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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-17.6KClosed |
$627K - $756K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18KClosed |
$641K - $772K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-18K- 54.8% |
$644K - $776K
|
14.9K
$580K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.6K- 5.94% |
$663K - $799K
|
294K
$11.5M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-19.6KClosed |
$701K - $845K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.4K- 30.02% |
$728K - $878K
|
47.6K
$1.85M
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-21.5KClosed |
$767K - $924K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-21.7K- 28.99% |
$773K - $932K
|
53.1K
$2.07M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.4K- 14.6% |
$800K - $964K
|
131K
$5.11M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-23K- 31.91% |
$822K - $991K
|
49.2K
$1.91M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-23.2KClosed |
$828K - $998K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-24K- 15.34% |
$858K - $1.03M
|
133K
$5.17M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24.8K- 20.95% |
$884K - $1.07M
|
93.4K
$3.64M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.3K- 58.93% |
$938K - $1.13M
|
18.3K
$713K
|
|
Apr 29, 2022
Q1 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-27.6K- 42.66% |
$985K - $1.19M
|
37.1K
$1.44M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-31.2K- 21.85% |
$1.11M - $1.34M
|
112K
$4.35M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-31.5K- 14.51% |
$1.12M - $1.36M
|
186K
$7.23M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-32.7K- 23.9% |
$1.17M - $1.41M
|
104K
$4.05M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-33.6K- 16.41% |
$1.2M - $1.45M
|
171K
$6.67M
|
|
May 16, 2022
Q1 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-35.5KClosed |
$1.27M - $1.53M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-35.6K- 72.52% |
$1.27M - $1.53M
|
13.5K
$525K
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-36.1KClosed |
$1.29M - $1.55M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.4K- 12.69% |
$1.3M - $1.57M
|
251K
$9.76M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-37.5K- 87.02% |
$1.34M - $1.61M
|
5.59K
$218K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41.6K- 3.69% |
$1.48M - $1.79M
|
1.09M
$42.3M
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-42.5KClosed |
$1.52M - $1.83M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-45.7KClosed |
$1.63M - $1.97M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 7.65% |
$1.66M - $2M
|
560K
$21.8M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-46.4KClosed |
$1.66M - $2M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-48.7K- 85.96% |
$1.74M - $2.1M
|
7.95K
$310K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.1K- 2.83% |
$1.75M - $2.11M
|
1.69M
$65.7M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.1K- 14.76% |
$1.79M - $2.16M
|
289K
$11.3M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-52.1K- 33.02% |
$1.86M - $2.24M
|
106K
$4.12M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56.3K- 61.71% |
$2.01M - $2.42M
|
34.9K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-56.6KClosed |
$2.02M - $2.44M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-58.9K- 10.03% |
$2.1M - $2.54M
|
529K
$20.6M
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-65K- 54.65% |
$2.32M - $2.79M
|
53.9K
$2.1M
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-67K- 39.06% |
$2.39M - $2.88M
|
105K
$4.07M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-68.9K- 43.38% |
$2.46M - $2.96M
|
89.9K
$3.5M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-70.1K- 20.92% |
$2.5M - $3.01M
|
265K
$10.3M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-71.7K- 19.89% |
$2.56M - $3.09M
|
289K
$11.2M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-72.5K- 21.66% |
$2.59M - $3.12M
|
262K
$10.2M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-77.5K- 89.0% |
$2.77M - $3.33M
|
9.58K
$373K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-82.8K- 66.15% |
$2.95M - $3.56M
|
42.4K
$1.65M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87.4KClosed |
$3.12M - $3.76M
|
0
$0
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-88.7KClosed |
$3.16M - $3.81M
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-98.2K- 37.65% |
$3.5M - $4.22M
|
163K
$6.33M
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-128K- 27.59% |
$4.58M - $5.52M
|
337K
$13.1M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-133K- 96.34% |
$4.75M - $5.73M
|
5.06K
$197K
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-136K- 81.44% |
$4.85M - $5.85M
|
31K
$1.21M
|