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 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
6.11KNew |
$207K - $245K
|
6.11K
$247K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.73K+ 10.63% |
$194K - $229K
|
59.6K
$2.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.71K+ 15.3% |
$193K - $228K
|
43K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.53K+ 39.44% |
$187K - $221K
|
19.5K
$788K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.5K+ 22.01% |
$186K - $220K
|
30.5K
$1.23M
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.22K+ 23.68% |
$177K - $209K
|
27.3K
$1.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.09K+ 92.36% |
$172K - $204K
|
10.6K
$428K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.09K+ 97.1% |
$172K - $204K
|
10.3K
$417K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.08K+ 47.66% |
$172K - $203K
|
15.7K
$635K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.97K+ 0.7% |
$168K - $199K
|
710K
$28.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 3.13% |
$167K - $198K
|
162K
$6.55M
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.81K+ 61.4% |
$163K - $193K
|
12.7K
$511K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.79K+ 91.71% |
$162K - $192K
|
10K
$404K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.75K+ 5.55% |
$161K - $190K
|
90.3K
$3.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.67KNew |
$158K - $187K
|
4.67K
$188K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.64K+ 8.42% |
$157K - $186K
|
59.7K
$2.41M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.56K+ 25.23% |
$154K - $182K
|
22.6K
$912K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
4.51K+ 9.17% |
$153K - $181K
|
53.7K
$2.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.48K+ 8.18% |
$152K - $179K
|
59.2K
$2.39M
|
|
|
Apr 14, 2023
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.48K+ 8.18% |
$152K - $179K
|
59.2K
$2.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.45K+ 6.43% |
$151K - $178K
|
73.6K
$2.97M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
4.28K+ 17.09% |
$145K - $171K
|
29.3K
$1.18M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.24K+ 2.33% |
$144K - $170K
|
186K
$7.53M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
4.18K+ 12.89% |
$142K - $167K
|
36.6K
$1.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.15K+ 8.99% |
$140K - $166K
|
50.3K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.12KNew |
$139K - $165K
|
4.12K
$166K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
4.11K+ 1.92% |
$139K - $164K
|
218K
$8.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 20.02% |
$134K - $159K
|
23.7K
$958K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.77KNew |
$128K - $151K
|
3.77K
$152K
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.52K+ 9.73% |
$119K - $141K
|
39.6K
$1.6M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.34K+ 209.73% |
$113K - $134K
|
4.93K
$199K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.34K+ 45.95% |
$113K - $134K
|
10.6K
$428K
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.33K+ 2.2% |
$113K - $133K
|
154K
$6.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.29K+ 42.3% |
$111K - $132K
|
11.1K
$446K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.69K+ 3.1% |
$91.2K - $108K
|
89.5K
$3.61M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 8.03% |
$90.6K - $107K
|
36K
$1.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2.63K+ 24.47% |
$88.9K - $105K
|
13.4K
$539K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 19.98% |
$87.3K - $103K
|
15.5K
$625K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.58K+ 4.73% |
$87.2K - $103K
|
57K
$2.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.49K+ 3.24% |
$84.2K - $99.5K
|
79.3K
$3.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.47K+ 1.77% |
$83.5K - $98.7K
|
142K
$5.71M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.46K+ 6.88% |
$83.3K - $98.6K
|
38.2K
$1.54M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.46KNew |
$83.1K - $98.3K
|
2.46K
$99.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.45K+ 29.7% |
$82.8K - $98K
|
10.7K
$431K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.27K+ 4.12% |
$77K - $91K
|
57.4K
$2.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.24K+ 2.79% |
$76K - $89.8K
|
82.7K
$3.34M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
2.24K+ 8.13% |
$75.9K - $89.7K
|
29.8K
$1.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.2K+ 3.7% |
$74.4K - $88K
|
61.5K
$2.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.15K+ 2.99% |
$72.7K - $85.9K
|
73.9K
$2.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.12K+ 0.44% |
$71.9K - $85K
|
487K
$19.7M
|