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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 229.36% |
$460K - $544K
|
19.5K
$782K
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.4K+ 13.5% |
$454K - $537K
|
113K
$4.52M
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
13KNew |
$440K - $521K
|
13K
$521K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.6K+ 5.92% |
$425K - $503K
|
225K
$9M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5KNew |
$424K - $501K
|
12.5K
$502K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12.3K+ 15.35% |
$416K - $491K
|
92.2K
$3.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
12.3K+ 15.62% |
$415K - $491K
|
90.7K
$3.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9K+ 17.25% |
$403K - $476K
|
80.8K
$3.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
11.9K+ 6.17% |
$401K - $475K
|
204K
$8.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
11.8K+ 14.73% |
$399K - $471K
|
91.7K
$3.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
11.7K+ 6.96% |
$397K - $470K
|
180K
$7.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 6.71% |
$395K - $467K
|
186K
$7.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.6K+ 64.73% |
$391K - $462K
|
29.4K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 5.26% |
$390K - $461K
|
231K
$9.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.5K+ 17.74% |
$390K - $461K
|
76.4K
$3.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
10.7K+ 8.24% |
$363K - $429K
|
141K
$5.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.3K+ 23.49% |
$348K - $412K
|
54.1K
$2.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 28.0% |
$346K - $409K
|
46.7K
$1.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$343K - $406K
|
10.1K
$406K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10.1K+ 380.15% |
$340K - $403K
|
12.7K
$509K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.93K+ 24.05% |
$336K - $397K
|
51.2K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.49K+ 11.43% |
$321K - $380K
|
92.5K
$3.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.33K+ 8.03% |
$316K - $373K
|
126K
$5.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.27K+ 7.89% |
$314K - $371K
|
127K
$5.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.97K+ 3.42% |
$304K - $359K
|
271K
$10.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.7K+ 3.24% |
$294K - $348K
|
278K
$11.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
8.7K+ 12.78% |
$294K - $348K
|
76.7K
$3.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
8.65K+ 4.62% |
$293K - $346K
|
196K
$7.86M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.44KNew |
$286K - $338K
|
8.44K
$338K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.42K+ 6.34% |
$285K - $337K
|
141K
$5.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.41K+ 6.4% |
$285K - $337K
|
140K
$5.61M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.2K+ 394.56% |
$278K - $328K
|
10.3K
$412K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.94KNew |
$269K - $318K
|
7.94K
$318K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.87KNew |
$266K - $315K
|
7.87K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.74K+ 1.22% |
$262K - $310K
|
642K
$25.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.67KNew |
$259K - $307K
|
7.67K
$307K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.65K+ 8.52% |
$259K - $306K
|
97.4K
$3.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.45K+ 14.04% |
$252K - $298K
|
60.5K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.31K+ 1.23% |
$247K - $292K
|
601K
$24.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.91K+ 7.49% |
$234K - $277K
|
99.2K
$3.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.83K+ 19.81% |
$231K - $273K
|
41.3K
$1.66M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.81KNew |
$230K - $272K
|
6.81K
$273K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.63K+ 4.18% |
$224K - $265K
|
165K
$6.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.63KNew |
$224K - $265K
|
6.63K
$266K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.56K+ 5.98% |
$222K - $262K
|
116K
$4.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.35K+ 3.71% |
$215K - $254K
|
178K
$7.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.28K+ 10.76% |
$213K - $252K
|
64.7K
$2.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.18K+ 5.32% |
$209K - $247K
|
122K
$4.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.16K+ 0.98% |
$208K - $246K
|
631K
$25.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.15KNew |
$208K - $246K
|
6.15K
$246K
|