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 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.93K- 31.61% |
$176K - $212K
|
10.7K
$425K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.14KClosed |
$184K - $221K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.2KClosed |
$186K - $224K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-5.48K- 39.41% |
$196K - $236K
|
8.43K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.62KClosed |
$201K - $242K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.68K- 5.03% |
$203K - $244K
|
107K
$4.28M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-5.7K- 10.38% |
$203K - $245K
|
49.2K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.71K- 51.66% |
$204K - $246K
|
5.35K
$213K
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-5.8K- 46.19% |
$207K - $249K
|
6.75K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.97KClosed |
$213K - $257K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.12KClosed |
$218K - $263K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.14KClosed |
$219K - $264K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.27KClosed |
$224K - $270K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.62K- 1.92% |
$236K - $285K
|
338K
$13.5M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.69K- 11.56% |
$239K - $288K
|
51.2K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.77K- 14.89% |
$242K - $291K
|
38.7K
$1.54M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.78K- 18.51% |
$242K - $292K
|
29.8K
$1.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-6.95K- 5.27% |
$248K - $299K
|
125K
$4.99M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-6.95K- 16.46% |
$248K - $299K
|
35.3K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.98K- 52.94% |
$249K - $300K
|
6.2K
$247K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.23K- 6.4% |
$258K - $311K
|
106K
$4.21M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.36K- 30.26% |
$263K - $316K
|
17K
$676K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.45K- 35.57% |
$266K - $320K
|
13.5K
$538K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8.52K- 6.18% |
$304K - $366K
|
129K
$5.16M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.91K- 22.26% |
$318K - $383K
|
31.1K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-8.98KClosed |
$320K - $386K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.03K- 52.02% |
$322K - $389K
|
8.33K
$332K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-9.12K- 8.4% |
$325K - $392K
|
99.5K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-9.18KClosed |
$328K - $395K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.25K- 55.94% |
$330K - $398K
|
7.28K
$290K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.35K- 12.82% |
$334K - $402K
|
63.6K
$2.53M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-9.6K- 29.89% |
$343K - $413K
|
22.5K
$897K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10K- 31.13% |
$358K - $432K
|
22.2K
$885K
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10.2K- 23.36% |
$365K - $440K
|
33.6K
$1.34M
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-10.4K- 6.64% |
$373K - $449K
|
147K
$5.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.5K- 10.89% |
$373K - $450K
|
85.5K
$3.41M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7K- 55.87% |
$382K - $461K
|
8.46K
$337K
|
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-11.3K- 17.07% |
$402K - $485K
|
54.8K
$2.18M
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-12.2K- 35.66% |
$436K - $526K
|
22K
$879K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.9K- 86.1% |
$460K - $554K
|
2.08K
$82.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 8.52% |
$524K - $631K
|
158K
$6.28M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-14.9K- 69.87% |
$532K - $641K
|
6.43K
$256K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15.1K- 6.94% |
$538K - $649K
|
202K
$8.06M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-15.2K- 4.92% |
$543K - $655K
|
294K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-15.6K- 29.49% |
$557K - $671K
|
37.3K
$1.49M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-16K- 26.61% |
$571K - $689K
|
44.2K
$1.76M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-16.1K- 20.89% |
$576K - $694K
|
61.1K
$2.43M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-16.7K- 5.44% |
$598K - $720K
|
291K
$11.6M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17K- 48.88% |
$606K - $731K
|
17.8K
$708K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17.5K- 50.71% |
$625K - $753K
|
17K
$678K
|