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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.8KClosed |
$471K - $523K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-12.8K- 21.41% |
$514K - $571K
|
47.1K
$1.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13KClosed |
$522K - $580K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.7K- 47.45% |
$628K - $698K
|
17.4K
$692K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.4K- 7.81% |
$737K - $819K
|
217K
$8.66M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-18.5K- 11.47% |
$742K - $824K
|
143K
$5.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-20K- 13.77% |
$801K - $890K
|
125K
$4.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21K- 12.29% |
$841K - $934K
|
150K
$5.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.5K- 4.95% |
$943K - $1.05M
|
451K
$18M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26.1KClosed |
$1.05M - $1.16M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 9.41% |
$1.06M - $1.18M
|
254K
$10.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-27.7K- 54.5% |
$1.11M - $1.23M
|
23.1K
$920K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-32.8K- 77.28% |
$1.31M - $1.46M
|
9.63K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-33.4K- 71.74% |
$1.34M - $1.49M
|
13.2K
$525K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-34.3K- 57.08% |
$1.37M - $1.53M
|
25.8K
$1.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-35.1K- 73.65% |
$1.41M - $1.56M
|
12.5K
$500K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.7K- 26.49% |
$1.63M - $1.81M
|
113K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.9K- 2.41% |
$1.72M - $1.91M
|
1.74M
$69.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-42.9K- 42.31% |
$1.72M - $1.91M
|
58.6K
$2.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-43.5K- 40.19% |
$1.74M - $1.93M
|
64.7K
$2.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-45.4K- 19.25% |
$1.82M - $2.02M
|
190K
$7.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-45.5KClosed |
$1.82M - $2.03M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-49.6K- 13.88% |
$1.99M - $2.21M
|
308K
$12.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-51.5K- 41.79% |
$2.07M - $2.29M
|
71.8K
$2.86M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-52.3K- 34.56% |
$2.1M - $2.33M
|
99.1K
$3.95M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-55.2K- 15.32% |
$2.21M - $2.46M
|
305K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-56K- 95.02% |
$2.24M - $2.49M
|
2.93K
$117K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-56.2K- 24.68% |
$2.25M - $2.5M
|
172K
$6.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-60.2K- 53.24% |
$2.41M - $2.68M
|
52.9K
$2.11M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62.2K- 28.51% |
$2.49M - $2.77M
|
156K
$6.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76.7K- 70.17% |
$3.07M - $3.42M
|
32.6K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-84.7K- 97.9% |
$3.39M - $3.77M
|
1.82K
$72.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-85.4K- 87.95% |
$3.42M - $3.8M
|
11.7K
$466K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-95.5K- 25.44% |
$3.83M - $4.25M
|
280K
$11.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-101K- 8.98% |
$4.06M - $4.51M
|
1.03M
$41M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-124K- 17.45% |
$4.98M - $5.53M
|
587K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-125K- 58.29% |
$5.02M - $5.58M
|
89.7K
$3.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-148KClosed |
$5.91M - $6.57M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-148K- 46.91% |
$5.92M - $6.57M
|
167K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-151K- 16.69% |
$6.04M - $6.71M
|
753K
$30M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-161K- 7.61% |
$6.47M - $7.18M
|
1.96M
$78M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-167K- 10.81% |
$6.67M - $7.41M
|
1.37M
$54.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-177K- 96.32% |
$7.09M - $7.87M
|
6.77K
$270K
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-201KClosed |
$8.03M - $8.92M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-226K- 30.53% |
$9.06M - $10.1M
|
515K
$20.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-241K- 21.78% |
$9.65M - $10.7M
|
864K
$34.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-285K- 65.33% |
$11.4M - $12.7M
|
151K
$6.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-397KClosed |
$15.9M - $17.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-521K- 78.88% |
$20.9M - $23.2M
|
139K
$5.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-585K- 94.4% |
$23.5M - $26.1M
|
34.8K
$1.39M
|