Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
47.5K+ 7.56% |
$1.59M - $1.73M
|
676K
$26.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45.5K+ 17.93% |
$1.52M - $1.65M
|
299K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
42.8K+ 97.0% |
$1.43M - $1.56M
|
86.9K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41.4K+ 27.82% |
$1.38M - $1.51M
|
190K
$7.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
34.7K+ 314.45% |
$1.16M - $1.26M
|
45.7K
$1.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
33.8K+ 31.85% |
$1.13M - $1.23M
|
140K
$5.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
33.5K+ 56.75% |
$1.12M - $1.22M
|
92.5K
$3.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
32K+ 101.69% |
$1.07M - $1.17M
|
63.5K
$2.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 3.23% |
$968K - $1.06M
|
927K
$35.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
27.5K+ 16.94% |
$916K - $999K
|
190K
$7.34M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26.4K+ 50.99% |
$880K - $960K
|
78.1K
$3.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.8K+ 19.83% |
$827K - $902K
|
150K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.5KNew |
$817K - $891K
|
24.5K
$949K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.9K+ 5.4% |
$797K - $869K
|
467K
$18.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 5.23% |
$793K - $865K
|
479K
$18.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 19.88% |
$773K - $843K
|
140K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 336.3% |
$756K - $824K
|
29.4K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.5K+ 66.81% |
$751K - $819K
|
56.2K
$2.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
22.1KNew |
$737K - $803K
|
22.1K
$855K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22K+ 4.86% |
$735K - $801K
|
475K
$18.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
21.6K+ 4.05% |
$720K - $785K
|
554K
$21.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20.9K+ 12.57% |
$697K - $760K
|
187K
$7.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 14.09% |
$650K - $709K
|
158K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.3K+ 5.53% |
$643K - $701K
|
368K
$14.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.8K+ 8.74% |
$629K - $685K
|
234K
$9.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.5K+ 14.8% |
$615K - $671K
|
143K
$5.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.3K+ 17.37% |
$611K - $666K
|
124K
$4.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.8K+ 28.51% |
$595K - $648K
|
80.4K
$3.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
17.4KNew |
$580K - $632K
|
17.4K
$673K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
17.3K+ 37.72% |
$578K - $630K
|
63.3K
$2.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17K+ 16.76% |
$567K - $619K
|
118K
$4.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
16.9K+ 8.26% |
$564K - $615K
|
221K
$8.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.8K+ 8.23% |
$559K - $609K
|
220K
$8.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.7K+ 3.34% |
$557K - $607K
|
517K
$20M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 2.91% |
$517K - $564K
|
549K
$21.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15.4K+ 3.72% |
$514K - $560K
|
430K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 4.38% |
$510K - $556K
|
364K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8K+ 197.17% |
$494K - $538K
|
22.3K
$864K
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.2K+ 6.18% |
$473K - $516K
|
244K
$9.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
14K+ 4.91% |
$466K - $508K
|
298K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 64.9% |
$459K - $500K
|
35K
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.6K+ 2.53% |
$454K - $495K
|
552K
$21.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
13.5K+ 3.71% |
$452K - $493K
|
379K
$14.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$427K - $465K
|
12.8K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 0.7% |
$421K - $459K
|
1.8M
$69.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.4K+ 22.81% |
$415K - $452K
|
66.9K
$2.59M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.4K+ 49.38% |
$380K - $414K
|
34.4K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.4K+ 6.31% |
$379K - $414K
|
191K
$7.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.2K+ 46.22% |
$374K - $408K
|
35.5K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11K+ 46.69% |
$367K - $400K
|
34.6K
$1.34M
|