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 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
425+ 0.81% |
$15K - $16.5K
|
52.8K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
419+ 64.66% |
$14.8K - $16.3K
|
1.07K
$42.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
419+ 25.3% |
$14.8K - $16.3K
|
2.08K
$83K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
418New |
$14.8K - $16.2K
|
418
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$14.1K - $15.5K
|
400
$16K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
377New |
$13.3K - $14.6K
|
377
$15.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
374+ 1.82% |
$13.2K - $14.5K
|
20.9K
$836K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
370+ 1.99% |
$13.1K - $14.4K
|
19K
$760K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
350New |
$12.4K - $13.6K
|
350
$14K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
349+ 0.62% |
$12.3K - $13.5K
|
56.9K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
347+ 3.36% |
$12.2K - $13.5K
|
10.7K
$427K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
344+ 2.04% |
$12.1K - $13.3K
|
17.2K
$689K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
322+ 0.89% |
$11.4K - $12.5K
|
36.7K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
313+ 0.86% |
$11K - $12.1K
|
36.6K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
304+ 3.35% |
$10.7K - $11.8K
|
9.37K
$375K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
303New |
$10.7K - $11.8K
|
303
$12.1K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
298+ 4.13% |
$10.5K - $11.6K
|
7.51K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
293+ 0.87% |
$10.3K - $11.4K
|
33.9K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
287+ 0.35% |
$10.1K - $11.1K
|
82.6K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
283New |
$9.99K - $11K
|
283
$11.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
262+ 1.2% |
$9.25K - $10.2K
|
22.1K
$885K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 3.52% |
$7.27K - $7.99K
|
6.05K
$242K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
192+ 0.42% |
$6.78K - $7.45K
|
45.9K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
192+ 2.94% |
$6.78K - $7.45K
|
6.73K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
181+ 60.54% |
$6.39K - $7.02K
|
480
$19.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
176+ 0.57% |
$6.21K - $6.83K
|
31.1K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
167+ 355.32% |
$5.9K - $6.48K
|
214
$8.56K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
161+ 1.22% |
$5.68K - $6.25K
|
13.3K
$534K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
151+ 1.44% |
$5.33K - $5.86K
|
10.6K
$425K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
146+ 0.88% |
$5.15K - $5.66K
|
16.6K
$666K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
144+ 0.7% |
$5.08K - $5.59K
|
20.9K
$834K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
143+ 2.29% |
$5.05K - $5.55K
|
6.38K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 248.21% |
$4.91K - $5.39K
|
195
$7.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
131+ 1.7% |
$4.62K - $5.08K
|
7.85K
$314K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 31.09% |
$4.41K - $4.85K
|
527
$21.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
120+ 1.12% |
$4.24K - $4.65K
|
10.9K
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
98+ 0.64% |
$3.46K - $3.8K
|
15.5K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
94+ 1.19% |
$3.32K - $3.65K
|
8.01K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
69+ 0.99% |
$2.44K - $2.68K
|
7.07K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
63New |
$2.22K - $2.44K
|
63
$2.52K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52+ 94.55% |
$1.84K - $2.02K
|
107
$4.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
52+ 0.66% |
$1.84K - $2.02K
|
7.89K
$316K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36New |
$1.27K - $1.4K
|
36
$1.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29New |
$1.02K - $1.12K
|
29
$1.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
26+ 0.24% |
$918 - $1.01K
|
10.7K
$429K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 7.09% |
$741 - $815
|
317
$12.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 0.17% |
$635 - $698
|
10.5K
$420K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 11.72% |
$600 - $659
|
162
$6.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15+ 0.12% |
$530 - $582
|
12.4K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.17% |
$494 - $543
|
8.41K
$337K
|