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 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.8K+ 2.4% |
$1.79M - $1.99M
|
1.91M
$76.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.4K+ 7.7% |
$1.74M - $1.93M
|
606K
$24.2M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
43KNew |
$1.72M - $1.92M
|
43K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.9K+ 38.75% |
$1.72M - $1.91M
|
154K
$6.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
40.8KNew |
$1.63M - $1.81M
|
40.8K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
40.4K+ 2.66% |
$1.62M - $1.8M
|
1.56M
$62.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.8K+ 61.4% |
$1.59M - $1.77M
|
105K
$4.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.3K+ 35.39% |
$1.58M - $1.75M
|
151K
$6M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.2K+ 13.07% |
$1.57M - $1.75M
|
339K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
37.7K+ 115.24% |
$1.51M - $1.68M
|
70.4K
$2.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
36.3K+ 10.5% |
$1.45M - $1.61M
|
382K
$15.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.9K+ 43.65% |
$1.44M - $1.6M
|
118K
$4.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
35.3KNew |
$1.41M - $1.57M
|
35.3K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
35.1KNew |
$1.41M - $1.56M
|
35.1K
$1.4M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
33.5KNew |
$1.34M - $1.49M
|
33.5K
$1.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33.4K+ 29.25% |
$1.34M - $1.49M
|
148K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
32.9KNew |
$1.32M - $1.47M
|
32.9K
$1.31M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
32.2KNew |
$1.29M - $1.43M
|
32.2K
$1.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31.6KNew |
$1.27M - $1.41M
|
31.6K
$1.26M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
31.3KNew |
$1.26M - $1.39M
|
31.3K
$1.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
30.9K+ 5.46% |
$1.24M - $1.38M
|
598K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
29.9K+ 2.41% |
$1.2M - $1.33M
|
1.27M
$50.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29.6K+ 9.39% |
$1.19M - $1.32M
|
345K
$13.7M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$1.17M - $1.29M
|
29.1K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
29KNew |
$1.16M - $1.29M
|
29K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28.8K+ 9.42% |
$1.15M - $1.28M
|
335K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
28.6K+ 7.73% |
$1.15M - $1.27M
|
398K
$15.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
27.3K+ 12.85% |
$1.09M - $1.21M
|
239K
$9.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
26.6K+ 19.75% |
$1.06M - $1.18M
|
161K
$6.42M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
26.1K+ 13.72% |
$1.05M - $1.16M
|
216K
$8.62M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
25KNew |
$1M - $1.11M
|
25K
$997K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
24.9K+ 8.76% |
$998K - $1.11M
|
309K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.3KNew |
$974K - $1.08M
|
24.3K
$969K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.1K+ 55.8% |
$966K - $1.07M
|
67.3K
$2.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23.8K+ 3.14% |
$955K - $1.06M
|
784K
$31.2M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.8K+ 3.5% |
$952K - $1.06M
|
702K
$28M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.3K+ 8.44% |
$895K - $994K
|
287K
$11.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
22.3K+ 19.5% |
$895K - $994K
|
137K
$5.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21.6K+ 292.88% |
$867K - $963K
|
29K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
21.6K+ 19.45% |
$864K - $960K
|
132K
$5.28M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.5K+ 31.79% |
$862K - $957K
|
89.1K
$3.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$861K - $956K
|
21.5K
$856K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
21.5KNew |
$860K - $956K
|
21.5K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
21.4KNew |
$859K - $954K
|
21.4K
$854K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
21.3K+ 13.03% |
$855K - $950K
|
185K
$7.38M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
21.3K+ 7.33% |
$854K - $949K
|
312K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.9K+ 39.91% |
$836K - $928K
|
73.1K
$2.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
20.6KNew |
$827K - $919K
|
20.6K
$823K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20.5KNew |
$819K - $910K
|
20.5K
$815K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3K+ 22.02% |
$814K - $904K
|
113K
$4.49M
|