Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.51K- 20.13% |
$50.9K - $55.1K
|
6K
$240K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.52K- 4.6% |
$51.3K - $55.6K
|
31.6K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.56K- 9.05% |
$52.5K - $56.8K
|
15.6K
$626K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.6K- 18.47% |
$53.9K - $58.4K
|
7.06K
$283K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.61K- 2.67% |
$54.2K - $58.7K
|
58.8K
$2.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.65K- 7.5% |
$55.7K - $60.3K
|
20.4K
$816K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.68K- 18.92% |
$56.7K - $61.3K
|
7.21K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.76K- 3.22% |
$59.3K - $64.2K
|
52.9K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.8K- 7.48% |
$60.6K - $65.6K
|
22.3K
$890K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.81K- 14.26% |
$61K - $66K
|
10.9K
$436K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.81K- 9.74% |
$61.1K - $66.1K
|
16.8K
$672K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.88K- 2.34% |
$63.2K - $68.4K
|
78.2K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.93K- 7.29% |
$64.9K - $70.2K
|
24.5K
$980K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.95K- 3.2% |
$65.7K - $71.1K
|
58.9K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.96K- 7.04% |
$66.2K - $71.6K
|
25.9K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.01K- 2.05% |
$67.8K - $73.3K
|
95.9K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.02K- 15.81% |
$68K - $73.6K
|
10.7K
$430K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.02K- 16.17% |
$68K - $73.6K
|
10.5K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.05K- 1.85% |
$69K - $74.7K
|
109K
$4.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.06K- 21.61% |
$69.4K - $75.1K
|
7.47K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2.07K- 26.2% |
$69.6K - $75.4K
|
5.82K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.13K- 24.24% |
$71.7K - $77.6K
|
6.65K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.19K- 1.98% |
$73.7K - $79.8K
|
108K
$4.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 9.87% |
$75.5K - $81.7K
|
20.5K
$819K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.26K- 11.92% |
$76.2K - $82.5K
|
16.7K
$669K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.27K- 9.93% |
$76.5K - $82.9K
|
20.6K
$824K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.28K- 20.99% |
$76.8K - $83.2K
|
8.59K
$344K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.4K- 8.03% |
$80.7K - $87.3K
|
27.4K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.4K- 3.68% |
$80.9K - $87.5K
|
62.8K
$2.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.43K- 50.82% |
$81.8K - $88.5K
|
2.35K
$94K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.46K- 0.35% |
$82.7K - $89.5K
|
706K
$28.3M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 3.43% |
$86.5K - $93.7K
|
72.4K
$2.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 1.88% |
$87.1K - $94.3K
|
135K
$5.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.6K- 2.11% |
$87.5K - $94.7K
|
121K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.61K- 76.99% |
$88K - $95.3K
|
781
$31.2K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.63K- 7.16% |
$88.5K - $95.8K
|
34.1K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.63K- 28.1% |
$88.7K - $96K
|
6.74K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.64K- 13.21% |
$88.8K - $96.1K
|
17.3K
$693K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.69K- 18.05% |
$90.5K - $98K
|
12.2K
$488K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.76K- 87.31% |
$92.9K - $101K
|
401
$16K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.79K- 0.42% |
$93.9K - $102K
|
663K
$26.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.84K- 3.17% |
$95.7K - $104K
|
87K
$3.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.84K- 13.29% |
$95.8K - $104K
|
18.5K
$742K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.86K- 4.46% |
$96.4K - $104K
|
61.3K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.13K- 17.6% |
$105K - $114K
|
14.7K
$586K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.16K- 1.19% |
$106K - $115K
|
262K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.21K- 3.78% |
$108K - $117K
|
81.6K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.22K- 21.11% |
$108K - $117K
|
12K
$481K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.23K- 5.05% |
$109K - $118K
|
60.6K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.27K- 2.85% |
$110K - $119K
|
111K
$4.45M
|