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 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.1K+ 4.26% |
$109K - $120K
|
75.9K
$2.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.89K+ 3.93% |
$102K - $112K
|
76.4K
$3M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.83K+ 5.44% |
$99.8K - $110K
|
54.8K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.79K+ 2.9% |
$98.6K - $108K
|
99K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.76K+ 8.73% |
$97.5K - $107K
|
34.4K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.65K+ 3.46% |
$93.5K - $103K
|
79.2K
$3.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62K+ 3.13% |
$92.4K - $102K
|
86.2K
$3.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.6K+ 5.08% |
$91.9K - $101K
|
53.8K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.57K+ 3.52% |
$90.6K - $99.5K
|
75.5K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.56K+ 25.67% |
$90.3K - $99.2K
|
12.5K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 3.94% |
$89.7K - $98.6K
|
67K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.53K+ 0.99% |
$89.5K - $98.3K
|
257K
$10.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.49K+ 1.09% |
$88K - $96.7K
|
231K
$9.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.44K+ 9.19% |
$86.2K - $94.8K
|
29K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 4.69% |
$85.6K - $94K
|
54.1K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.3KNew |
$81K - $89K
|
2.3K
$90.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.27K+ 11.67% |
$80.1K - $88K
|
21.7K
$853K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.15K+ 15.03% |
$76K - $83.6K
|
16.5K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07K+ 42.86% |
$72.9K - $80.1K
|
6.89K
$271K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05K+ 20.11% |
$72.5K - $79.7K
|
12.3K
$482K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.03K+ 9.95% |
$71.6K - $78.7K
|
22.4K
$881K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.03K+ 2.06% |
$71.6K - $78.6K
|
100K
$3.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 7.58% |
$66.2K - $72.7K
|
26.6K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.81K+ 1.75% |
$64K - $70.3K
|
105K
$4.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.79K+ 9.65% |
$63.2K - $69.4K
|
20.3K
$799K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.78K+ 0.47% |
$62.9K - $69.1K
|
381K
$15M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.75K+ 20.02% |
$61.7K - $67.8K
|
10.5K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.73K+ 1.69% |
$61.1K - $67.1K
|
104K
$4.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.64K+ 10.14% |
$58K - $63.8K
|
17.9K
$702K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.64K+ 1.61% |
$58K - $63.7K
|
104K
$4.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
1.63K+ 9.99% |
$57.6K - $63.3K
|
18K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.6K+ 3.7% |
$56.5K - $62.1K
|
44.9K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.59K+ 1.36% |
$56.1K - $61.6K
|
119K
$4.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.58K+ 6.81% |
$55.8K - $61.3K
|
24.8K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 2.66% |
$55.4K - $60.9K
|
60.5K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 24.36% |
$55K - $60.4K
|
7.95K
$313K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.52K+ 27.11% |
$53.6K - $58.9K
|
7.12K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.51K+ 1.04% |
$53.4K - $58.7K
|
147K
$5.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.51K+ 25.93% |
$53.3K - $58.6K
|
7.33K
$288K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.49K+ 2.13% |
$52.6K - $57.8K
|
71.5K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.49K+ 1.02% |
$52.6K - $57.8K
|
148K
$5.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.37K+ 0.8% |
$48.2K - $53K
|
173K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 2.4% |
$47.9K - $52.6K
|
57.8K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 46.69% |
$47.3K - $51.9K
|
4.21K
$165K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.32K+ 2.23% |
$46.5K - $51K
|
60.2K
$2.37M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.31KNew |
$46.3K - $50.9K
|
1.31K
$51.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.28K+ 7.2% |
$45.3K - $49.7K
|
19.1K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.27K+ 2.46% |
$44.9K - $49.3K
|
52.9K
$2.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 0.61% |
$43.6K - $47.9K
|
203K
$7.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.2K+ 2.19% |
$42.4K - $46.5K
|
55.9K
$2.2M
|