Purchases and Sales Made in Q2 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.5K+ 5.67% |
$1.37M - $1.62M
|
755K
$30.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
40KNew |
$1.35M - $1.6M
|
40K
$1.61M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
39.9K+ 5.88% |
$1.35M - $1.6M
|
719K
$29M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
39.7K+ 9.82% |
$1.34M - $1.59M
|
444K
$17.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
38.7KNew |
$1.31M - $1.55M
|
38.7K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.7K+ 121.01% |
$1.27M - $1.51M
|
68.8K
$2.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
37.3K+ 46.07% |
$1.26M - $1.49M
|
118K
$4.77M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
36.5K+ 17.67% |
$1.23M - $1.46M
|
243K
$9.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
35.5KNew |
$1.2M - $1.42M
|
35.5K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
34.3K+ 2.72% |
$1.16M - $1.37M
|
1.3M
$52.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.1K+ 13.22% |
$1.12M - $1.33M
|
284K
$11.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
32.9K+ 270.75% |
$1.11M - $1.32M
|
45K
$1.82M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
32.1K+ 3.21% |
$1.09M - $1.29M
|
1.03M
$41.7M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31K+ 34.09% |
$1.05M - $1.24M
|
122K
$4.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.7KNew |
$1.04M - $1.23M
|
30.7K
$1.24M
|
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
30K+ 7.75% |
$1.02M - $1.2M
|
417K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
29.8K+ 4.08% |
$1.01M - $1.19M
|
759K
$30.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
28.2K+ 310.75% |
$955K - $1.13M
|
37.3K
$1.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.1K+ 9.55% |
$951K - $1.12M
|
322K
$13M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
27.8K+ 43.81% |
$940K - $1.11M
|
91.1K
$3.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.6K+ 187.54% |
$934K - $1.1M
|
42.3K
$1.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27.5K+ 133.01% |
$930K - $1.1M
|
48.1K
$1.94M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27.4K+ 66.77% |
$928K - $1.1M
|
68.5K
$2.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27.4K+ 8.1% |
$928K - $1.1M
|
366K
$14.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26.8K+ 20.74% |
$906K - $1.07M
|
156K
$6.28M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
26.7K+ 6.88% |
$904K - $1.07M
|
415K
$16.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
25.5K+ 26.24% |
$862K - $1.02M
|
122K
$4.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
24.5K+ 12.74% |
$828K - $979K
|
216K
$8.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.4K+ 24.19% |
$826K - $977K
|
125K
$5.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
24K+ 27.34% |
$812K - $960K
|
112K
$4.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.1K+ 36.93% |
$782K - $924K
|
85.6K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$771K - $912K
|
22.8K
$919K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
22.4K+ 38.21% |
$759K - $898K
|
81.1K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.9KNew |
$741K - $877K
|
21.9K
$884K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.6K+ 5.05% |
$731K - $864K
|
450K
$18.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.5KNew |
$727K - $860K
|
21.5K
$867K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
20.9K+ 75.36% |
$709K - $838K
|
48.7K
$1.97M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
20.5K+ 54.12% |
$696K - $823K
|
58.5K
$2.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19.7K+ 20.8% |
$667K - $788K
|
114K
$4.61M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19.3K+ 20.76% |
$652K - $772K
|
112K
$4.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
18.7K+ 12.75% |
$633K - $749K
|
165K
$6.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
17.3KNew |
$587K - $694K
|
17.3K
$699K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17K+ 18.15% |
$574K - $679K
|
110K
$4.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.8KNew |
$535K - $633K
|
15.8K
$638K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
15.5K+ 81.37% |
$526K - $622K
|
34.6K
$1.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14.8KNew |
$500K - $592K
|
14.8K
$597K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14.4K+ 27.06% |
$489K - $578K
|
67.8K
$2.74M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.3K+ 35.6% |
$486K - $574K
|
54.6K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
13.7K+ 20.66% |
$464K - $549K
|
80.1K
$3.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
13.7KNew |
$464K - $548K
|
13.7K
$553K
|