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
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-129- 2.07% |
$4.55K - $5K
|
6.11K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-139- 2.12% |
$4.91K - $5.39K
|
6.42K
$252K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-145- 1.72% |
$5.12K - $5.62K
|
8.31K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-149- 1.1% |
$5.26K - $5.78K
|
13.4K
$525K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-156- 2.03% |
$5.51K - $6.05K
|
7.52K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 2.29% |
$5.72K - $6.28K
|
6.92K
$272K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-168- 0.56% |
$5.93K - $6.52K
|
30.1K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-174- 2.98% |
$6.14K - $6.75K
|
5.66K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-188- 1.64% |
$6.64K - $7.29K
|
11.3K
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-195- 0.28% |
$6.88K - $7.56K
|
70.2K
$2.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-202- 1.65% |
$7.13K - $7.84K
|
12K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-202- 3.51% |
$7.13K - $7.84K
|
5.55K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-221- 1.8% |
$7.8K - $8.57K
|
12K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-224- 2.0% |
$7.91K - $8.69K
|
11K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-241- 1.92% |
$8.51K - $9.35K
|
12.3K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-249- 0.23% |
$8.79K - $9.66K
|
110K
$4.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-269- 1.6% |
$9.5K - $10.4K
|
16.5K
$650K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-281- 51.37% |
$9.92K - $10.9K
|
266
$10.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-284- 1.16% |
$10K - $11K
|
24.2K
$953K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-292- 9.65% |
$10.3K - $11.3K
|
2.73K
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-309- 3.68% |
$10.9K - $12K
|
8.1K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-310- 26.91% |
$10.9K - $12K
|
842
$33.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-312- 1.86% |
$11K - $12.1K
|
16.4K
$645K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-329- 0.97% |
$11.6K - $12.8K
|
33.7K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-341- 4.21% |
$12K - $13.2K
|
7.76K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-353- 2.43% |
$12.5K - $13.7K
|
14.2K
$557K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-357- 0.68% |
$12.6K - $13.8K
|
52.4K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-362- 4.69% |
$12.8K - $14K
|
7.36K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-373- 1.52% |
$13.2K - $14.5K
|
24.1K
$948K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-376- 2.08% |
$13.3K - $14.6K
|
17.7K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-380- 19.41% |
$13.4K - $14.7K
|
1.58K
$62K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-389- 93.29% |
$13.7K - $15.1K
|
28
$1.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-395- 1.29% |
$13.9K - $15.3K
|
30.2K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-395- 46.42% |
$13.9K - $15.3K
|
456
$17.9K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-397- 1.73% |
$14K - $15.4K
|
22.6K
$888K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-399- 3.71% |
$14.1K - $15.5K
|
10.3K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-423- 13.03% |
$14.9K - $16.4K
|
2.82K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-441- 1.66% |
$15.6K - $17.1K
|
26.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-455- 1.44% |
$16.1K - $17.6K
|
31K
$1.22M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-467- 3.42% |
$16.5K - $18.1K
|
13.2K
$518K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-470- 3.52% |
$16.6K - $18.2K
|
12.9K
$506K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-472- 2.68% |
$16.7K - $18.3K
|
17.1K
$673K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-478- 1.61% |
$16.9K - $18.5K
|
29.2K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-486- 3.5% |
$17.2K - $18.9K
|
13.4K
$526K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-489- 3.49% |
$17.3K - $19K
|
13.5K
$531K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-507- 5.74% |
$17.9K - $19.7K
|
8.32K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-519- 3.97% |
$18.3K - $20.1K
|
12.6K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-524- 0.5% |
$18.5K - $20.3K
|
105K
$4.12M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-555- 11.43% |
$19.6K - $21.5K
|
4.3K
$169K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-560- 11.62% |
$19.8K - $21.7K
|
4.26K
$167K
|