Purchases and Sales Made in Q3 2021 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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 12, 2021 Q3 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
251
+ 3.94%
$10.4K - $11.4K
6.62K $267K
Oct 07, 2021 Q3 2021
Pacifica Partners Inc.

BUY
 -
250
+ 2.03%
$10.4K - $11.3K
12.6K $507K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
243
+ 2.03%
$10.1K - $11K
12.2K $492K
Oct 25, 2021 Q3 2021
Single Point Partners, LLC

BUY
 -
236
+ 0.85%
$9.78K - $10.7K
27.9K $1.13M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
233
New
$9.66K - $10.5K
233 $9.4K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
198
+ 1.67%
$8.21K - $8.96K
12.1K $486K
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
181
+ 0.96%
$7.5K - $8.19K
19K $767K
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
164
+ 0.26%
$6.8K - $7.42K
63.1K $2.55M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
163
+ 905.56%
$6.75K - $7.38K
181 $7.3K
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

BUY
 -
155
+ 1.06%
$6.42K - $7.02K
14.7K $595K
Nov 12, 2021 Q3 2021
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
147
+ 0.14%
$6.09K - $6.65K
104K $4.18M
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
134
+ 1.15%
$5.55K - $6.07K
11.8K $475K
Nov 15, 2021 Q3 2021
Global Strategic Investment Solutions, LLC

BUY
 -
134
+ 0.02%
$5.55K - $6.07K
625K $25.2M
Jul 29, 2022 Q3 2021
Tpg Financial Advisors, LLC

BUY
 -
123
+ 0.1%
$5.1K - $5.57K
123K $4.98M
Jul 11, 2022 Q3 2021
Range Financial Group LLC

BUY
 -
113
+ 1.34%
$4.68K - $5.12K
8.56K $345K
Oct 28, 2021 Q3 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
100
+ 1.7%
$4.14K - $4.53K
5.99K $242K
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
100
+ 6.67%
$4.14K - $4.53K
1.6K $64.6K
Oct 15, 2021 Q3 2021
Sheets Smith Wealth Management

BUY
 -
78
+ 0.55%
$3.23K - $3.53K
14.3K $578K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
58
New
$2.4K - $2.63K
58 $2.34K
Nov 10, 2021 Q3 2021
Tfo Tdc, LLC

BUY
 -
39
+ 84.78%
$1.62K - $1.77K
85 $3.43K
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
28
New
$1.16K - $1.27K
28 $1.13K
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

BUY
 -
16
+ 0.12%
$663 - $724
13.5K $546K
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
11
+ 0.21%
$456 - $498
5.35K $216K
Oct 07, 2021 Q3 2021
Vision Capital Management, Inc.

Portland, OR
BUY
 -
7
+ 0.01%
$290 - $317
95.6K $3.86M
Nov 01, 2021 Q3 2021
Sage Mountain Advisors LLC

BUY
 -
5
+ 0.13%
$207 - $226
3.91K $158K
Nov 10, 2021 Q3 2021
Time Scale Financial, Inc.

SELL
 -
-1
- 0.07%
$41.4 - $45.3
1.36K $54.7K
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
SELL
 -
-4
Closed
$166 - $181
0 $0
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-5
Closed
$207 - $226
0 $0
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-10
- 4.74%
$414 - $453
201 $8.11K
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-11
- 0.26%
$456 - $498
4.28K $172K
Nov 15, 2021 Q3 2021
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-13
- 0.25%
$539 - $589
5.23K $211K
Nov 10, 2021 Q3 2021
Valley National Advisers Inc

SELL
 -
-13
- 0.53%
$539 - $589
2.42K $97.8K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-24
- 17.02%
$995 - $1.09K
117 $4.72K
Oct 27, 2021 Q3 2021
Investors Research Corp

SELL
 -
-39
- 6.74%
$1.62K - $1.77K
540 $21.8K
Nov 24, 2021 Q3 2021
Mcdonald Partners LLC

SELL
 -
-48
- 0.52%
$1.99K - $2.17K
9.14K $369K
Oct 08, 2021 Q3 2021
Eclectic Associates Inc

SELL
 -
-58
- 0.6%
$2.4K - $2.63K
9.67K $390K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

SELL
 -
-59
- 0.23%
$2.44K - $2.67K
25.8K $1.04M
Nov 10, 2021 Q3 2021
Prentice Wealth Management LLC

SELL
 -
-64
- 1.15%
$2.65K - $2.9K
5.52K $223K
Oct 27, 2021 Q3 2021
Baldwin Brothers LLC

SELL
 -
-66
Closed
$2.74K - $2.99K
0 $0
Oct 14, 2021 Q3 2021
Money Design Co.,Ltd.

SELL
 -
-67
- 84.81%
$2.78K - $3.03K
12 $484
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-70
Closed
$2.9K - $3.17K
0 $0
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-97
Closed
$4.02K - $4.39K
0 $0
Nov 01, 2021 Q3 2021
Proffitt & Goodson Inc

SELL
 -
-118
- 0.14%
$4.89K - $5.34K
81.4K $3.29M
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-137
- 2.28%
$5.68K - $6.2K
5.88K $237K
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-172
- 4.92%
$7.13K - $7.79K
3.33K $134K
Nov 15, 2021 Q3 2021
Running Point Capital Advisors, LLC

SELL
 -
-181
- 0.18%
$7.5K - $8.19K
102K $4.1M
Nov 01, 2021 Q3 2021
Danda Trouve Investment Management, Inc.

SELL
 -
-193
Closed
$8K - $8.74K
0 $0
Oct 12, 2021 Q3 2021
Prairie View Partners, LLC

SELL
 -
-203
- 16.99%
$8.41K - $9.19K
992 $40K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-204
- 1.45%
$8.45K - $9.24K
13.9K $561K

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