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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.81K- 3.8% |
$330K - $358K
|
248K
$9.79M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-10.1K- 52.89% |
$339K - $367K
|
8.97K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.1K- 48.76% |
$342K - $370K
|
10.7K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 19.64% |
$343K - $372K
|
41.7K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 15.54% |
$352K - $381K
|
56.8K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-10.7K- 40.4% |
$360K - $390K
|
15.8K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.7K- 2.5% |
$361K - $391K
|
417K
$16.5M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.8K- 2.27% |
$365K - $395K
|
466K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-11.2K- 4.08% |
$376K - $407K
|
262K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.3K- 11.93% |
$381K - $413K
|
83.5K
$3.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.5K- 3.78% |
$388K - $420K
|
293K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11.9K- 2.47% |
$401K - $434K
|
469K
$18.5M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12K- 36.34% |
$403K - $436K
|
21K
$827K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-12.2K- 31.52% |
$410K - $444K
|
26.4K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13K- 1.18% |
$439K - $475K
|
1.09M
$43.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13.7K- 6.81% |
$460K - $498K
|
187K
$7.37M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.2K- 26.79% |
$480K - $520K
|
38.9K
$1.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-15.3K- 8.78% |
$517K - $559K
|
159K
$6.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-15.6K- 20.02% |
$525K - $569K
|
62.3K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-17.3K- 21.83% |
$583K - $631K
|
62K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-18.3K- 46.87% |
$618K - $669K
|
20.8K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-18.4K- 46.48% |
$621K - $673K
|
21.2K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.3K- 39.36% |
$684K - $741K
|
31.3K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-21.2K- 8.74% |
$715K - $774K
|
222K
$8.74M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.4K- 10.59% |
$721K - $780K
|
181K
$7.12M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-21.6K- 78.72% |
$727K - $787K
|
5.83K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-21.8K- 25.23% |
$735K - $795K
|
64.6K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22.2K- 76.41% |
$747K - $808K
|
6.84K
$270K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-22.4K- 19.87% |
$753K - $815K
|
90.2K
$3.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-23K- 24.11% |
$775K - $839K
|
72.4K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.3K- 7.79% |
$820K - $887K
|
288K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-24.8K- 75.09% |
$836K - $905K
|
8.23K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.6K- 5.73% |
$861K - $932K
|
420K
$16.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26.9K- 26.43% |
$906K - $980K
|
74.8K
$2.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28.1K- 23.34% |
$947K - $1.02M
|
92.3K
$3.64M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.4K- 3.03% |
$989K - $1.07M
|
940K
$37.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-29.4K- 14.26% |
$992K - $1.07M
|
177K
$6.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-30.1K- 54.76% |
$1.01M - $1.1M
|
24.9K
$981K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30.5K- 3.58% |
$1.03M - $1.11M
|
820K
$32.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-32.1K- 75.17% |
$1.08M - $1.17M
|
10.6K
$419K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-33.6K- 26.88% |
$1.13M - $1.22M
|
91.3K
$3.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-33.6K- 18.99% |
$1.13M - $1.23M
|
143K
$5.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-33.9K- 14.38% |
$1.14M - $1.24M
|
202K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.3K- 57.47% |
$1.16M - $1.25M
|
25.4K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-34.7K- 1.39% |
$1.17M - $1.27M
|
2.46M
$97M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-34.8K- 27.92% |
$1.17M - $1.27M
|
89.9K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-37K- 36.45% |
$1.25M - $1.35M
|
64.5K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-40.4K- 88.82% |
$1.36M - $1.47M
|
5.08K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-45.2K- 38.51% |
$1.52M - $1.65M
|
72.1K
$2.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-48.3K- 36.72% |
$1.63M - $1.76M
|
83.3K
$3.28M
|