Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5.96K+ 29.7% |
$198K - $213K
|
26K
$1.01M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.91K+ 5.83% |
$196K - $211K
|
107K
$4.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.91KNew |
$196K - $211K
|
5.91K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.83KNew |
$194K - $208K
|
5.83K
$226K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.8K+ 11.96% |
$193K - $207K
|
54.3K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.71K+ 3.53% |
$190K - $204K
|
168K
$6.5M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.39K+ 54.73% |
$179K - $193K
|
15.2K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.31K+ 1.44% |
$176K - $190K
|
374K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.14KNew |
$171K - $184K
|
5.14K
$199K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.05K+ 4.05% |
$168K - $181K
|
130K
$5.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.89K+ 56.53% |
$162K - $175K
|
13.5K
$524K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.89K+ 7.06% |
$162K - $175K
|
74.1K
$2.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.85K+ 1.3% |
$161K - $173K
|
378K
$14.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.85K+ 3.99% |
$161K - $173K
|
126K
$4.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.81K+ 3.05% |
$160K - $172K
|
163K
$6.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.72K+ 3.54% |
$157K - $169K
|
138K
$5.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.7K+ 2.76% |
$156K - $168K
|
175K
$6.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.68K+ 31.47% |
$155K - $167K
|
19.5K
$757K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.59K+ 2.04% |
$152K - $164K
|
230K
$8.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.45K+ 6.39% |
$148K - $159K
|
74.1K
$2.87M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.45K+ 38.15% |
$148K - $159K
|
16.1K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 3.31% |
$145K - $156K
|
136K
$5.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.11K+ 2.09% |
$136K - $147K
|
201K
$7.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 31.39% |
$134K - $145K
|
17K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.05K+ 71.87% |
$134K - $145K
|
9.68K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4K+ 4.13% |
$133K - $143K
|
101K
$3.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.93K+ 9.77% |
$130K - $140K
|
44.1K
$1.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.89K+ 0.78% |
$129K - $139K
|
500K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.83K+ 1.68% |
$127K - $137K
|
231K
$8.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.79K+ 2.41% |
$126K - $136K
|
161K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.79K+ 10.15% |
$126K - $136K
|
41.1K
$1.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.79K+ 1.85% |
$126K - $135K
|
209K
$8.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 0.43% |
$125K - $135K
|
872K
$33.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.74K+ 2.79% |
$124K - $134K
|
138K
$5.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.67K+ 39.62% |
$122K - $131K
|
12.9K
$501K
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.67K+ 2.51% |
$122K - $131K
|
150K
$5.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.63K+ 2.83% |
$121K - $130K
|
132K
$5.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 1.26% |
$118K - $127K
|
284K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.5K+ 3.87% |
$116K - $125K
|
93.9K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.47K+ 6.2% |
$115K - $124K
|
59.4K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.43K+ 27.69% |
$114K - $123K
|
15.8K
$613K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.39K+ 0.47% |
$113K - $121K
|
725K
$28.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.39K+ 8.99% |
$113K - $121K
|
41.1K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
3.37K+ 2.17% |
$112K - $120K
|
159K
$6.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.14K+ 3.46% |
$104K - $112K
|
93.9K
$3.64M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 3.1% |
$102K - $110K
|
102K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 3.1% |
$102K - $110K
|
102K
$3.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.05KNew |
$101K - $109K
|
3.05K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.01K+ 41.81% |
$99.8K - $107K
|
10.2K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3KNew |
$99.6K - $107K
|
3K
$116K
|