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 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.6K+ 14.59% |
$164K - $198K
|
36.1K
$1.44M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 2.83% |
$160K - $193K
|
163K
$6.51M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.29K+ 346.76% |
$153K - $184K
|
5.52K
$220K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.27K+ 95.08% |
$152K - $184K
|
8.76K
$349K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.25K+ 32.44% |
$152K - $183K
|
17.3K
$691K
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.01K+ 4.84% |
$143K - $172K
|
86.8K
$3.46M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4K+ 19.84% |
$143K - $172K
|
24.1K
$962K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.88K+ 37.56% |
$138K - $167K
|
14.2K
$566K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.79K+ 4.29% |
$135K - $163K
|
92.2K
$3.68M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.69KNew |
$132K - $159K
|
3.69K
$147K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.68K+ 25.57% |
$131K - $158K
|
18.1K
$720K
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
3.68K+ 2.77% |
$131K - $158K
|
136K
$5.43M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.62K+ 14.69% |
$129K - $156K
|
28.2K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.5K+ 250.54% |
$125K - $151K
|
4.9K
$195K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.45K+ 5.05% |
$123K - $148K
|
71.7K
$2.86M
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
3.41K+ 11.74% |
$122K - $147K
|
32.5K
$1.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.35K+ 5.42% |
$120K - $144K
|
65.2K
$2.6M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.33K+ 14.41% |
$119K - $143K
|
26.5K
$1.05M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.32K+ 1.85% |
$118K - $143K
|
182K
$7.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.28K+ 10.53% |
$117K - $141K
|
34.5K
$1.37M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.26K+ 13.1% |
$116K - $140K
|
28.1K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.24K+ 5.73% |
$116K - $140K
|
59.9K
$2.39M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.17K+ 34.6% |
$113K - $136K
|
12.3K
$491K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 8.14% |
$113K - $136K
|
42K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.15K+ 0.45% |
$112K - $135K
|
705K
$28.1M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.98K+ 749.37% |
$106K - $128K
|
3.37K
$134K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.95K+ 3.26% |
$105K - $127K
|
93.4K
$3.72M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.95K+ 3.26% |
$105K - $127K
|
93.4K
$3.72M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.84K+ 15.48% |
$101K - $122K
|
21.1K
$843K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.81K+ 28.04% |
$100K - $121K
|
12.8K
$511K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.68K+ 8.08% |
$95.5K - $115K
|
35.8K
$1.43M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.67K+ 39.88% |
$95.1K - $115K
|
9.35K
$373K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.65K+ 11.48% |
$94.6K - $114K
|
25.7K
$1.03M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.63K+ 4.8% |
$94K - $113K
|
57.4K
$2.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.39K+ 5.06% |
$85.2K - $103K
|
49.6K
$1.98M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.34K+ 18.96% |
$83.4K - $101K
|
14.7K
$585K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 10.13% |
$82K - $98.8K
|
25K
$995K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.27K+ 1.22% |
$80.9K - $97.5K
|
187K
$7.47M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.27K+ 40.66% |
$80.9K - $97.5K
|
7.84K
$312K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.23K+ 3380.3% |
$79.6K - $96K
|
2.3K
$91.6K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2.13K+ 414.59% |
$76.1K - $91.7K
|
2.65K
$105K
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.12K+ 3.17% |
$75.8K - $91.3K
|
69.1K
$2.75M
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
2.1K+ 9.8% |
$74.9K - $90.3K
|
23.5K
$938K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.09KNew |
$74.4K - $89.7K
|
2.09K
$83.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 2.88% |
$73.9K - $89.1K
|
74K
$2.95M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.05K+ 35.79% |
$73K - $88K
|
7.76K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.03K+ 2.22% |
$72.6K - $87.5K
|
93.6K
$3.73M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.03K+ 2.57% |
$72.3K - $87.2K
|
81K
$3.23M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 7.08% |
$65.1K - $78.5K
|
27.6K
$1.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8KNew |
$64.2K - $77.4K
|
1.8K
$71.7K
|