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 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
287+ 6.33% |
$9.67K - $10.5K
|
4.82K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
282+ 3.47% |
$9.5K - $10.3K
|
8.4K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
278+ 0.65% |
$9.37K - $10.1K
|
43K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
273+ 2.47% |
$9.2K - $9.96K
|
11.3K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
244+ 0.19% |
$8.22K - $8.9K
|
130K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
244+ 6.0% |
$8.22K - $8.9K
|
4.31K
$170K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
239+ 38.99% |
$8.05K - $8.72K
|
852
$33.6K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
231+ 1.47% |
$7.78K - $8.42K
|
15.9K
$627K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
214New |
$7.21K - $7.8K
|
214
$8.44K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
173+ 2.72% |
$5.83K - $6.31K
|
6.54K
$258K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
148New |
$4.99K - $5.4K
|
148
$5.84K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
145+ 0.38% |
$4.89K - $5.29K
|
38.1K
$1.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
137+ 8.38% |
$4.62K - $5K
|
1.77K
$69.9K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
131+ 1.06% |
$4.41K - $4.78K
|
12.5K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
120+ 1.96% |
$4.04K - $4.38K
|
6.23K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
109+ 53.17% |
$3.67K - $3.98K
|
314
$12.4K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
100+ 0.18% |
$3.37K - $3.65K
|
54.7K
$2.16M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84New |
$2.83K - $3.06K
|
84
$3.31K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
84+ 0.69% |
$2.83K - $3.06K
|
12.3K
$483K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$2.43K - $2.63K
|
72
$2.84K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
70+ 1.14% |
$2.36K - $2.55K
|
6.19K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
62+ 326.32% |
$2.09K - $2.26K
|
81
$3.2K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$2.02K - $2.19K
|
60
$2.37K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
52+ 0.06% |
$1.75K - $1.9K
|
89.8K
$3.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
47+ 0.64% |
$1.58K - $1.71K
|
7.37K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.18K - $1.28K
|
35
$1.38K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 0.23% |
$1.15K - $1.24K
|
14.8K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 1.02% |
$1.15K - $1.24K
|
3.37K
$133K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30+ 6.67% |
$1.01K - $1.09K
|
480
$18.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 0.5% |
$943 - $1.02K
|
5.65K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 7.2% |
$943 - $1.02K
|
417
$16.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27New |
$910 - $985
|
27
$1.07K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$674 - $729
|
20
$789
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
18+ 0.06% |
$606 - $656
|
29K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.09% |
$371 - $401
|
12.3K
$487K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11New |
$371 - $401
|
11
$434
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$101 - $109
|
31.4K
$1.24M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 1.4% |
$67.4 - $72.9
|
145
$5.72K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 22.22% |
$67.4 - $72.9
|
11
$434
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.78% |
$67.4 - $72.9
|
259
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.08% |
$33.7 - $36.5
|
94
$3.71K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$33.7 - $36.5
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 6.67% |
$67.4 - $72.9
|
28
$1.1K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$101 - $109
|
14.5K
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3- 0.01% |
$101 - $109
|
40.8K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3- 0.04% |
$101 - $109
|
8.26K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.07% |
$168 - $182
|
7.08K
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8- 0.01% |
$270 - $292
|
107K
$4.2M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-14Closed |
$472 - $511
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-17- 0.26% |
$573 - $620
|
6.56K
$259K
|