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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-569- 3.73% |
$20.1K - $22.1K
|
14.7K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-618- 2.21% |
$21.8K - $24K
|
27.4K
$1.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-657- 0.59% |
$23.2K - $25.5K
|
110K
$4.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-668- 13.89% |
$23.6K - $25.9K
|
4.14K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-702- 3.38% |
$24.8K - $27.2K
|
20.1K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-709- 5.89% |
$25K - $27.5K
|
11.3K
$445K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-733- 1.66% |
$25.9K - $28.4K
|
43.5K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-740- 0.9% |
$26.1K - $28.7K
|
81.6K
$3.21M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-741- 1.83% |
$26.2K - $28.7K
|
39.7K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-771- 2.77% |
$27.2K - $29.9K
|
27.1K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-832- 10.7% |
$29.4K - $32.3K
|
6.95K
$273K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-839- 12.12% |
$29.6K - $32.5K
|
6.08K
$239K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-848- 0.83% |
$29.9K - $32.9K
|
101K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-853- 8.99% |
$30.1K - $33.1K
|
8.64K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-867- 0.94% |
$30.6K - $33.6K
|
91.4K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-888- 1.79% |
$31.3K - $34.4K
|
48.8K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-903- 3.93% |
$31.9K - $35K
|
22.1K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-904- 1.55% |
$31.9K - $35.1K
|
57.5K
$2.26M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-905- 5.03% |
$31.9K - $35.1K
|
17.1K
$672K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-925- 3.37% |
$32.7K - $35.9K
|
26.5K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-931- 1.77% |
$32.9K - $36.1K
|
51.6K
$2.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-937- 0.68% |
$33.1K - $36.3K
|
136K
$5.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-945- 1.31% |
$33.4K - $36.7K
|
71.2K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-952- 0.73% |
$33.6K - $36.9K
|
129K
$5.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-961- 1.33% |
$33.9K - $37.3K
|
71.5K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1K- 6.13% |
$35.3K - $38.8K
|
15.3K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.07K- 7.3% |
$37.7K - $41.5K
|
13.6K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.18K- 0.8% |
$41.6K - $45.7K
|
146K
$5.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.18K- 2.88% |
$41.6K - $45.7K
|
39.7K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19K- 17.25% |
$42.1K - $46.3K
|
5.72K
$225K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 2.3% |
$43K - $47.3K
|
51.7K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.28K- 2.72% |
$45.1K - $49.6K
|
45.7K
$1.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.33K- 2.63% |
$46.9K - $51.6K
|
49.3K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.33K- 16.13% |
$47.1K - $51.7K
|
6.93K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.36K- 3.47% |
$48K - $52.8K
|
37.9K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.44K- 1.85% |
$50.7K - $55.7K
|
76.4K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.46K- 1.85% |
$51.7K - $56.8K
|
77.6K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 5.25% |
$51.9K - $57K
|
26.5K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.49K- 9.76% |
$52.7K - $57.9K
|
13.8K
$542K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.56K- 9.51% |
$55K - $60.4K
|
14.8K
$583K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.56K- 0.05% |
$55.1K - $60.5K
|
2.97M
$117M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 0.29% |
$55.5K - $60.9K
|
544K
$21.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.59K- 9.12% |
$56.1K - $61.6K
|
15.8K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 48.67% |
$56.9K - $62.6K
|
1.7K
$66.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 2.23% |
$57K - $62.6K
|
70.8K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 5.48% |
$58.1K - $63.8K
|
28.4K
$1.12M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.68K- 20.36% |
$59.2K - $65K
|
6.55K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 1.6% |
$60.1K - $66.1K
|
105K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.72K- 2.73% |
$60.6K - $66.6K
|
61.1K
$2.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.72K- 0.37% |
$60.7K - $66.7K
|
464K
$18.2M
|