Purchases and Sales Made in Q3 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-83
- 3.18%
$2.77K - $3.02K
2.52K $98.9K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

SELL
 -
-86
- 0.27%
$2.87K - $3.13K
31.6K $1.24M
Nov 09, 2023 Q3 2023
Strategic Financial Planning, Inc.

SELL
 -
-89
- 0.85%
$2.97K - $3.24K
10.4K $408K
Nov 03, 2023 Q3 2023
New Square Capital LLC

SELL
 -
-100
- 87.72%
$3.34K - $3.64K
14 $549
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

SELL
 -
-103
- 0.26%
$3.44K - $3.75K
38.8K $1.52M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

SELL
 -
-115
- 0.44%
$3.84K - $4.18K
25.8K $1.01M
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
SELL
 -
-120
- 0.18%
$4K - $4.36K
65.9K $2.58M
Nov 08, 2023 Q3 2023
Rede Wealth, LLC

SELL
 -
-123
- 0.75%
$4.1K - $4.47K
16.3K $637K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

SELL
 -
-127
- 0.22%
$4.24K - $4.62K
57.9K $2.27M
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-138
- 1.92%
$4.6K - $5.02K
7.06K $276K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

SELL
 -
-162
- 17.69%
$5.4K - $5.89K
754 $29.5K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-179
- 54.24%
$5.97K - $6.51K
151 $5.92K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-180
- 46.75%
$6K - $6.55K
205 $8.03K
Nov 08, 2023 Q3 2023
Morling Financial Advisors, LLC

SELL
 -
-182
- 1.02%
$6.07K - $6.62K
17.6K $691K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

SELL
 -
-190
- 3.82%
$6.34K - $6.91K
4.78K $187K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

SELL
 -
-193
- 2.36%
$6.44K - $7.02K
7.98K $313K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

SELL
 -
-201
- 1.03%
$6.71K - $7.31K
19.4K $760K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-219
- 0.17%
$7.31K - $7.97K
125K $4.91M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
SELL
 -
-234
- 1.35%
$7.81K - $8.51K
17.1K $671K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

SELL
 -
-243
Closed
$8.11K - $8.84K
0 $0
Nov 03, 2023 Q3 2023
Ade, LLC

SELL
 -
-250
- 0.25%
$8.34K - $9.09K
100K $3.93M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

SELL
 -
-275
- 3.47%
$9.17K - $10K
7.64K $299K
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

SELL
 -
-278
- 0.66%
$9.27K - $10.1K
42.2K $1.65M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

SELL
 -
-291
- 2.15%
$9.71K - $10.6K
13.2K $519K
Oct 31, 2023 Q3 2023
Iron Financial, LLC

SELL
 -
-328
- 1.08%
$10.9K - $11.9K
30.1K $1.18M
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

SELL
 -
-330
- 2.6%
$11K - $12K
12.4K $485K
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

SELL
 -
-376
- 1.22%
$12.5K - $13.7K
30.5K $1.19M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-435
- 1.1%
$14.5K - $15.8K
39K $1.53M
Nov 14, 2023 Q3 2023
Stephens Inc

SELL
 -
-449
- 4.1%
$15K - $16.3K
10.5K $412K
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
SELL
 -
-449
- 2.77%
$15K - $16.3K
15.8K $618K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
SELL
 -
-459
- 5.61%
$15.3K - $16.7K
7.73K $303K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-466
- 4.23%
$15.5K - $16.9K
10.6K $414K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-471
- 2.61%
$15.7K - $17.1K
17.6K $688K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

SELL
 -
-473
- 0.64%
$15.8K - $17.2K
73.6K $2.89M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-492
- 1.32%
$16.4K - $17.9K
36.9K $1.44M
Oct 25, 2023 Q3 2023
Upper Left Wealth Management, LLC

SELL
 -
-503
- 2.6%
$16.8K - $18.3K
18.8K $738K
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

SELL
 -
-506
- 2.15%
$16.9K - $18.4K
23K $903K
Nov 13, 2023 Q3 2023
Vista Investment Management

Pittsburgh, PA
SELL
 -
-509
- 0.58%
$17K - $18.5K
87.6K $3.43M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

SELL
 -
-519
- 0.48%
$17.3K - $18.9K
108K $4.24M
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

SELL
 -
-530
- 0.95%
$17.7K - $19.3K
55.4K $2.17M
Nov 14, 2023 Q3 2023
Iconiq Capital, LLC

San Francisco, CA
SELL
 -
-544
- 0.09%
$18.1K - $19.8K
636K $24.9M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-569
- 16.63%
$19K - $20.7K
2.85K $112K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
SELL
 -
-607
- 4.12%
$20.2K - $22.1K
14.1K $554K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-616
- 91.67%
$20.5K - $22.4K
56 $2.19K
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

SELL
 -
-627
- 3.17%
$20.9K - $22.8K
19.1K $750K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-637
- 0.55%
$21.3K - $23.2K
115K $4.5M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

SELL
 -
-652
- 3.02%
$21.8K - $23.7K
21K $821K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

SELL
 -
-654
- 30.52%
$21.8K - $23.8K
1.49K $58.3K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-662
- 6.09%
$22.1K - $24.1K
10.2K $400K

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