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 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.61% |
$67.7 - $80.1
|
126
$5.08K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.05% |
$33.9 - $40
|
2.03K
$81.8K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.01% |
$33.9 - $40
|
10.3K
$415K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 1.49% |
$102 - $120
|
198
$7.99K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 0.3% |
$339 - $400
|
3.36K
$136K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17- 0.07% |
$575 - $681
|
23K
$927K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$779 - $921
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-27- 0.76% |
$914 - $1.08K
|
3.52K
$142K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 0.58% |
$1.12K - $1.32K
|
5.63K
$227K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-43- 0.24% |
$1.46K - $1.72K
|
17.7K
$714K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 14.29% |
$1.69K - $2K
|
300
$12.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-51Closed |
$1.73K - $2.04K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-52- 0.77% |
$1.76K - $2.08K
|
6.74K
$272K
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-52- 0.23% |
$1.76K - $2.08K
|
22.5K
$906K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-71Closed |
$2.4K - $2.84K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-74- 1.1% |
$2.5K - $2.96K
|
6.67K
$269K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-77- 0.57% |
$2.61K - $3.08K
|
13.5K
$546K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-100- 1.68% |
$3.39K - $4K
|
5.85K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 1.3% |
$3.72K - $4.4K
|
8.35K
$337K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-125- 5.91% |
$4.23K - $5K
|
1.99K
$80.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-155- 0.83% |
$5.25K - $6.2K
|
18.5K
$747K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-183- 7.1% |
$6.19K - $7.33K
|
2.4K
$96.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-189- 1.95% |
$6.4K - $7.57K
|
9.48K
$383K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-239- 60.35% |
$8.09K - $9.57K
|
157
$6.33K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-246- 7.82% |
$8.33K - $9.85K
|
2.9K
$117K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-259- 7.07% |
$8.77K - $10.4K
|
3.4K
$137K
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-272- 1.42% |
$9.21K - $10.9K
|
18.9K
$761K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-275- 1.25% |
$9.31K - $11K
|
21.7K
$875K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-292- 0.98% |
$9.88K - $11.7K
|
29.5K
$1.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-313- 0.48% |
$10.6K - $12.5K
|
64.9K
$2.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-317- 3.01% |
$10.7K - $12.7K
|
10.2K
$413K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-320- 23.62% |
$10.8K - $12.8K
|
1.04K
$41.8K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-327- 10.55% |
$11.1K - $13.1K
|
2.77K
$112K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-337- 1.98% |
$11.4K - $13.5K
|
16.7K
$673K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-360- 2.03% |
$12.2K - $14.4K
|
17.4K
$702K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-386- 4.0% |
$13.1K - $15.5K
|
9.26K
$374K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-391- 7.35% |
$13.2K - $15.7K
|
4.93K
$199K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-417- 4.22% |
$14.1K - $16.7K
|
9.46K
$382K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-417- 0.58% |
$14.1K - $16.7K
|
71.3K
$2.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-447- 15.55% |
$15.1K - $17.9K
|
2.43K
$98K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-448- 6.15% |
$15.2K - $17.9K
|
6.84K
$276K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-509- 7.61% |
$17.2K - $20.4K
|
6.18K
$249K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-511- 2.8% |
$17.3K - $20.5K
|
17.8K
$717K
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-563- 7.51% |
$19.1K - $22.5K
|
6.94K
$280K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-626Closed |
$21.2K - $25.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-645- 9.87% |
$21.8K - $25.8K
|
5.89K
$238K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-656- 83.04% |
$22.2K - $26.3K
|
134
$5.41K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-697- 1.22% |
$23.6K - $27.9K
|
56.5K
$2.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-756- 13.69% |
$25.6K - $30.3K
|
4.77K
$192K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-800- 1.56% |
$27.1K - $32K
|
50.6K
$2.04M
|