Purchases and Sales Made in Q2 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q2 2022. 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
Jul 11, 2022 Q2 2022
Weitzel Financial Services, Inc.

SELL
 -
-6.17K
- 8.93%
$209K - $247K
62.9K $2.54M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-6.4K
Closed
$217K - $256K
0 $0
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

SELL
 -
-6.43K
Closed
$217K - $257K
0 $0
Jul 19, 2022 Q2 2022
Financial Planning & Information Services, Inc.

SELL
 -
-6.44K
- 17.85%
$218K - $258K
29.6K $1.2M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-6.5K
- 23.56%
$220K - $260K
21.1K $851K
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-6.62K
- 51.08%
$224K - $265K
6.34K $256K
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-6.72K
Closed
$228K - $269K
0 $0
Aug 03, 2022 Q2 2022
Encompass Wealth Advisors, LLC

SELL
 -
-6.74K
Closed
$228K - $270K
0 $0
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-7.02K
Closed
$238K - $281K
0 $0
Aug 11, 2022 Q2 2022
Bokf, Na

Tulsa, OK
SELL
 -
-7.1K
- 49.86%
$240K - $284K
7.14K $288K
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

SELL
 -
-7.55K
- 52.08%
$256K - $302K
6.95K $280K
Jul 26, 2022 Q2 2022
Trh Financial, LLC

SELL
 -
-7.64K
Closed
$259K - $306K
0 $0
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-7.68K
- 27.19%
$260K - $307K
20.6K $830K
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

SELL
 -
-7.69K
- 3.33%
$260K - $308K
223K $9M
Jul 07, 2022 Q2 2022
Legacy Private Trust Co.

SELL
 -
-7.95K
Closed
$269K - $318K
0 $0
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-8.14K
- 42.92%
$275K - $326K
10.8K $437K
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-8.32K
- 15.53%
$282K - $333K
45.3K $1.83M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-8.32K
- 21.29%
$282K - $333K
30.8K $1.24M
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-8.33K
Closed
$282K - $334K
0 $0
Jul 26, 2022 Q2 2022
Tap Consulting, LLC

SELL
 -
-8.43K
Closed
$285K - $337K
0 $0
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

SELL
 -
-8.51K
- 2.89%
$288K - $340K
285K $11.5M
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-8.72K
- 47.42%
$295K - $349K
9.67K $390K
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-8.75K
Closed
$296K - $350K
0 $0
Aug 15, 2022 Q2 2022
Strategic Investment Advisors

Farmington Hills, MI
SELL
 -
-9.14K
- 36.94%
$309K - $366K
15.6K $629K
Jul 26, 2022 Q2 2022
Tri Star Advisors Inc.

SELL
 -
-9.28K
Closed
$314K - $371K
0 $0
Aug 04, 2022 Q2 2022
Nova Point Capital, LLC

SELL
 -
-9.31K
- 18.22%
$315K - $373K
41.8K $1.69M
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-9.38K
- 27.58%
$317K - $375K
24.6K $993K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-9.7K
- 10.87%
$328K - $388K
79.5K $3.21M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-10K
- 6.07%
$339K - $401K
155K $6.26M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-10.3K
- 28.09%
$349K - $412K
26.4K $1.06M
Jul 19, 2022 Q2 2022
High Mark Wealth Management LLC

SELL
 -
-10.5K
- 3.23%
$356K - $421K
315K $12.7M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-10.5K
- 1.6%
$356K - $421K
649K $26.2M
Jul 22, 2022 Q2 2022
Coastline Trust CO

SELL
 -
-10.6K
Closed
$360K - $426K
0 $0
Aug 09, 2022 Q2 2022
Virtu Financial LLC

New York, NY
SELL
 -
-10.7K
Closed
$361K - $427K
0 $0
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-11.5K
- 29.74%
$388K - $459K
27.1K $1.09M
Jul 20, 2022 Q2 2022
Center For Asset Management LLC

SELL
 -
-11.5K
Closed
$390K - $461K
0 $0
Aug 11, 2022 Q2 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-11.6K
Closed
$392K - $464K
0 $0
Jul 11, 2022 Q2 2022
Cooper Financial Group

SELL
 -
-12.2K
Closed
$412K - $487K
0 $0
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-12.4K
Closed
$418K - $495K
0 $0
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

SELL
 -
-12.9K
Closed
$435K - $515K
0 $0
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

SELL
 -
-13.6K
- 28.55%
$461K - $545K
34.1K $1.37M
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-13.6K
- 15.16%
$462K - $546K
76.3K $3.08M
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-14.9K
Closed
$504K - $596K
0 $0
Aug 03, 2022 Q2 2022
Strategic Financial Planning, Inc.

SELL
 -
-15K
- 52.0%
$509K - $602K
13.9K $560K
Aug 09, 2022 Q2 2022
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-15.3K
- 7.49%
$517K - $612K
189K $7.62M
Aug 02, 2022 Q2 2022
Comerica Bank

SELL
 -
-15.9K
- 49.05%
$537K - $636K
16.5K $666K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-16.2K
- 15.31%
$548K - $648K
89.5K $3.61M
Jul 19, 2022 Q2 2022
Simplicity Wealth,Llc

SELL
 -
-16.4K
- 30.4%
$555K - $656K
37.5K $1.51M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-17K
Closed
$574K - $679K
0 $0

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