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 |
---|---|---|---|---|---|---|---|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21.5K+ 12.6% |
$766K - $924K
|
192K
$7.65M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
21.4K+ 30.23% |
$762K - $919K
|
92K
$3.67M
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
20.3K+ 22.63% |
$725K - $874K
|
110K
$4.39M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
20.1K+ 108.39% |
$716K - $863K
|
38.6K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19.7K+ 21.12% |
$703K - $847K
|
113K
$4.5M
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
19.4K+ 204.63% |
$693K - $835K
|
28.9K
$1.15M
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
18.9K+ 14.09% |
$676K - $814K
|
153K
$6.11M
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
18.9K+ 8.73% |
$674K - $812K
|
235K
$9.37M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18K+ 141.54% |
$643K - $774K
|
30.7K
$1.22M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.7KNew |
$632K - $762K
|
17.7K
$706K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.5K+ 38.97% |
$626K - $754K
|
62.5K
$2.49M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
17K+ 19.94% |
$607K - $732K
|
102K
$4.08M
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16.9K+ 21.79% |
$604K - $729K
|
94.7K
$3.77M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 22.35% |
$581K - $701K
|
89.2K
$3.55M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 27.18% |
$569K - $685K
|
74.6K
$2.97M
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
15.6K+ 13.61% |
$556K - $670K
|
130K
$5.19M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
15.5K+ 9.62% |
$553K - $667K
|
177K
$7.04M
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
15.3K+ 61.14% |
$546K - $658K
|
40.3K
$1.61M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.1K+ 39.96% |
$540K - $651K
|
53K
$2.11M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.7KNew |
$525K - $633K
|
14.7K
$586K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14.7K+ 22.46% |
$524K - $631K
|
80K
$3.19M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.4K+ 99.54% |
$513K - $619K
|
28.8K
$1.15M
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
14.1K+ 32.57% |
$502K - $605K
|
57.2K
$2.28M
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
14K+ 34.33% |
$499K - $602K
|
54.8K
$2.18M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 7.28% |
$499K - $602K
|
206K
$8.23M
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
13.7K+ 8.85% |
$489K - $590K
|
169K
$6.72M
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
13.3K+ 4.28% |
$476K - $574K
|
325K
$13M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
13.2K+ 115.02% |
$472K - $569K
|
24.7K
$986K
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.2KNew |
$472K - $569K
|
13.2K
$527K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 2.02% |
$469K - $565K
|
664K
$26.5M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 195.72% |
$467K - $563K
|
19.8K
$788K
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 28.51% |
$448K - $540K
|
56.6K
$2.26M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
12.2K+ 8.22% |
$436K - $526K
|
161K
$6.42M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 94.66% |
$432K - $521K
|
24.9K
$993K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.9K+ 22.47% |
$425K - $512K
|
64.9K
$2.59M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.9K+ 6.88% |
$423K - $510K
|
184K
$7.34M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 4.59% |
$416K - $502K
|
266K
$10.6M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
11.5KNew |
$411K - $496K
|
11.5K
$459K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.5KNew |
$411K - $495K
|
11.5K
$459K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.2K+ 14.29% |
$401K - $483K
|
89.8K
$3.58M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11KNew |
$394K - $475K
|
11K
$440K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 18.37% |
$392K - $473K
|
70.9K
$2.82M
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.7KNew |
$381K - $459K
|
10.7K
$426K
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 10.69% |
$374K - $450K
|
108K
$4.32M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10.3K+ 17.56% |
$369K - $445K
|
69.2K
$2.76M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10.1K+ 13.74% |
$360K - $434K
|
83.5K
$3.33M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.83K+ 114.79% |
$351K - $423K
|
18.4K
$733K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
9.78K+ 5.36% |
$349K - $421K
|
192K
$7.66M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.66K+ 158.99% |
$345K - $416K
|
15.7K
$627K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.66K+ 1.88% |
$345K - $416K
|
524K
$20.9M
|