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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.64KNew |
$344K - $415K
|
9.64K
$384K
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
9.28KNew |
$331K - $399K
|
9.28K
$370K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.19K+ 61.04% |
$328K - $395K
|
24.2K
$966K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.9K+ 19.23% |
$318K - $383K
|
55.2K
$2.2M
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.75KNew |
$312K - $376K
|
8.75K
$349K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.67K+ 19.58% |
$309K - $373K
|
52.9K
$2.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.27K+ 7.34% |
$295K - $356K
|
121K
$4.82M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
8.12K+ 35.97% |
$290K - $349K
|
30.7K
$1.22M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.06K+ 13.28% |
$288K - $347K
|
68.7K
$2.74M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.99K+ 6.61% |
$285K - $344K
|
129K
$5.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.94K+ 15.73% |
$283K - $341K
|
58.4K
$2.33M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.92K+ 5.26% |
$283K - $341K
|
158K
$6.32M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.73K+ 76.48% |
$276K - $333K
|
17.8K
$711K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
7.72K+ 12.61% |
$275K - $332K
|
68.9K
$2.75M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.68K+ 49.15% |
$274K - $331K
|
23.3K
$929K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
7.3KNew |
$260K - $314K
|
7.3K
$291K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.97K+ 9.97% |
$249K - $300K
|
76.8K
$3.06M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.91K+ 192.64% |
$247K - $297K
|
10.5K
$418K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.84K+ 19.98% |
$244K - $294K
|
41.1K
$1.64M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.8K+ 8.24% |
$243K - $292K
|
89.4K
$3.56M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.79KNew |
$242K - $292K
|
6.79K
$271K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.66KNew |
$238K - $286K
|
6.66K
$265K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6.65KNew |
$237K - $286K
|
6.65K
$265K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.55K+ 18.85% |
$234K - $282K
|
41.3K
$1.65M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.52K+ 13.84% |
$233K - $280K
|
53.6K
$2.14M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.45K+ 7.94% |
$230K - $278K
|
87.8K
$3.5M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.4KNew |
$228K - $275K
|
6.4K
$255K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.33KNew |
$226K - $272K
|
6.33K
$252K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.3KNew |
$225K - $271K
|
6.3K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
6.29K+ 389.47% |
$224K - $270K
|
7.9K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.22K+ 8.61% |
$222K - $267K
|
78.5K
$3.13M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.08KNew |
$217K - $261K
|
6.08K
$242K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.06K+ 19.23% |
$216K - $261K
|
37.6K
$1.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
6.06K+ 10.57% |
$216K - $261K
|
63.4K
$2.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
6.06K+ 17.25% |
$216K - $260K
|
41.2K
$1.64M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$211K - $254K
|
5.91K
$235K
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
BUY
|
- |
5.87K+ 2.34% |
$209K - $252K
|
256K
$10.2M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
5.85KNew |
$209K - $252K
|
5.85K
$233K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.67KNew |
$202K - $244K
|
5.67K
$226K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.51KNew |
$197K - $237K
|
5.51K
$220K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.45K+ 3.14% |
$194K - $234K
|
179K
$7.14M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.36K+ 18.74% |
$191K - $231K
|
34K
$1.35M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
5.31K+ 52.15% |
$189K - $228K
|
15.5K
$617K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.22K+ 4.71% |
$186K - $225K
|
116K
$4.63M
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
5.22KNew |
$186K - $225K
|
5.22K
$208K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.16K+ 10.47% |
$184K - $222K
|
54.4K
$2.17M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.15K+ 16.45% |
$184K - $222K
|
36.5K
$1.45M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
5.04K+ 2.41% |
$180K - $217K
|
214K
$8.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.92K+ 9.54% |
$175K - $211K
|
56.5K
$2.25M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.75K+ 16.35% |
$169K - $204K
|
33.8K
$1.35M
|