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
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.28K+ 1.13% |
$257K - $282K
|
652K
$25.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.28KNew |
$257K - $282K
|
7.28K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.17K+ 20.78% |
$253K - $278K
|
41.7K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.06KNew |
$249K - $274K
|
7.06K
$277K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.99K+ 1.05% |
$247K - $271K
|
670K
$26.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
6.87K+ 102.06% |
$243K - $267K
|
13.6K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
6.87KNew |
$243K - $266K
|
6.87K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.51KNew |
$230K - $253K
|
6.51K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.37K+ 17.8% |
$225K - $247K
|
42.2K
$1.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.37K+ 7.53% |
$225K - $247K
|
90.9K
$3.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.24K+ 15.46% |
$220K - $242K
|
46.6K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6.05KNew |
$213K - $235K
|
6.05K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.01KNew |
$212K - $233K
|
6.01K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6K+ 4.81% |
$212K - $233K
|
131K
$5.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.91K+ 2.6% |
$209K - $229K
|
233K
$9.15M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
5.8K+ 14.13% |
$205K - $225K
|
46.9K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.79K+ 9.1% |
$205K - $225K
|
69.5K
$2.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
5.64KNew |
$199K - $219K
|
5.64K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.49KNew |
$194K - $213K
|
5.49K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5.42K+ 5.51% |
$191K - $210K
|
104K
$4.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.41K+ 3.81% |
$191K - $210K
|
147K
$5.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.08K+ 4.33% |
$179K - $197K
|
122K
$4.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.99K+ 3.86% |
$176K - $194K
|
134K
$5.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.95K+ 5.81% |
$175K - $192K
|
90.1K
$3.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.9K+ 20.07% |
$173K - $190K
|
29.3K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.78K+ 17.64% |
$169K - $185K
|
31.9K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.74K+ 7.6% |
$167K - $184K
|
67K
$2.63M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.73K+ 47.78% |
$167K - $183K
|
14.6K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.71K+ 7.31% |
$166K - $183K
|
69.2K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.71K+ 45.9% |
$166K - $183K
|
15K
$588K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
4.7K+ 1.8% |
$166K - $182K
|
267K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.62K+ 12.4% |
$163K - $179K
|
41.9K
$1.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.25K+ 7.27% |
$150K - $165K
|
62.7K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.18K+ 31.94% |
$148K - $162K
|
17.3K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.14K+ 2.41% |
$146K - $161K
|
176K
$6.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.07K+ 1.97% |
$144K - $158K
|
210K
$8.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 12.98% |
$141K - $155K
|
34.7K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.96K+ 1.03% |
$140K - $154K
|
390K
$15.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.92K+ 2.48% |
$138K - $152K
|
162K
$6.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.89K+ 5.13% |
$137K - $151K
|
79.8K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.86K+ 5.48% |
$136K - $150K
|
74.4K
$2.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.85K+ 4.21% |
$136K - $149K
|
95.3K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.66K+ 2.82% |
$129K - $142K
|
133K
$5.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.62K+ 4.87% |
$128K - $141K
|
78K
$3.07M
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.62K+ 2.36% |
$128K - $140K
|
157K
$6.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.51K+ 56.39% |
$124K - $136K
|
9.73K
$382K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.34K+ 10.97% |
$118K - $130K
|
33.8K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.22K+ 43.14% |
$114K - $125K
|
10.7K
$420K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.18K+ 1.84% |
$112K - $123K
|
176K
$6.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.13K+ 2.42% |
$111K - $122K
|
133K
$5.22M
|