1K
|
9K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-340- 0.05% |
$11K - $12.4K
|
623K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-341- 96.6% |
$11.1K - $12.4K
|
12
$465
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-345- 0.35% |
$11.2K - $12.6K
|
99.3K
$3.84M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-357- 5.35% |
$11.6K - $13K
|
6.32K
$245K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-357- 2.3% |
$11.6K - $13K
|
15.1K
$586K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-361- 62.78% |
$11.7K - $13.2K
|
214
$8.29K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-402- 1.66% |
$13.1K - $14.6K
|
23.8K
$923K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-404- 0.65% |
$13.1K - $14.7K
|
61.8K
$2.39M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-435- 1.57% |
$14.1K - $15.9K
|
27.3K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-455- 0.51% |
$14.8K - $16.6K
|
89.3K
$3.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-458- 0.46% |
$14.9K - $16.7K
|
99.4K
$3.85M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-463- 4.28% |
$15K - $16.9K
|
10.4K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-476- 4.73% |
$15.5K - $17.3K
|
9.59K
$371K
|