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 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.61K- 11.44% |
$122K - $132K
|
28K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 9.19% |
$124K - $134K
|
36.4K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.81K- 22.78% |
$128K - $139K
|
12.9K
$506K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.92K- 7.71% |
$132K - $143K
|
46.9K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.95K- 87.19% |
$133K - $144K
|
580
$22.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.31K- 39.19% |
$145K - $157K
|
6.69K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.34K- 28.87% |
$146K - $158K
|
10.7K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.49K- 7.17% |
$151K - $164K
|
58.1K
$2.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.56K- 8.47% |
$154K - $166K
|
49.3K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.48% |
$155K - $168K
|
79.4K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.41% |
$155K - $168K
|
80.5K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.62K- 3.05% |
$156K - $169K
|
147K
$5.75M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.81K- 3.34% |
$162K - $176K
|
139K
$5.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.82K- 1.74% |
$162K - $176K
|
272K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.84K- 14.73% |
$163K - $176K
|
28K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.89K- 6.46% |
$165K - $178K
|
70.8K
$2.77M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.99K- 30.27% |
$168K - $182K
|
11.5K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-5K- 22.31% |
$168K - $182K
|
17.4K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.02K- 52.34% |
$169K - $183K
|
4.57K
$179K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 25.31% |
$174K - $188K
|
15.2K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.62K- 3.16% |
$189K - $205K
|
172K
$6.73M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.65K- 86.91% |
$190K - $206K
|
851
$33.3K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.66K- 29.55% |
$191K - $206K
|
13.5K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.7K- 6.73% |
$192K - $208K
|
79.1K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.71K- 9.18% |
$192K - $208K
|
56.4K
$2.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.62K- 1.16% |
$223K - $241K
|
565K
$22.1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.65K- 9.34% |
$224K - $242K
|
64.5K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-6.95K- 48.35% |
$234K - $253K
|
7.43K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-7.08K- 11.14% |
$239K - $258K
|
56.5K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-7.5K- 5.54% |
$253K - $274K
|
128K
$5M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.57K- 32.07% |
$255K - $276K
|
16K
$627K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7.6K- 18.06% |
$256K - $277K
|
34.5K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.82K- 9.99% |
$264K - $285K
|
70.5K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-7.85K- 28.34% |
$264K - $286K
|
19.8K
$776K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.97K- 1.36% |
$269K - $291K
|
579K
$22.6M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8.29K- 48.43% |
$279K - $302K
|
8.83K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.71K- 19.37% |
$293K - $318K
|
36.3K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-8.75K- 7.03% |
$295K - $319K
|
116K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-8.89K- 56.22% |
$299K - $324K
|
6.92K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.07K- 0.46% |
$306K - $331K
|
1.95M
$76.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-9.1K- 3.36% |
$307K - $332K
|
262K
$10.2M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-9.75K- 49.63% |
$328K - $355K
|
9.89K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.81K- 3.8% |
$330K - $358K
|
248K
$9.71M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-10.1K- 52.89% |
$339K - $367K
|
8.97K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.1K- 48.76% |
$342K - $370K
|
10.7K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 19.64% |
$343K - $372K
|
41.7K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 15.54% |
$352K - $381K
|
56.8K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-10.7K- 40.4% |
$360K - $390K
|
15.8K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.7K- 2.5% |
$361K - $391K
|
417K
$16.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.8K- 2.27% |
$365K - $395K
|
466K
$18.2M
|