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
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.68K+ 2.69% |
$90.2K - $97.7K
|
102K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.68K+ 4.66% |
$90.2K - $97.6K
|
60.2K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.65K+ 1.99% |
$89.1K - $96.5K
|
136K
$5.31M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.49K+ 26.72% |
$83.8K - $90.7K
|
11.8K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.47K+ 19.57% |
$83.2K - $90K
|
15.1K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.46K+ 2.97% |
$82.7K - $89.6K
|
85.1K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.41K+ 17.66% |
$81.1K - $87.8K
|
16K
$628K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
2.41K+ 11.74% |
$81.1K - $87.7K
|
22.9K
$896K
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.27K+ 2.84% |
$76.5K - $82.9K
|
82.3K
$3.22M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.16K+ 2.14% |
$72.9K - $78.9K
|
103K
$4.05M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 1.42% |
$72K - $77.9K
|
153K
$5.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
2.13K+ 21.02% |
$71.7K - $77.6K
|
12.3K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.05K+ 15.02% |
$69.1K - $74.8K
|
15.7K
$615K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.05K+ 16.89% |
$69K - $74.7K
|
14.2K
$554K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.92K+ 27.18% |
$64.6K - $69.9K
|
8.98K
$351K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.88K+ 25.92% |
$63.4K - $68.6K
|
9.14K
$358K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.84K+ 22.45% |
$61.9K - $67K
|
10K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.71KNew |
$57.7K - $62.4K
|
1.71K
$67K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.71KNew |
$57.6K - $62.4K
|
1.71K
$66.9K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.7K+ 1.12% |
$57.3K - $62.1K
|
153K
$6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68K+ 13.43% |
$56.7K - $61.3K
|
14.2K
$556K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 11.27% |
$55.7K - $60.3K
|
16.3K
$639K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.61K+ 12.27% |
$54.2K - $58.7K
|
14.7K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 0.95% |
$54.1K - $58.6K
|
171K
$6.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.59K+ 3.99% |
$53.5K - $57.9K
|
41.3K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.54K+ 1.78% |
$52K - $56.3K
|
88.3K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.52K+ 21.92% |
$51.3K - $55.6K
|
8.48K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.51K+ 5.89% |
$50.8K - $55K
|
27.1K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.46K+ 9.93% |
$49.3K - $53.4K
|
16.2K
$634K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.46K+ 11.29% |
$49.2K - $53.2K
|
14.4K
$563K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.43K+ 6.9% |
$48.1K - $52.1K
|
22.1K
$866K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.42K+ 4.35% |
$47.8K - $51.7K
|
34K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 4.14% |
$42.9K - $46.5K
|
32K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.26K+ 9.02% |
$42.5K - $46K
|
15.3K
$597K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.25K+ 6.27% |
$42K - $45.5K
|
21.2K
$828K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.24K+ 5.33% |
$41.8K - $45.3K
|
24.5K
$960K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.2KNew |
$40.6K - $43.9K
|
1.2K
$47.1K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.2K+ 2.15% |
$40.4K - $43.7K
|
56.9K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.17K+ 0.69% |
$39.5K - $42.8K
|
172K
$6.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.14K+ 3.41% |
$38.3K - $41.4K
|
34.5K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.13K+ 0.36% |
$38.1K - $41.3K
|
311K
$12.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.13K+ 4.83% |
$37.9K - $41.1K
|
24.4K
$955K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
1.1K+ 1.09% |
$37.1K - $40.1K
|
102K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 20.52% |
$36.7K - $39.7K
|
6.4K
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 13.43% |
$36.1K - $39.1K
|
9.06K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.06K+ 6.55% |
$35.7K - $38.6K
|
17.2K
$674K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
961+ 1.34% |
$32.4K - $35K
|
72.5K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
960+ 2.07% |
$32.3K - $35K
|
47.4K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
953+ 1.71% |
$32.1K - $34.8K
|
56.6K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
930+ 23.91% |
$31.3K - $33.9K
|
4.82K
$189K
|