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 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
$6.49K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15+ 0.12% |
$530 - $582
|
12.4K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.17% |
$494 - $543
|
8.41K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.14% |
$459 - $504
|
8.99K
$360K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11+ 0.15% |
$388 - $427
|
7.46K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10+ 0.11% |
$353 - $388
|
8.92K
$358K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 10.64% |
$353 - $388
|
104
$4.17K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.15% |
$353 - $388
|
6.7K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.1% |
$318 - $349
|
9.15K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 1.25% |
$282 - $310
|
646
$25.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$247 - $272
|
8.53K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.47% |
$141 - $155
|
856
$34.3K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.15% |
$106 - $116
|
265
$10.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.02% |
$106 - $116
|
15.9K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.25% |
$35.3 - $38.8
|
402
$16.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.3 - $38.8
|
1
$40.1
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.81% |
$35.3 - $38.8
|
125
$5.01K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$35.3 - $38.8
|
6.84K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.57% |
$35.3 - $38.8
|
27
$1.08K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.29% |
$35.3 - $38.8
|
345
$13.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.32% |
$247 - $272
|
2.15K
$86.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-9- 0.03% |
$318 - $349
|
29.4K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-15- 0.42% |
$530 - $582
|
3.52K
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-15- 0.09% |
$530 - $582
|
16.6K
$664K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-16- 0.22% |
$565 - $621
|
7.31K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17- 0.07% |
$600 - $659
|
25.8K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-20- 0.24% |
$706 - $776
|
8.46K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-25- 0.01% |
$882 - $970
|
170K
$6.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$1.02K - $1.12K
|
31.4K
$1.26M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 45.68% |
$1.31K - $1.44K
|
44
$1.76K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-39- 0.24% |
$1.38K - $1.51K
|
16.4K
$656K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-41- 0.68% |
$1.45K - $1.59K
|
6.02K
$241K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-45- 0.54% |
$1.59K - $1.75K
|
8.27K
$331K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-47- 2.67% |
$1.66K - $1.82K
|
1.71K
$68.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-47- 0.64% |
$1.66K - $1.82K
|
7.32K
$293K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 1.81% |
$1.8K - $1.98K
|
2.77K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-51- 0.82% |
$1.8K - $1.98K
|
6.18K
$248K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 3.11% |
$1.94K - $2.13K
|
1.72K
$68.8K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-58- 0.81% |
$2.05K - $2.25K
|
7.1K
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-59- 0.15% |
$2.08K - $2.29K
|
38K
$1.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-61- 0.37% |
$2.15K - $2.37K
|
16.3K
$652K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-66- 0.89% |
$2.33K - $2.56K
|
7.31K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-67- 7.21% |
$2.37K - $2.6K
|
862
$34.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-70- 0.12% |
$2.47K - $2.72K
|
56.4K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-70- 15.87% |
$2.47K - $2.72K
|
371
$14.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-72- 3.07% |
$2.54K - $2.79K
|
2.28K
$91.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-80- 23.32% |
$2.82K - $3.1K
|
263
$10.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-80- 0.11% |
$2.82K - $3.1K
|
71.1K
$2.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-86- 0.18% |
$3.04K - $3.34K
|
47.5K
$1.9M
|