Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.15MNew |
$112M - $135M
|
3.15M
$125M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.78M+ 2658.1% |
$99.2M - $120M
|
2.88M
$115M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.74M+ 88.67% |
$61.9M - $74.7M
|
3.69M
$147M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.38M+ 19584.57% |
$49.3M - $59.4M
|
1.39M
$55.3M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.18M+ 157.38% |
$42.3M - $51M
|
1.94M
$77.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
997K+ 72.55% |
$35.6M - $42.9M
|
2.37M
$94.5M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
911K+ 5.42% |
$32.5M - $39.2M
|
17.7M
$706M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
866K+ 13.46% |
$30.9M - $37.2M
|
7.3M
$291M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
791K+ 522.86% |
$28.2M - $34M
|
942K
$37.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
783K+ 26.9% |
$27.9M - $33.7M
|
3.69M
$147M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
736K+ 36.11% |
$26.3M - $31.7M
|
2.78M
$111M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
698K+ 17.57% |
$24.9M - $30M
|
4.67M
$186M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
660K+ 146.15% |
$23.5M - $28.4M
|
1.11M
$44.3M
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
634KNew |
$22.6M - $27.3M
|
634K
$25.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
583K+ 93.86% |
$20.8M - $25.1M
|
1.21M
$48M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
462K+ 688.99% |
$16.5M - $19.9M
|
529K
$21.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
459K+ 38.59% |
$16.4M - $19.7M
|
1.65M
$65.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
328K+ 42.99% |
$11.7M - $14.1M
|
1.09M
$43.4M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
319K+ 16.71% |
$11.4M - $13.7M
|
2.23M
$88.9M
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
262K+ 85.05% |
$9.34M - $11.3M
|
569K
$22.7M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
258K+ 3384.06% |
$9.21M - $11.1M
|
266K
$10.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
251K+ 24.85% |
$8.95M - $10.8M
|
1.26M
$50.3M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
238KNew |
$8.48M - $10.2M
|
238K
$9.47M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
227K+ 61.85% |
$8.1M - $9.76M
|
594K
$23.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
224K+ 10.99% |
$7.99M - $9.63M
|
2.26M
$90.1M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
205K+ 3034.2% |
$7.33M - $8.83M
|
212K
$8.45M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
202K+ 201.0% |
$7.21M - $8.69M
|
302K
$12.1M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
182K+ 52.68% |
$6.5M - $7.83M
|
528K
$21M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
178KNew |
$6.35M - $7.66M
|
178K
$7.1M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
174K+ 1491.61% |
$6.22M - $7.5M
|
186K
$7.42M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
170KNew |
$6.07M - $7.31M
|
170K
$6.77M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 11.1% |
$5.8M - $7M
|
1.63M
$64.9M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
146K+ 34.02% |
$5.2M - $6.27M
|
574K
$22.9M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
141K+ 951.09% |
$5.04M - $6.07M
|
156K
$6.22M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
139KNew |
$4.97M - $5.99M
|
139K
$5.55M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
129K+ 34.02% |
$4.6M - $5.54M
|
507K
$20.2M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122K+ 78.44% |
$4.37M - $5.27M
|
278K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
113KNew |
$4.04M - $4.87M
|
113K
$4.52M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
112K+ 28.13% |
$4M - $4.82M
|
510K
$20.3M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
110K+ 278.29% |
$3.94M - $4.75M
|
150K
$5.98M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
104KNew |
$3.73M - $4.49M
|
104K
$4.16M
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
103K+ 354.64% |
$3.68M - $4.44M
|
132K
$5.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
96.4K+ 10.66% |
$3.44M - $4.15M
|
1M
$39.9M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
92.1K+ 207.83% |
$3.29M - $3.96M
|
136K
$5.44M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
83KNew |
$2.96M - $3.57M
|
83K
$3.31M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
81.1K+ 13.57% |
$2.89M - $3.49M
|
679K
$27.1M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.8K+ 1092.13% |
$2.85M - $3.43M
|
87.1K
$3.47M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
77.6K+ 52.51% |
$2.77M - $3.34M
|
225K
$8.98M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
73.7K+ 13.36% |
$2.63M - $3.17M
|
625K
$24.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
73.4K+ 17.66% |
$2.62M - $3.16M
|
489K
$19.5M
|