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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
12K+ 2.53% |
$406K - $439K
|
488K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12K+ 11.37% |
$403K - $436K
|
117K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
11.9K+ 6.11% |
$400K - $433K
|
206K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 25.16% |
$399K - $432K
|
58.9K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6K+ 68.72% |
$390K - $422K
|
28.4K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11.1K+ 9.74% |
$373K - $404K
|
125K
$4.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 6.39% |
$358K - $388K
|
177K
$6.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.6K+ 3.23% |
$356K - $386K
|
338K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 0.7% |
$354K - $383K
|
1.52M
$59.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
10.5KNew |
$353K - $382K
|
10.5K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 51.4% |
$351K - $380K
|
30.7K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.2K+ 31.21% |
$345K - $373K
|
43K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.1K+ 39.33% |
$340K - $369K
|
35.8K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.41K+ 7.1% |
$317K - $343K
|
142K
$5.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.38KNew |
$316K - $342K
|
9.38K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.35K+ 6.27% |
$315K - $341K
|
158K
$6.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.07K+ 1.48% |
$306K - $331K
|
621K
$24.3M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9.03K+ 32.01% |
$304K - $329K
|
37.2K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.95K+ 2.42% |
$302K - $326K
|
379K
$14.8M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.87K+ 13.83% |
$299K - $323K
|
73K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.75K+ 17.61% |
$295K - $319K
|
58.4K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 6.79% |
$294K - $319K
|
137K
$5.38M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.65K+ 1.65% |
$291K - $316K
|
534K
$20.9M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
8.43KNew |
$284K - $307K
|
8.43K
$330K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.2KNew |
$276K - $299K
|
8.2K
$321K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
8.09K+ 10.9% |
$273K - $295K
|
82.3K
$3.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.9K+ 3.61% |
$266K - $288K
|
227K
$8.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.88K+ 4.07% |
$265K - $287K
|
202K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.77K+ 22.76% |
$262K - $283K
|
41.9K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.75KNew |
$261K - $283K
|
7.75K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
7.69K+ 5.21% |
$259K - $280K
|
155K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.37K+ 8.52% |
$248K - $269K
|
93.9K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.35KNew |
$248K - $268K
|
7.35K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.25K+ 41.47% |
$244K - $264K
|
24.7K
$968K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
7.25K+ 13.77% |
$244K - $264K
|
59.9K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
7.23K+ 6.59% |
$244K - $264K
|
117K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.18K+ 9.27% |
$242K - $262K
|
84.6K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.14K+ 10.62% |
$241K - $260K
|
74.4K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7.01K+ 5.39% |
$236K - $256K
|
137K
$5.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.91KNew |
$233K - $252K
|
6.91K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.78K+ 10.31% |
$228K - $247K
|
72.5K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
6.68K+ 33.55% |
$225K - $243K
|
26.6K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6.36K+ 5.34% |
$214K - $232K
|
125K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.34K+ 91.52% |
$214K - $231K
|
13.3K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.24K+ 42.61% |
$210K - $228K
|
20.9K
$817K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.23KNew |
$210K - $227K
|
6.23K
$244K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.23KNew |
$210K - $227K
|
6.23K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
6.16K+ 22.44% |
$208K - $225K
|
33.6K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
6.15KNew |
$207K - $224K
|
6.15K
$241K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6KNew |
$202K - $219K
|
6K
$235K
|