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 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
423+ 26.72% |
$15.1K - $18.2K
|
2.01K
$80.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
405+ 23.68% |
$14.5K - $17.4K
|
2.12K
$84.5K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
375+ 1.83% |
$13.4K - $16.1K
|
20.8K
$832K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
349+ 10.53% |
$12.5K - $15K
|
3.66K
$146K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
338+ 1.85% |
$12.1K - $14.5K
|
18.6K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
330New |
$11.8K - $14.2K
|
330
$13.2K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
304+ 2.18% |
$10.8K - $13.1K
|
14.2K
$569K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
296+ 4.37% |
$10.6K - $12.7K
|
7.07K
$282K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
295+ 0.51% |
$10.5K - $12.7K
|
58.7K
$2.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
293+ 0.45% |
$10.5K - $12.6K
|
65.8K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
288+ 128.0% |
$10.3K - $12.4K
|
513
$20.5K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
271+ 6.76% |
$9.67K - $11.7K
|
4.28K
$171K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
270+ 82.57% |
$9.64K - $11.6K
|
597
$23.9K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
250+ 0.87% |
$8.92K - $10.8K
|
28.9K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
248New |
$8.85K - $10.7K
|
248
$9.91K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
246+ 2.07% |
$8.78K - $10.6K
|
12.1K
$485K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
241+ 4.39% |
$8.6K - $10.4K
|
5.74K
$229K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
223+ 4.43% |
$7.96K - $9.59K
|
5.26K
$210K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
211+ 2.01% |
$7.53K - $9.08K
|
10.7K
$429K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
209+ 1.13% |
$7.46K - $8.99K
|
18.8K
$749K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
207+ 0.62% |
$7.39K - $8.91K
|
33.7K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200+ 0.38% |
$7.14K - $8.6K
|
53.4K
$2.13M
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
190+ 0.37% |
$6.78K - $8.17K
|
51.4K
$2.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
184+ 1.65% |
$6.57K - $7.92K
|
11.4K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
173+ 28.04% |
$6.17K - $7.44K
|
790
$31.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
158+ 1.01% |
$5.64K - $6.8K
|
15.8K
$630K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
150+ 0.28% |
$5.35K - $6.45K
|
54K
$2.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
145+ 258.93% |
$5.18K - $6.24K
|
201
$8.03K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
139+ 1.03% |
$4.96K - $5.98K
|
13.6K
$543K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
123+ 0.17% |
$4.39K - $5.29K
|
74.1K
$2.96M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122+ 2.86% |
$4.35K - $5.25K
|
4.4K
$176K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
101+ 0.44% |
$3.6K - $4.35K
|
23K
$918K
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
98+ 1.32% |
$3.5K - $4.22K
|
7.5K
$300K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
70+ 1.3% |
$2.5K - $3.01K
|
5.44K
$217K
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
64+ 1.07% |
$2.28K - $2.75K
|
6.07K
$243K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
51New |
$1.82K - $2.19K
|
51
$2.04K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 0.23% |
$1.36K - $1.63K
|
16.7K
$669K
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
37+ 0.38% |
$1.32K - $1.59K
|
9.67K
$386K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
23New |
$821 - $989
|
23
$919
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 4.69% |
$785 - $946
|
491
$19.6K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18+ 16.98% |
$642 - $774
|
124
$4.95K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
8+ 0.03% |
$286 - $344
|
31.4K
$1.25M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3+ 0.03% |
$107 - $129
|
9.88K
$395K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.04% |
$71.4 - $86
|
5.6K
$224K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1- -0.0% |
$35.7 - $43
|
35.3K
$1.41M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$35.7 - $43
|
4.1K
$164K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-5- 0.93% |
$178 - $215
|
535
$21.4K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 0.21% |
$178 - $215
|
2.42K
$96.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11- 0.2% |
$393 - $473
|
5.37K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-12- 29.27% |
$428 - $516
|
29
$1.16K
|