Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
121+ 1.88% |
$5.39K - $6.47K
|
6.57K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.34K - $4.01K
|
75
$4.58K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
72+ 6.17% |
$3.21K - $3.85K
|
1.24K
$75.6K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56New |
$2.49K - $2.99K
|
56
$3.42K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
45+ 1.91% |
$2K - $2.41K
|
2.41K
$147K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
43+ 0.33% |
$1.91K - $2.3K
|
13.2K
$807K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$1.83K - $2.19K
|
41
$2.5K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
21+ 0.4% |
$935 - $1.12K
|
5.25K
$321K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.34% |
$267 - $321
|
1.77K
$108K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5+ 0.07% |
$223 - $267
|
7.16K
$437K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.38% |
$89 - $107
|
531
$32.4K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.42% |
$89 - $107
|
473
$28.9K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$44.5 - $53.5
|
21.9K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$44.5 - $53.5
|
1
$61
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $53.5
|
7.29K
$445K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 3.77% |
$89 - $107
|
51
$3.11K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-5- 0.25% |
$223 - $267
|
2K
$122K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 31.03% |
$401 - $481
|
20
$1.22K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.09% |
$445 - $535
|
11.1K
$675K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.25% |
$712 - $856
|
696
$42.5K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.25% |
$712 - $856
|
696
$42.5K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 2.1% |
$1.11K - $1.34K
|
1.16K
$71K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 96.77% |
$1.34K - $1.6K
|
1
$61
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-63- 6.14% |
$2.8K - $3.37K
|
963
$58.8K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 3.56% |
$2.89K - $3.48K
|
1.76K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-84- 4.74% |
$3.74K - $4.49K
|
1.69K
$103K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-98- 1.86% |
$4.36K - $5.24K
|
5.18K
$316K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-135- 45.76% |
$6.01K - $7.22K
|
160
$9.76K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-196- 9.71% |
$8.73K - $10.5K
|
1.82K
$111K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-199- 5.35% |
$8.86K - $10.6K
|
3.52K
$215K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 64.31% |
$8.9K - $10.7K
|
111
$6.77K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-225- 0.93% |
$10K - $12K
|
24K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-240- 36.36% |
$10.7K - $12.8K
|
420
$25.6K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-305- 2.68% |
$13.6K - $16.3K
|
11.1K
$675K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-339- 13.89% |
$15.1K - $18.1K
|
2.1K
$128K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-359- 1.21% |
$16K - $19.2K
|
29.4K
$1.8M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360- 13.88% |
$16K - $19.3K
|
2.23K
$136K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-407- 38.51% |
$18.1K - $21.8K
|
650
$39.7K
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-409- 1.84% |
$18.2K - $21.9K
|
21.8K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-425- 54.14% |
$18.9K - $22.7K
|
360
$22K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-435- 44.85% |
$19.4K - $23.3K
|
535
$32.7K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-465- 5.68% |
$20.7K - $24.9K
|
7.72K
$471K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-548- 0.42% |
$24.4K - $29.3K
|
129K
$7.85M
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-553- 4.24% |
$24.6K - $29.6K
|
12.5K
$762K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-562- 4.72% |
$25K - $30.1K
|
11.3K
$692K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-704- 14.85% |
$31.3K - $37.6K
|
4.04K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-754- 6.41% |
$33.6K - $40.3K
|
11K
$672K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-783- 3.02% |
$34.9K - $41.9K
|
25.2K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-922- 3.03% |
$41K - $49.3K
|
29.5K
$1.8M
|