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 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.35K- 11.18% |
$154K - $169K
|
34.6K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-4.43K- 10.72% |
$156K - $172K
|
36.9K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.63K- 0.75% |
$163K - $179K
|
613K
$24M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.63K- 43.44% |
$163K - $180K
|
6.03K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.87K- 11.55% |
$172K - $189K
|
37.3K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.88K- 30.97% |
$172K - $189K
|
10.9K
$426K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.93K- 4.63% |
$174K - $191K
|
102K
$3.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.01K- 7.07% |
$177K - $194K
|
65.8K
$2.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.09K- 13.34% |
$180K - $197K
|
33K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-5.15K- 5.71% |
$182K - $200K
|
85K
$3.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.15K- 4.27% |
$182K - $200K
|
116K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.84K- 22.97% |
$206K - $226K
|
19.6K
$766K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-6.12K- 25.19% |
$216K - $237K
|
18.2K
$711K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-6.14K- 7.85% |
$217K - $238K
|
72.1K
$2.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.42K- 1.51% |
$226K - $249K
|
418K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.43K- 20.53% |
$227K - $249K
|
24.9K
$973K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.45K- 10.41% |
$228K - $250K
|
55.5K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.75K- 11.47% |
$238K - $262K
|
52K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.8K- 25.72% |
$240K - $264K
|
19.6K
$768K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.27K- 1.03% |
$257K - $282K
|
699K
$27.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.7K- 3.23% |
$272K - $299K
|
231K
$9.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-7.9K- 1.4% |
$279K - $307K
|
558K
$21.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7.97K- 9.76% |
$281K - $309K
|
73.7K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-8.02K- 51.87% |
$283K - $311K
|
7.45K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.07K- 13.7% |
$285K - $313K
|
50.8K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.41K- 31.72% |
$297K - $326K
|
18.1K
$708K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-8.45K- 32.6% |
$298K - $328K
|
17.5K
$684K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8.48K- 38.12% |
$299K - $329K
|
13.8K
$539K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.52K- 9.47% |
$301K - $330K
|
81.4K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.81K- 15.51% |
$311K - $342K
|
48K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.96K- 11.62% |
$316K - $348K
|
68.2K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.12K- 1.69% |
$322K - $354K
|
532K
$20.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-9.45K- 5.93% |
$333K - $366K
|
150K
$5.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-9.87K- 3.77% |
$348K - $383K
|
252K
$9.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-9.96K- 6.41% |
$352K - $386K
|
145K
$5.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.98K- 7.08% |
$352K - $387K
|
131K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.2K- 2.44% |
$359K - $394K
|
407K
$15.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.5K- 18.96% |
$372K - $409K
|
45.1K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 10.25% |
$373K - $409K
|
92.4K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.8K- 1.32% |
$381K - $419K
|
809K
$31.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11K- 2.47% |
$387K - $426K
|
434K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.6K- 8.06% |
$408K - $448K
|
132K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 0.23% |
$438K - $481K
|
5.28M
$207M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-13.3K- 14.58% |
$470K - $517K
|
78K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 94.36% |
$473K - $520K
|
800
$31.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-13.7K- 16.66% |
$484K - $532K
|
68.6K
$2.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-14.1K- 40.9% |
$497K - $547K
|
20.4K
$797K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-14.4K- 6.51% |
$510K - $560K
|
207K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.6K- 42.83% |
$515K - $566K
|
19.5K
$762K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-15.8K- 1.84% |
$558K - $614K
|
845K
$33.1M
|