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
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
2.06K
+ 2.72%
$69.6K - $82.3K
77.7K $3.14M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
2.01K
+ 13.94%
$68.1K - $80.5K
16.4K $664K
Jul 25, 2022 Q2 2022
Marshall Financial Group LLC

BUY
 -
2K
+ 10.73%
$67.7K - $80.1K
20.6K $833K
Jul 25, 2022 Q2 2022
Canal Capital Management, LLC

BUY
 -
1.98K
+ 3.01%
$67K - $79.2K
67.8K $2.74M
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.87K
+ 1.15%
$63.3K - $74.9K
165K $6.66M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
1.86K
+ 0.17%
$62.9K - $74.4K
1.11M $44.6M
Jul 22, 2022 Q2 2022
Silverhawk Asset Management, LLC

BUY
 -
1.83K
+ 1.89%
$62K - $73.4K
99K $4M
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

BUY
 -
1.83K
+ 2.25%
$61.8K - $73.1K
82.9K $3.34M
Aug 10, 2022 Q2 2022
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
1.69K
+ 5.7%
$57.1K - $67.6K
31.3K $1.26M
Aug 02, 2022 Q2 2022
Triumph Capital Management

BUY
 -
1.67K
+ 10.8%
$56.6K - $66.9K
17.2K $692K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.56K
+ 5.55%
$52.7K - $62.4K
29.6K $1.2M
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
1.54K
+ 25.39%
$52.2K - $61.8K
7.62K $307K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.52K
+ 4.28%
$51.3K - $60.6K
36.9K $1.49M
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

BUY
 -
1.46K
+ 244.72%
$49.5K - $58.5K
2.06K $83K
Aug 12, 2022 Q2 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
1.42K
+ 1.71%
$47.9K - $56.7K
84.1K $3.39M
Jul 18, 2022 Q2 2022
Montz Harcus Wealth Management LLC

BUY
 -
1.28K
+ 16.43%
$43.2K - $51K
9.04K $365K
Feb 13, 2025 Q2 2022
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.27K
+ 7.1%
$43.1K - $51K
19.2K $775K
Aug 01, 2022 Q2 2022
Tag Stone Capital, Inc.

BUY
 -
1.17K
+ 3.31%
$39.5K - $46.8K
36.5K $1.47M
Aug 08, 2022 Q2 2022
Compass Financial Advisors LLC

BUY
 -
1.13K
+ 19.37%
$38.4K - $45.4K
6.98K $282K
Aug 09, 2022 Q2 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
1.08K
+ 0.66%
$36.6K - $43.3K
164K $6.6M
Jul 13, 2022 Q2 2022
Diligent Investors, LLC

BUY
 -
1.08K
+ 1.56%
$36.5K - $43.1K
70K $2.82M
Aug 10, 2022 Q2 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.05K
+ 1.82%
$35.4K - $41.9K
58.5K $2.36M
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

BUY
 -
1.01K
+ 6.03%
$34.2K - $40.5K
17.8K $717K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1.01K
New
$34.1K - $40.3K
1.01K $40.6K
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1K
+ 5.97%
$33.9K - $40K
17.7K $716K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
984
+ 3.72%
$33.3K - $39.4K
27.4K $1.11M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
927
+ 5.88%
$31.4K - $37.1K
16.7K $674K
Jul 21, 2022 Q2 2022
Peterson Wealth Advisors, LLC

BUY
 -
915
+ 2.18%
$31K - $36.6K
42.9K $1.73M
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

BUY
 -
895
+ 4.77%
$30.3K - $35.8K
19.7K $793K
Aug 02, 2022 Q2 2022
American Money Management, LLC

BUY
 -
871
+ 16.0%
$29.5K - $34.9K
6.31K $255K
Jul 29, 2022 Q2 2022
Integrity Financial Corp

BUY
 -
827
+ 2.45%
$28K - $33.1K
34.6K $1.4M
Aug 15, 2022 Q2 2022
Vericrest Private Wealth

Newtown, PA
BUY
 -
775
+ 1.37%
$26.2K - $31K
57.4K $2.32M
Jul 19, 2022 Q2 2022
Straight Path Wealth Management

BUY
 -
768
+ 1.87%
$26K - $30.7K
41.9K $1.69M
Jul 28, 2022 Q2 2022
National Bank Of Canada

BUY
 -
754
+ 5.14%
$25.5K - $30.2K
15.4K $622K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

BUY
 -
742
+ 13.45%
$25.1K - $29.7K
6.26K $253K
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
720
+ 4.57%
$24.4K - $28.8K
16.5K $664K
Jul 11, 2022 Q2 2022
Tpg Financial Advisors, LLC

BUY
 -
716
+ 0.97%
$24.2K - $28.7K
74.8K $3.02M
Jul 26, 2022 Q2 2022
Fullen Financial Group

BUY
 -
710
+ 2.26%
$24K - $28.4K
32.1K $1.29M
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
700
New
$23.7K - $28K
700 $28.2K
Aug 30, 2022 Q2 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
686
+ 3.24%
$23.2K - $27.5K
21.8K $881K
Jul 13, 2022 Q2 2022
Trinity Wealth Management, LLC

BUY
 -
665
+ 6.33%
$22.5K - $26.6K
11.2K $451K
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

BUY
 -
647
+ 1.3%
$21.9K - $25.9K
50.2K $2.03M
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
641
+ 1.61%
$21.7K - $25.7K
40.6K $1.64M
Aug 05, 2022 Q2 2022
Arq Wealth Advisors, LLC

BUY
 -
564
+ 1.0%
$19.1K - $22.6K
57.2K $2.31M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
536
+ 0.29%
$18.1K - $21.5K
185K $7.45M
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

BUY
 -
515
+ 3.2%
$17.4K - $20.6K
16.6K $670K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
511
New
$17.3K - $20.5K
511 $20.6K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
509
+ 4.42%
$17.2K - $20.4K
12K $485K
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
494
+ 2.37%
$16.7K - $19.8K
21.3K $860K

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