Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.12M+ 14.44% |
$84.9M - $94.4M
|
16.8M
$670M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.39M+ 1394.28% |
$55.5M - $61.7M
|
1.48M
$59.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.01M+ 18.68% |
$40.6M - $45.1M
|
6.43M
$256M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
651KNew |
$26.1M - $29M
|
651K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
612K+ 18.21% |
$24.5M - $27.2M
|
3.97M
$158M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
568K+ 576.09% |
$22.8M - $25.3M
|
667K
$26.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
560K+ 37.85% |
$22.4M - $24.9M
|
2.04M
$81.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 30.04% |
$14.7M - $16.4M
|
1.59M
$63.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
318K+ 12.29% |
$12.8M - $14.2M
|
2.91M
$116M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
289K+ 255.44% |
$11.6M - $12.9M
|
403K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
284K+ 1202.53% |
$11.4M - $12.6M
|
308K
$12.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
249K+ 530.37% |
$9.96M - $11.1M
|
295K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
240KNew |
$9.61M - $10.7M
|
240K
$9.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
209KNew |
$8.38M - $9.31M
|
209K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
198K+ 20.03% |
$7.95M - $8.83M
|
1.19M
$47.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
172KNew |
$6.9M - $7.66M
|
172K
$6.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
171K+ 17.81% |
$6.83M - $7.59M
|
1.13M
$45M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
135K+ 3766.81% |
$5.39M - $5.99M
|
138K
$5.51M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
128K+ 43.53% |
$5.15M - $5.72M
|
424K
$16.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
123K+ 35.84% |
$4.92M - $5.46M
|
465K
$18.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
119KNew |
$4.76M - $5.29M
|
119K
$4.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
115K+ 36.51% |
$4.59M - $5.1M
|
428K
$17.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
111KNew |
$4.44M - $4.93M
|
111K
$4.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
109KNew |
$4.35M - $4.83M
|
109K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
107K+ 593.83% |
$4.28M - $4.75M
|
125K
$4.97M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
93.2KNew |
$3.74M - $4.15M
|
93.2K
$3.72M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
88.7KNew |
$3.55M - $3.95M
|
88.7K
$3.53M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
85.6KNew |
$3.43M - $3.81M
|
85.6K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
85.5K+ 65.0% |
$3.43M - $3.81M
|
217K
$8.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
83.4K+ 10.16% |
$3.34M - $3.71M
|
904K
$36M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
80.5K+ 288.46% |
$3.23M - $3.58M
|
108K
$4.32M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
77.7KNew |
$3.12M - $3.46M
|
77.7K
$3.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
72.7K+ 23.78% |
$2.91M - $3.24M
|
379K
$15.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
72.7KNew |
$2.91M - $3.24M
|
72.7K
$2.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
71.1K+ 22.75% |
$2.85M - $3.17M
|
384K
$15.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
68KNew |
$2.72M - $3.03M
|
68K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
66.6K+ 7.06% |
$2.67M - $2.97M
|
1.01M
$40.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
64.7K+ 3.28% |
$2.59M - $2.88M
|
2.04M
$81.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
63.3K+ 92.0% |
$2.53M - $2.82M
|
132K
$5.26M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.1K+ 168.92% |
$2.53M - $2.81M
|
100K
$4M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
57.7K+ 57.63% |
$2.31M - $2.57M
|
158K
$6.29M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
57KNew |
$2.28M - $2.53M
|
57K
$2.27M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
55.4K+ 18.25% |
$2.22M - $2.47M
|
359K
$14.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
53.7K+ 1831.3% |
$2.15M - $2.39M
|
56.6K
$2.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
52.2K+ 25.22% |
$2.09M - $2.32M
|
259K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
49.1KNew |
$1.97M - $2.18M
|
49.1K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
46.4KNew |
$1.86M - $2.07M
|
46.4K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46.3KNew |
$1.85M - $2.06M
|
46.3K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.7KNew |
$1.83M - $2.03M
|
45.7K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
45.2K+ 15.38% |
$1.81M - $2.01M
|
339K
$13.5M
|