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 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-489- 3.49% |
$17.3K - $19K
|
13.5K
$541K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-507- 5.74% |
$17.9K - $19.7K
|
8.32K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-519- 3.97% |
$18.3K - $20.1K
|
12.6K
$503K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-524- 0.5% |
$18.5K - $20.3K
|
105K
$4.2M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-555- 11.43% |
$19.6K - $21.5K
|
4.3K
$172K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-560- 11.62% |
$19.8K - $21.7K
|
4.26K
$171K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-569- 3.73% |
$20.1K - $22.1K
|
14.7K
$589K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-618- 2.21% |
$21.8K - $24K
|
27.4K
$1.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-657- 0.59% |
$23.2K - $25.5K
|
110K
$4.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-668- 13.89% |
$23.6K - $25.9K
|
4.14K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-702- 3.38% |
$24.8K - $27.2K
|
20.1K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-709- 5.89% |
$25K - $27.5K
|
11.3K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-733- 1.66% |
$25.9K - $28.4K
|
43.5K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-740- 0.9% |
$26.1K - $28.7K
|
81.6K
$3.27M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-741- 1.83% |
$26.2K - $28.7K
|
39.7K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-771- 2.77% |
$27.2K - $29.9K
|
27.1K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-832- 10.7% |
$29.4K - $32.3K
|
6.95K
$278K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-839- 12.12% |
$29.6K - $32.5K
|
6.08K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-848- 0.83% |
$29.9K - $32.9K
|
101K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-853- 8.99% |
$30.1K - $33.1K
|
8.64K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-867- 0.94% |
$30.6K - $33.6K
|
91.4K
$3.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-888- 1.79% |
$31.3K - $34.4K
|
48.8K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-903- 3.93% |
$31.9K - $35K
|
22.1K
$884K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-904- 1.55% |
$31.9K - $35.1K
|
57.5K
$2.31M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-905- 5.03% |
$31.9K - $35.1K
|
17.1K
$685K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-925- 3.37% |
$32.7K - $35.9K
|
26.5K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-931- 1.77% |
$32.9K - $36.1K
|
51.6K
$2.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-937- 0.68% |
$33.1K - $36.3K
|
136K
$5.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-945- 1.31% |
$33.4K - $36.7K
|
71.2K
$2.85M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-951- 19.53% |
$33.6K - $36.9K
|
3.92K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-952- 0.73% |
$33.6K - $36.9K
|
129K
$5.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-961- 1.33% |
$33.9K - $37.3K
|
71.5K
$2.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1K- 6.13% |
$35.3K - $38.8K
|
15.3K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.07K- 7.3% |
$37.7K - $41.5K
|
13.6K
$544K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.18K- 2.88% |
$41.6K - $45.7K
|
39.7K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.18K- 0.8% |
$41.6K - $45.7K
|
146K
$5.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19K- 17.25% |
$42.1K - $46.3K
|
5.72K
$229K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 2.3% |
$43K - $47.3K
|
51.7K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.28K- 2.72% |
$45.1K - $49.6K
|
45.7K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.33K- 2.63% |
$46.9K - $51.6K
|
49.3K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.33K- 16.13% |
$47.1K - $51.7K
|
6.93K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.36K- 3.47% |
$48K - $52.8K
|
37.9K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.44K- 1.85% |
$50.7K - $55.7K
|
76.4K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.46K- 1.85% |
$51.7K - $56.8K
|
77.6K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 5.25% |
$51.9K - $57K
|
26.5K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.49K- 9.76% |
$52.7K - $57.9K
|
13.8K
$553K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.56K- 9.51% |
$55K - $60.4K
|
14.8K
$594K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.56K- 0.05% |
$55.1K - $60.5K
|
2.97M
$119M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 0.29% |
$55.5K - $60.9K
|
544K
$21.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.59K- 9.12% |
$56.1K - $61.6K
|
15.8K
$634K
|