Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.88M+ 69.73% |
$66.4M - $73M
|
4.58M
$180M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
806KNew |
$28.5M - $31.3M
|
806K
$31.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
751K+ 50.2% |
$26.5M - $29.1M
|
2.25M
$88.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
720K+ 83.76% |
$25.4M - $27.9M
|
1.58M
$62M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
668K+ 3340675.0% |
$23.6M - $25.9M
|
668K
$26.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
443KNew |
$15.6M - $17.2M
|
443K
$17.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
421KNew |
$14.9M - $16.3M
|
421K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
383K+ 71.41% |
$13.5M - $14.9M
|
920K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
362K+ 5956.01% |
$12.8M - $14.1M
|
369K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
336K+ 2229.33% |
$11.9M - $13M
|
351K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
334K+ 6.22% |
$11.8M - $12.9M
|
5.7M
$224M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
324K+ 6.94% |
$11.4M - $12.6M
|
5M
$196M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
293K+ 1.65% |
$10.4M - $11.4M
|
18.1M
$709M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
280K+ 20.25% |
$9.88M - $10.9M
|
1.66M
$65.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
280KNew |
$9.87M - $10.8M
|
280K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279K+ 82.16% |
$9.84M - $10.8M
|
618K
$24.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
238K+ 17.67% |
$8.41M - $9.25M
|
1.59M
$62.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 9.97% |
$8.26M - $9.08M
|
2.58M
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 9.97% |
$8.26M - $9.08M
|
2.58M
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
231K+ 12.91% |
$8.16M - $8.97M
|
2.02M
$79.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
222K+ 16.39% |
$7.82M - $8.6M
|
1.57M
$61.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 2.44% |
$7.71M - $8.47M
|
9.17M
$360M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
212KNew |
$7.49M - $8.23M
|
212K
$8.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
190K+ 43.7% |
$6.72M - $7.38M
|
626K
$24.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
185K+ 23.8% |
$6.54M - $7.19M
|
964K
$37.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
183KNew |
$6.47M - $7.11M
|
183K
$7.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
175KNew |
$6.16M - $6.77M
|
175K
$6.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
172K+ 2.83% |
$6.05M - $6.65M
|
6.23M
$245M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
169K+ 280.53% |
$5.96M - $6.55M
|
229K
$9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
151K+ 52.28% |
$5.32M - $5.84M
|
439K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
140KNew |
$4.94M - $5.43M
|
140K
$5.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
129K+ 649.3% |
$4.55M - $5M
|
149K
$5.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
117K+ 26.27% |
$4.13M - $4.54M
|
562K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
113K+ 19.35% |
$3.97M - $4.36M
|
694K
$27.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
112KNew |
$3.97M - $4.36M
|
112K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
104KNew |
$3.68M - $4.04M
|
104K
$4.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
103K+ 111.17% |
$3.65M - $4.01M
|
196K
$7.71M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.4K+ 6.84% |
$3.33M - $3.66M
|
1.47M
$58M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
89.4K+ 47.89% |
$3.16M - $3.47M
|
276K
$10.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
89K+ 5.59% |
$3.14M - $3.45M
|
1.68M
$66M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
81.6K+ 6.11% |
$2.88M - $3.17M
|
1.42M
$55.7M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
78.2K+ 141.67% |
$2.76M - $3.03M
|
133K
$5.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
77.6KNew |
$2.74M - $3.01M
|
77.6K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
75.1KNew |
$2.65M - $2.91M
|
75.1K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
75.1K+ 68.75% |
$2.65M - $2.91M
|
184K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75K+ 3.77% |
$2.65M - $2.91M
|
2.06M
$81.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
74KNew |
$2.61M - $2.87M
|
74K
$2.91M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
73.6K+ 362.21% |
$2.6M - $2.85M
|
93.9K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63K+ 13.74% |
$2.22M - $2.44M
|
522K
$20.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
62K+ 64.61% |
$2.19M - $2.4M
|
158K
$6.2M
|