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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.37K+ 5.76% |
$347K - $379K
|
154K
$6.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.18KNew |
$339K - $370K
|
8.18K
$330K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.07K+ 21.51% |
$334K - $365K
|
45.6K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
7.98KNew |
$331K - $361K
|
7.98K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
7.85K+ 0.8% |
$325K - $356K
|
990K
$39.9M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.61KNew |
$315K - $345K
|
7.61K
$307K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.51K+ 10.53% |
$311K - $340K
|
78.8K
$3.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.38K+ 18.67% |
$306K - $334K
|
46.9K
$1.89M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
7.2K+ 20.39% |
$298K - $326K
|
42.5K
$1.71M
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.07K+ 5.13% |
$293K - $320K
|
145K
$5.85M
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
7.05K+ 10.72% |
$292K - $319K
|
72.8K
$2.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
6.84K+ 4.38% |
$284K - $310K
|
163K
$6.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.83KNew |
$283K - $309K
|
6.83K
$276K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.77K+ 10.56% |
$280K - $306K
|
70.8K
$2.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.69K+ 14.67% |
$277K - $303K
|
52.3K
$2.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.6KNew |
$274K - $299K
|
6.6K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.43KNew |
$266K - $291K
|
6.43K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.29K+ 6.51% |
$261K - $285K
|
103K
$4.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
6.19KNew |
$256K - $280K
|
6.19K
$250K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
6.14KNew |
$255K - $278K
|
6.14K
$248K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
6.11KNew |
$253K - $277K
|
6.11K
$246K
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
6.07KNew |
$252K - $275K
|
6.07K
$245K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.9K+ 7.31% |
$244K - $267K
|
86.5K
$3.49M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.77K+ 38.06% |
$239K - $261K
|
20.9K
$845K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.72K+ 10.9% |
$237K - $259K
|
58.2K
$2.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.65K+ 11.15% |
$234K - $256K
|
56.3K
$2.27M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
5.52K+ 91.56% |
$229K - $250K
|
11.5K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
5.44KNew |
$225K - $246K
|
5.44K
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.42K+ 17.07% |
$225K - $245K
|
37.2K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.38K+ 69.74% |
$223K - $244K
|
13.1K
$528K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.38K+ 25.93% |
$223K - $244K
|
26.1K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.14K+ 11.39% |
$213K - $233K
|
50.3K
$2.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
5.14KNew |
$213K - $233K
|
5.14K
$208K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.11KNew |
$212K - $231K
|
5.11K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.93K+ 13.87% |
$204K - $223K
|
40.5K
$1.63M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.91KNew |
$203K - $222K
|
4.91K
$198K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.85K+ 74.83% |
$201K - $219K
|
11.3K
$457K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
4.84K+ 6.78% |
$201K - $219K
|
76.3K
$3.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
4.75KNew |
$197K - $215K
|
4.75K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.74K+ 9.0% |
$197K - $215K
|
57.5K
$2.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.71KNew |
$195K - $213K
|
4.71K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.64K+ 3.41% |
$192K - $210K
|
141K
$5.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.61K+ 2.7% |
$191K - $209K
|
175K
$7.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.58K+ 2.89% |
$190K - $207K
|
163K
$6.58M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.4K+ 17.88% |
$182K - $199K
|
29K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
4.28K+ 0.35% |
$177K - $194K
|
1.24M
$50.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.26K+ 4.59% |
$176K - $193K
|
97K
$3.92M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.57K+ 12.23% |
$148K - $162K
|
32.8K
$1.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.55KNew |
$147K - $161K
|
3.55K
$143K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.54K+ 8.36% |
$147K - $160K
|
45.9K
$1.85M
|