Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.52M+ 378.26% |
$105M - $114M
|
3.19M
$128M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.93M+ 15.16% |
$80M - $87.4M
|
14.7M
$588M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22MNew |
$50.7M - $55.4M
|
1.22M
$49.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
828K+ 32.72% |
$34.3M - $37.5M
|
3.36M
$135M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
766K+ 248.38% |
$31.8M - $34.7M
|
1.07M
$43.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
728K+ 15.51% |
$30.2M - $33M
|
5.42M
$217M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
596K+ 67.43% |
$24.7M - $27M
|
1.48M
$59.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
436KNew |
$18.1M - $19.7M
|
436K
$17.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
424K+ 179.46% |
$17.6M - $19.2M
|
660K
$26.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
325K+ 451.37% |
$13.5M - $14.7M
|
397K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
284K+ 907.05% |
$11.8M - $12.8M
|
315K
$12.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
264K+ 58.86% |
$10.9M - $11.9M
|
712K
$28.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
180K+ 242.37% |
$7.45M - $8.14M
|
254K
$10.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
162K+ 5.55% |
$6.72M - $7.34M
|
3.08M
$124M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
150K+ 14.18% |
$6.23M - $6.8M
|
1.21M
$48.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147K+ 124.0% |
$6.07M - $6.64M
|
265K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
128K+ 6.43% |
$5.31M - $5.8M
|
2.12M
$84.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
126K+ 66.71% |
$5.22M - $5.7M
|
315K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
126K+ 66.96% |
$5.22M - $5.7M
|
314K
$12.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
123K+ 5.0% |
$5.11M - $5.59M
|
2.59M
$104M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
111KNew |
$4.6M - $5.02M
|
111K
$4.44M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
104K+ 1046.62% |
$4.32M - $4.72M
|
114K
$4.58M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
98.6KNew |
$4.09M - $4.46M
|
98.6K
$3.95M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
96.7KNew |
$4.01M - $4.38M
|
96.7K
$3.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
91.4K+ 4.86% |
$3.79M - $4.14M
|
1.97M
$79.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
77.7K+ 26.9% |
$3.22M - $3.52M
|
367K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72KNew |
$2.98M - $3.26M
|
72K
$2.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
71.2K+ 88.71% |
$2.95M - $3.22M
|
151K
$6.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69.1K+ 24.04% |
$2.86M - $3.13M
|
357K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.2K+ 16.48% |
$2.78M - $3.04M
|
475K
$19M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
65.8K+ 2251.68% |
$2.73M - $2.98M
|
68.8K
$2.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
65.7K+ 23.76% |
$2.72M - $2.98M
|
342K
$13.7M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
64.8KNew |
$2.68M - $2.93M
|
64.8K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
63.7K+ 7.25% |
$2.64M - $2.88M
|
943K
$37.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
63.4K+ 27.49% |
$2.63M - $2.87M
|
294K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62.2K+ 39.89% |
$2.58M - $2.82M
|
218K
$8.75M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61KNew |
$2.53M - $2.76M
|
61K
$2.44M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.5K+ 11.81% |
$2.46M - $2.69M
|
563K
$22.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
52.2K+ 6.79% |
$2.16M - $2.36M
|
821K
$32.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
51.6K+ 3.52% |
$2.14M - $2.34M
|
1.52M
$60.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
49K+ 61.3% |
$2.03M - $2.22M
|
129K
$5.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
47.6KNew |
$1.97M - $2.16M
|
47.6K
$1.91M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.2K+ 16.74% |
$1.87M - $2.05M
|
315K
$12.6M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
45KNew |
$1.87M - $2.04M
|
45K
$1.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.8K+ 10.57% |
$1.77M - $1.94M
|
447K
$17.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
42.4K+ 58.88% |
$1.76M - $1.92M
|
114K
$4.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
42.3K+ 294.3% |
$1.75M - $1.92M
|
56.7K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
38.3K+ 19.41% |
$1.59M - $1.73M
|
236K
$9.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
36.9K+ 38.77% |
$1.53M - $1.67M
|
132K
$5.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
36.8K+ 10.86% |
$1.52M - $1.66M
|
375K
$15M
|