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 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
61.2K+ 32.93% |
$2.16M - $2.37M
|
247K
$9.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57.9KNew |
$2.05M - $2.25M
|
57.9K
$2.28M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
54.6K+ 26.7% |
$1.93M - $2.12M
|
259K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.9K+ 30.47% |
$1.9M - $2.09M
|
231K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
52.7K+ 2.69% |
$1.86M - $2.04M
|
2.01M
$78.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
49K+ 14.3% |
$1.73M - $1.9M
|
392K
$15.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
47.1K+ 34.49% |
$1.66M - $1.83M
|
184K
$7.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
46.7K+ 125.98% |
$1.65M - $1.81M
|
83.8K
$3.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
46.5K+ 8.74% |
$1.64M - $1.8M
|
578K
$22.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43.3K+ 102.71% |
$1.53M - $1.68M
|
85.4K
$3.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
40.6K+ 14.93% |
$1.43M - $1.57M
|
312K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
40.1K+ 51.73% |
$1.42M - $1.56M
|
118K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
37.3K+ 23.18% |
$1.31M - $1.44M
|
198K
$7.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.1K+ 3.02% |
$1.24M - $1.36M
|
1.2M
$47M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
34.4K+ 104.7% |
$1.21M - $1.33M
|
67.2K
$2.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.2K+ 19.32% |
$1.21M - $1.33M
|
211K
$8.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
32.8K+ 25.66% |
$1.16M - $1.27M
|
161K
$6.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.4K+ 7.46% |
$1.15M - $1.26M
|
468K
$18.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
31.8K+ 4.21% |
$1.12M - $1.23M
|
785K
$30.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
31.6K+ 148.72% |
$1.12M - $1.23M
|
52.8K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
31.3K+ 294.77% |
$1.1M - $1.21M
|
41.9K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31.2K+ 11.92% |
$1.1M - $1.21M
|
293K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 3.12% |
$1.04M - $1.14M
|
969K
$38.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
29.3K+ 7.42% |
$1.03M - $1.14M
|
424K
$16.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
28.5K+ 5.33% |
$1.01M - $1.11M
|
563K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.2K+ 1.86% |
$996K - $1.09M
|
1.54M
$60.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28.1K+ 32.24% |
$993K - $1.09M
|
115K
$4.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.4K+ 84.0% |
$895K - $983K
|
55.5K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24.4K+ 9.7% |
$862K - $947K
|
276K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
23.5K+ 15.27% |
$829K - $911K
|
177K
$6.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.3KNew |
$823K - $905K
|
23.3K
$916K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.9K+ 14.93% |
$807K - $886K
|
176K
$6.91M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.9K+ 140.1% |
$773K - $850K
|
37.5K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 1.99% |
$765K - $841K
|
1.11M
$43.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21.2K+ 6.77% |
$749K - $823K
|
335K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21K+ 13.24% |
$741K - $814K
|
179K
$7.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$738K - $811K
|
20.9K
$821K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.6K+ 4.02% |
$727K - $799K
|
534K
$21M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
20.6KNew |
$727K - $799K
|
20.6K
$809K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
20.6K+ 69.09% |
$727K - $799K
|
50.4K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.4KNew |
$719K - $790K
|
20.4K
$800K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20K+ 6.14% |
$706K - $776K
|
346K
$13.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9K+ 9.15% |
$704K - $773K
|
238K
$9.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19.6K+ 20.88% |
$691K - $759K
|
113K
$4.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.3K+ 195.5% |
$648K - $712K
|
27.7K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
18.3KNew |
$646K - $709K
|
18.3K
$719K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.9K+ 4.42% |
$631K - $694K
|
422K
$16.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17.4K+ 5.71% |
$615K - $676K
|
323K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
17.3K+ 5.32% |
$612K - $673K
|
344K
$13.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
17.3K+ 19.55% |
$609K - $670K
|
106K
$4.15M
|